Other · DOL Form 5500 · 2023

The Posse Foundation Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
167
Participants Small participant base
53rd
Percentile by assets National rank
$45,141
Avg per participant Low balance/head
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Official DOL plan name: The Posse Foundation Retirement Savings Plan · Sponsored by The Posse Foundation · New York · Educational Services

$8M in assets, 167 participants

The Posse Foundation's The Posse Foundation Retirement Savings Plan reported $8M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,354 in Educational Services (3,735 peers)

Coverage in New York

The Posse Foundation Retirement Savings Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $8M.

#1,354
in Educational Services (3,735 peers)
+28.7%
assets growth YoY

The Posse Foundation Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers

The Posse Foundation Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,538,536 Top 47% higher than 53% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Posse Foundation Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Posse Foundation Retirement Savings Plan sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Posse Foundation Retirement Savings Plan reported net income rose from -$737K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Posse Foundation Retirement Savings Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Posse Foundation Retirement Savings Plan reported participants fell from 177 in the plan year 2022 filing to 167 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133840394 · The Posse Foundation PY 2023 · Other

The Posse Foundation Retirement Savings Plan · $8M · 167 · 53rd

  • IND $8M
  • EOY 167
  • 5500 53rd
  • ASSETS Other
  • PCT near Titusville Area Hospital Tsa Annuity Plan
  • EIN ind #1354

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →

The Posse Foundation Retirement Savings Plan in the asset neighbourhood

The Posse Foundation Retirement Savings PlanThe Posse Foundation Retirem…$8MTitusville Area Hospital Tsa Annuity PlanTitusville Area Hospital Tsa…$8MTeachers Insurance & Annuity Assoc. of America Retirement Plan for Employees of Hillside SchoolTeachers Insurance & Annuity…$8M403(b) Thrift Plan of Clifford W. Beers Guidance Clinic, Inc.403(b) Thrift Plan of Cliffo…$8MThe Places for People Inc. Employees Retirement PlanThe Places for People Inc. E…$8M
End-of-year total assets ($M) among The Posse Foundation Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN133840394
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Posse Foundation)

Sponsor-wide plan assets over time

All The Posse Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 56.464827042172715% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $5.86M $9.16M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 177 $6M
2023 1 167 $8M
2024 1 188 $9M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

The Posse Foundation Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Posse Foundation Retirement Savings Plan, Total assets ($B): 0.007538536 · Participants: 167The Posse Foundation Retirement Savings PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The Posse Foundation Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Posse Foundation Retirement Savings Plan side-by-side with 3 peers →

The Posse Foundation Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Titusville Area Hospital Tsa Annuity Plan in PA ($8M); by covered participants it is Bethel College DC Plan in KS (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Posse Foundation Retirement Savings Plan assets move in 2023? ▼
The Posse Foundation Retirement Savings Plan grew sharply - up 28.7% during 2023, from $6M to $8M. Reported net income was $2M.
How have The Posse Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Posse Foundation's sponsor-wide assets grew 56.5%, from $6M to $9M.
Which Other plans are similar in size to The Posse Foundation Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Titusville Area Hospital Tsa Annuity Plan in PA ($8M, 108 participants).
Which Other plans cover a similar participant headcount to The Posse Foundation Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Bethel College DC Plan in KS (167 participants, $27M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133840394.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.