Other · DOL Form 5500 · 2023

Trudeau Institute, Inc. Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
83
Participants Small participant base
79th
Percentile by assets National rank
$349,319
Avg per participant High balance/head
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Official DOL plan name: Trudeau Institute Retirement Plan · Sponsored by Trudeau Institute, Inc. · New York · Educational Services

$29M in assets, 83 participants

Trudeau Institute, Inc.'s Trudeau Institute Retirement Plan reported $29M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,373 in Educational Services (3,735 peers)

Where Trudeau Institute Retirement Plan sits by assets

Trudeau Institute Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 83 participants (~$349,319/participant), up 7.6% in 2023.

#2,373
in Educational Services (3,735 peers)
+7.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Trudeau Institute Retirement Plan's outsized position by total assets

Trudeau Institute Retirement Plan vs every filed plan by assets

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

$28,993,443 Top 21% higher than 79% 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

Trudeau Institute Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trudeau Institute Retirement Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Trudeau Institute Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Trudeau Institute Retirement Plan reported participants rose from 71 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • Trudeau Institute Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141401413 · Trudeau Institute, Inc. PY 2023 · Other

Trudeau Institute Retirement Plan · $29M · 83 · 79th

  • EOY $29M
  • 5500 83
  • ASSETS 79th
  • PCT Other
  • EIN near Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan
  • RANK ind #2373

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 →

Trudeau Institute Retirement Plan in the asset neighbourhood

Shore Country Day School 403(b) DC PlanShore Country Day School 403…$29MTrudeau Institute Retirement PlanTrudeau Institute Retirement…$29MCleveland Institute of Art Defined Contribution and Tax Deferred Annuity PlanCleveland Institute of Art D…$29MAnnie Wright Schools DC Retirement PlanAnnie Wright Schools DC Reti…$29MThe Archer School for Girls DC Retirement PlanThe Archer School for Girls …$29M
End-of-year total assets ($M) among Trudeau Institute Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN141401413
Plan Effective Date1967-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trudeau Institute, Inc.)

Sponsor-wide plan assets over time

All Trudeau Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 10.767583824243811% vs 2022
2024 filing year
$26M$27M$28M$29M$30M$31M 202220232024 $27M $29.9M ▲ +10.8%
Year Plans Participants Total Assets
2022 1 71 $27M
2023 1 83 $29M
2024 1 75 $30M

Nearby Other Plans in New York

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

Trudeau Institute Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Trudeau Institute Retirement Plan, Total assets ($B): 0.028993443 · Participants: 83Trudeau Institute Retirement 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
Trudeau Institute Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Trudeau Institute Retirement Plan side-by-side with 3 peers →

Trudeau Institute Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan in OH ($29M); by covered participants it is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Trudeau Institute Retirement Plan assets move in 2023? ▼
Trudeau Institute Retirement Plan grew at a solid clip - up 7.6% during 2023, from $27M to $29M. Reported net income was $2M.
How have Trudeau Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trudeau Institute, Inc.'s sponsor-wide assets grew 10.8%, from $27M to $30M.
Where does Trudeau Institute Retirement Plan rank by assets among Form 5500 filers? ▼
Trudeau Institute Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Trudeau Institute Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan in OH ($29M, 89 participants).
Which Other plans cover a similar participant headcount to Trudeau Institute Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants, $9M 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 141401413.

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.