Other · DOL Form 5500 · 2023

The Foundation for Aids Research Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
62
Participants Small participant base
75th
Percentile by assets National rank
$368,332
Avg per participant High balance/head
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Official DOL plan name: The Amfar 403(b) Retirement Plan · Sponsored by The Foundation for Aids Research · New York · Other Services

$23M in assets, 62 participants

The Foundation for Aids Research's The Amfar 403(b) Retirement Plan reported $23M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,809 in Other Services (7,857 peers)

Where The Amfar 403(b) Retirement Plan sits by assets

The Amfar 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $23M for 62 participants (~$368,332/participant), up 12.9% in 2023.

#6,809
in Other Services (7,857 peers)
+12.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Amfar 403(b) Retirement Plan's outsized position by total assets

The Amfar 403(b) Retirement Plan vs every filed plan by assets

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

$22,836,604 Top 25% higher than 75% 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 Amfar 403(b) 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. The Amfar 403(b) Retirement Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Amfar 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Amfar 403(b) Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • The Amfar 403(b) Retirement Plan reported participants fell from 64 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133163817 · The Foundation for Aids Research PY 2023 · Other

The Amfar 403(b) Retirement Plan · $23M · 62 · 75th

  • PCT $23M
  • EIN 62
  • RANK 75th
  • PHOTO Other
  • IND near Sarco Employees Retirement Plan
  • EOY ind #6809

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 Other Services retirement plans → · Plans in New York →

The Amfar 403(b) Retirement Plan in the asset neighbourhood

The Wilderness Society 403(b) PlanThe Wilderness Society 403(b…$23MRiverbend Community Mental Health, Inc. Tax Deferred Annuity PlanRiverbend Community Mental H…$23MThe Amfar 403(b) Retirement PlanThe Amfar 403(b) Retirement …$23MSarco Employees Retirement PlanSarco Employees Retirement P…$23MNew Hampshire Public Defender Office Retirement PlanNew Hampshire Public Defende…$23M
End-of-year total assets ($M) among The Amfar 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN133163817
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Foundation for Aids Research)

Sponsor-wide plan assets over time

All The Foundation for Aids Research plans reported in each filing year

Latest sponsor-wide plan assets
$25M 22.01016426899693% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.2M $24.7M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 64 $20M
2023 1 62 $23M
2024 1 61 $25M

Nearby Other Plans in New York

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

The Amfar 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Amfar 403(b) Retirement Plan, Total assets ($B): 0.022836604 · Participants: 62The Amfar 403(b) 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
The Amfar 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Amfar 403(b) Retirement Plan side-by-side with 3 peers →

The Amfar 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Sarco Employees Retirement Plan in PR ($23M); by covered participants it is Saint Michael's College 403(b) Transfer Plan in VT (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Amfar 403(b) Retirement Plan assets move in 2023? ▼
The Amfar 403(b) Retirement Plan grew at a solid clip - up 12.9% during 2023, from $20M to $23M. Reported net income was $3M.
How have The Foundation for Aids Research plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Foundation for Aids Research's sponsor-wide assets grew 22.0%, from $20M to $25M.
Where does The Amfar 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
The Amfar 403(b) Retirement Plan ranks in the 75th 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 The Amfar 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sarco Employees Retirement Plan in PR ($23M, 3,515 participants).
Which Other plans cover a similar participant headcount to The Amfar 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Saint Michael's College 403(b) Transfer Plan in VT (62 participants, $5M 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 133163817.

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.