Other · DOL Form 5500 · 2023

The Research Foundation for Suny Retirement Plan

Data updated 2026-08-11

$960M
Total assets
4,423
Participants
99th
Percentile by assets
$217,157
Avg per participant
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Official DOL plan name: The Research Foundation for Suny Optional Retirement Plan · Sponsored by The Research Foundation for Suny · New York · Professional & Technical Services

$960M in assets, 4,423 participants

The Research Foundation for Suny's The Research Foundation for Suny Optional Retirement Plan reported $960M in total assets and 4,423 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #20,131 in Professional & Technical Services (20,321 peers)

Coverage in New York

The Research Foundation for Suny Optional Retirement Plan covers 4,423 participants in New York, 5.5x the typical New York plan (state average ~798 per filing). Assets: $960M.

$960M
total plan assets (2023 EOY)
4,423
covered participants
99th
percentile by assets (of 127,072 plans)
$217,157
avg assets per participant

Where The Research Foundation for Suny Optional Retirement Plan sits by total assets

The Research Foundation for Suny Optional Retirement Plan vs every filed plan by assets

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

$960,486,518 Top 1% higher than 99% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Research Foundation for Suny Optional Retirement Plan reported net income rose from -$132M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • The Research Foundation for Suny Optional Retirement Plan end-of-year assets rose from $878M in the plan year 2022 filing to $960M in the plan year 2023 filing.
  • The Research Foundation for Suny Optional Retirement Plan reported participants fell from 4,769 in the plan year 2022 filing to 4,423 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. The Research Foundation for Suny Optional Retirement Plan reports 4,423 participants - 5.5x that state average ($960M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$878M
Net Assets (End of Year)$960M
Net Income$82M
Employer EIN141368361
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Research Foundation for Suny)

$1.8B$2B$2.2B$2.4B 202220232024 $1.94B $2.29B ▲ +18.0%
Total plan assets by year, all The Research Foundation for Suny plans on file
Year Plans Participants Total Assets
2022 2 15,908 $1.9B
2023 2 14,543 $2.1B
2024 2 14,048 $2.3B

Nearby Other Plans in New York

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

The Research Foundation for Suny Optional Retirement Plan vs. nearby Other plans in New York, assets vs. participants

The Research Foundation for Suny Optional Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 024681012 Total assets ($B) Participants The Research Foundat…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
The Research Foundation for Suny Optional Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Research Foundation for Suny Optiona… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Research Foundation for Suny Optional Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Research Foundation for Suny Optional Retirement Plan assets move in 2023? ▼
The Research Foundation for Suny Optional Retirement Plan grew at a solid clip - up 9.4% during 2023, from $878M to $960M. Reported net income was $82M.
How have The Research Foundation for Suny plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Research Foundation for Suny's sponsor-wide assets grew 18.0%, from $1.9B to $2.3B.
Where does The Research Foundation for Suny Optional Retirement Plan rank by assets among Form 5500 filers? ▼
The Research Foundation for Suny Optional Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to The Research Foundation for Suny Optional Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Retirement Savings Plan for Integris Health, Inc. in OK ($957M, 10,744 participants).

Next read for The Research Foundation for Suny Optiona…

Filing takeaways

Ways to act on The Research Foundation for Suny Optional Retirement Plan's numbers.

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 141368361.

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.