Other · DOL Form 5500 · 2023
The Research Foundation for Suny Retirement Plan
Data updated 2026-08-25
- $960M
- Total assets Above avg plan size
- 4,423
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $217,157
- Avg per participant Above avg balance/head
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.
- #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.
- #20,131
- in Professional & Technical Services (20,321 peers)
- +9.4%
- assets growth YoY
- 9.6×
- vs typical plan assets (national mean)
The Research Foundation for Suny Optional Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Research Foundation for Suny Optional Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Research Foundation for Suny Optional Retirement Plan lands in the large band (4,423 participants).
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.
Plan-year Form 5500 strip
Filing strip 141368361 · The Research Foundation for Suny PY 2023 · Other
The Research Foundation for Suny Optional Retirement Plan · $960M · 4,423 · 99th
- EBSA $960M
- PART 4,423
- TYPE 99th
- NET Other
- BOOK near 403(b) Retirement Savings Plan for Integris Health, Inc.
- VS-ST ind #20131
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 Professional & Technical Services retirement plans → · Plans in New York →
The Research Foundation for Suny Optional Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $878M |
|---|---|
| Net Assets (End of Year) | $960M |
| Net Income | $82M |
| Employer EIN | 141368361 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Research Foundation for Suny)
Sponsor-wide plan assets over time
All The Research Foundation for Suny plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 18.04638980588855% vs 2022
- 2024 filing year
| 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.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
The Research Foundation for Suny Optional Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is 403(b) Retirement Savings Plan for Integris Health, Inc. in OK ($957M); by covered participants it is Bridgeport Hospital Tax Sheltered Annuity Plan in CT (4,407 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($960M here).
- 403(b) Retirement Savings Plan for Integris Health, Inc. (OK) $957M · 10,744
- St. Lukes Health System Matched 403b Plan (ID) $965M · 16,715
- Tower Health 403(b) Plan (PA) $967M · 11,344
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan (MO) $969M · 8,984
Similar participant headcount
Nearest other-state filings by covered participants (4,423 participants); asset peers above are excluded.
- Bridgeport Hospital Tax Sheltered Annuity Plan (CT) 4,407 · 16 off
- Retirement Savings Plan III (FL) 4,394 · 29 off
- Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan (FL) 4,453 · 30 off
- Jefferson Health New Jersey 403(b) Plan (PA) 4,391 · 32 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.