Profit Sharing · DOL Form 5500 · 2023
The Research Foundation for Suny Profit Sharing Plan
Data updated 2026-08-06
- $1.2B
- Total assets
- 10,120
- Participants
- 99th
- Percentile by assets
- $116,353
- Avg per participant
Official DOL plan name: The Research Foundation for Suny Retirement Plan · Sponsored by The Research Foundation for Suny · New York · Professional & Technical Services
$1.2B in assets, 10,120 participants
The Research Foundation for Suny's The Research Foundation for Suny Retirement Plan reported $1.2B in total assets and 10,120 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 126,618 plans)
- #20,115 in Professional & Technical Services (20,271 peers)
Coverage in New York
The Research Foundation for Suny Retirement Plan covers 10,120 participants in New York, 13x the typical New York plan (state average ~795 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2023 EOY)
- 10,120
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $116,353
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Research Foundation for Suny Retirement Plan reported net income rose from -$164M in the plan year 2022 filing to $112M in the plan year 2023 filing.
- The Research Foundation for Suny Retirement Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- The Research Foundation for Suny Retirement Plan reported participants fell from 11,139 in the plan year 2022 filing to 10,120 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. The Research Foundation for Suny Retirement Plan reports 10,120 participants - 13x that state average ($1.2B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $112M |
| Employer EIN | 141368361 |
| Plan Effective Date | 1955-06-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Research Foundation for Suny)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,908 | $1.9B |
| 2023 | 2 | 14,543 | $2.1B |
| 2024 | 2 | 14,048 | $2.3B |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Research Foundation for Suny Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- Mason Tenders District Council Annuity Fund $913M · 11,237
- Rochester Regional Health 403(b) Defined Contribution Plan $861M · 15,433
Scale composition for The Research Foundation for Suny Retirement Plan
The Research Foundation for Suny Retirement Plan reports $1.2B in end-of-year assets across 10,120 participants (0.010% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.011% of 89,805,449 covered participants) - about $116,353 per participant (85% of the national average assets-per-participant) . Net income for plan year 2023 was $112M.
This plan identity (EIN 141368361, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.3B (+19.2%) while covered participants moved from 11,139 to 9,758 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,139 | $1.1B | Open filing |
| 2023 | 10,120 | $1.2B | This page |
| 2024 · index core | 9,758 | $1.3B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Research Foundation for the State University of New York Retirement Plan (Profit Sharing, $1.3B, 9,758 participants)
- The Research Foundation for the State University of New York Optional Retirement Plan (Other, $1.0B, 4,290 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Research Foundation for Suny Retirement Plan by total assets, not by location.
- Carle Foundation Hospital and Affiliates Matching Tsa Plan (IL) $1.2B · 15,604
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) $1.1B · 3,905
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan (FL) $1.2B · 15,503
- Boilermakers National Annuity Trust (MO) $1.3B · 18,088
Frequently Asked Questions
How did The Research Foundation for Suny Retirement Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on The Research Foundation for Suny Retirement Plan's numbers.
- By total assets, The Research Foundation for Suny Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- The Research Foundation for Suny's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans