Profit Sharing · DOL Form 5500 · 2023
The Research Foundation for Suny Profit Sharing Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 10,120
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $116,353
- Avg per participant Below avg balance/head
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.
- #20,165 in Professional & Technical Services (20,321 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 ~798 per filing). Assets: $1.2B.
- #20,165
- in Professional & Technical Services (20,321 peers)
- +10.5%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
The Research Foundation for Suny Retirement Plan's outsized position by total assets
The Research Foundation for Suny Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,177,491,602 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 Retirement Plan's mega-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 Retirement Plan is a mega filing (10,120 participants), the rightmost band on the breakdown.
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.
EBSA filing schedule strip
Filing strip 141368361 · The Research Foundation for Suny PY 2023 · Profit Sharing
The Research Foundation for Suny Retirement Plan · $1.2B · 10,120 · 99th
- TYPE $1.2B
- TYPE 10,120
- TYPE 99th
- TYPE Profit Sharing
- TYPE near Carle Foundation Hospital and Affiliates Matching Tsa Plan
- TYPE ind #20165
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 Retirement Plan in the asset neighbourhood
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)
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 Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- 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 $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $116,353 per participant (84% 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)
The Research Foundation for Suny Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Carle Foundation Hospital and Affiliates Matching Tsa Plan in IL ($1.2B); by covered participants it is Scpmg Keogh Plan in CA (10,125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (10,120 participants); asset peers above are excluded.
- Scpmg Keogh Plan (CA) 10,125 · 5 off
- Aspirus, Inc. Retirement Plan (WI) 10,161 · 41 off
- Accenture United States Discretionary Profit Sharing Plan (IL) 10,078 · 42 off
- Textron Retirement Account Plan Trust (RI) 10,046 · 74 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.