Other · DOL Form 5500 · 2023

Research Foundation of Cuny Retirement Plan

Data updated 2026-08-25

$202M
Total assets Near avg plan size
7,957
Participants Very large workforce
95th
Percentile by assets National rank
$25,329
Avg per participant Low balance/head
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Official DOL plan name: Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan · Sponsored by Research Foundation of Cuny · New York · Educational Services

$202M in assets, 7,957 participants

Research Foundation of Cuny's Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan reported $202M in total assets and 7,957 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,412 in Educational Services (3,735 peers)

Coverage in New York

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan covers 7,957 participants in New York, 10.0x the typical New York plan (state average ~798 per filing). Assets: $202M.

#3,412
in Educational Services (3,735 peers)
+12.2%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan's outsized position by total assets

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan vs every filed plan by assets

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

$201,542,550 Top 5% higher than 95% 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

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) 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. Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan lands in the large band (7,957 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan reported net income rose from -$22M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan end-of-year assets rose from $180M in the plan year 2022 filing to $202M in the plan year 2023 filing.
  • Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan reported participants fell from 8,370 in the plan year 2022 filing to 7,957 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 131988190 · Research Foundation of Cuny PY 2023 · Other

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan · $202M · 7,957 · 95th

  • PCT $202M
  • EIN 7,957
  • RANK 95th
  • PHOTO Other
  • IND near Wentworth Institute of Technology 403(b) Plan
  • EOY ind #3412

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 Educational Services retirement plans → · Plans in New York →

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan in the asset neighbourhood

Union Health 403(b)Retirement PlanUnion Health 403(b)Retiremen…$203MResearch Foundation of the City University of New York Tax-Deferred Annuity (Tda) PlanResearch Foundation of the C…$202MWentworth Institute of Technology 403(b) PlanWentworth Institute of Techn…$201MHunterdon Healthcare 403(b) Retirement Savings PlanHunterdon Healthcare 403(b) …$200MShepherd Center 403(b) Retirement Savings PlanShepherd Center 403(b) Retir…$200M
End-of-year total assets ($M) among Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$180M
Net Assets (End of Year)$202M
Net Income$22M
Employer EIN131988190
Plan Effective Date1974-01-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Research Foundation of Cuny)

Sponsor-wide plan assets over time

All Research Foundation of Cuny plans reported in each filing year

Latest sponsor-wide plan assets
$929M 19.905918072215602% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $775M $929M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 16,634 $775M
2023 2 13,273 $861M
2024 2 13,336 $929M

Nearby Other Plans in New York

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

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 -5051015 Total assets ($B) Participants Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan, Total assets ($B): 0.20154255 · Participants: 7957Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) 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
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan side-by-side with 3 peers →

Scale composition for Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan reports $202M in end-of-year assets across 7,957 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $25,329 per participant (18% of the national average assets-per-participant) . Net income for plan year 2023 was $22M.

This plan identity (EIN 131988190, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 while covered participants moved from 8,370 to 7,983 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,370 $180M Open filing
2023 7,957 $202M This page
2024 7,983 N/A Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Wentworth Institute of Technology 403(b) Plan in MA ($201M); by covered participants it is Princeton University Retirement Savings Plan in NJ (7,955 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($202M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,957 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 Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan assets move in 2023? ▼
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan grew at a solid clip - up 12.2% during 2023, from $180M to $202M. Reported net income was $22M.
How have Research Foundation of Cuny plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Research Foundation of Cuny's sponsor-wide assets grew 19.9%, from $775M to $929M.
Where does Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan rank by assets among Form 5500 filers? ▼
Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan? ▼
Among Other plans in other states, the closest by assets is Wentworth Institute of Technology 403(b) Plan in MA ($201M, 2,034 participants).
Which Other plans cover a similar participant headcount to Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan? ▼
Among Other plans in other states, the closest by covered participants is Princeton University Retirement Savings Plan in NJ (7,955 participants, $1.5B 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 131988190.

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.