Other · DOL Form 5500 · 2023
Research Foundation of Cuny Retirement Plan
Data updated 2026-08-11
- $202M
- Total assets
- 7,957
- Participants
- 95th
- Percentile by assets
- $25,329
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $202M
- total plan assets (2023 EOY)
- 7,957
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $25,329
- avg assets per participant
Where Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan sits 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
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
- 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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan reports 7,957 participants - 10.0x that state average ($202M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $180M |
|---|---|
| Net Assets (End of Year) | $202M |
| Net Income | $22M |
| Employer EIN | 131988190 |
| Plan Effective Date | 1974-01-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Research Foundation of Cuny)
| 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
- 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
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 Defined Contribution Retirement Plan (Other, $929M, 5,353 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan by total assets, not by location.
- Wentworth Institute of Technology 403(b) Plan (MA) $201M · 2,034
- Hunterdon Healthcare 403(b) Retirement Savings Plan (NJ) $200M · 2,483
- Shepherd Center 403(b) Retirement Savings Plan (GA) $200M · 1,799
- Union Health 403(b)Retirement Plan (IN) $203M · 3,178
Frequently Asked Questions
How did Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan assets move in 2023? ▼
How have Research Foundation of Cuny plan assets changed over time? ▼
Where does Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan? ▼
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Filing takeaways
Ways to act on Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan's numbers.
- By total assets, Research Foundation of the City University of New York Tax-Deferred Annuity (Tda) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Research Foundation of Cuny's sponsor-wide assets have grown 19.9% since 2022 across 3 plan years on file. More Educational Services plans