Profit Sharing · DOL Form 5500 · 2023

Yeshiva University Profit Sharing Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
77
Participants Small participant base
90th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Yeshiva University After-Tax Annuity Plan · Sponsored by Yeshiva University · New York · Educational Services

$85M in assets, 77 participants

Yeshiva University's Yeshiva University After-Tax Annuity Plan reported $85M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,088 in Educational Services (3,735 peers)

Where Yeshiva University After-Tax Annuity Plan sits by assets

Yeshiva University After-Tax Annuity Plan sits in the top 10% of all filed plans by assets, $85M for 77 participants (~$1.1M/participant), up 13.1% in 2023.

#3,088
in Educational Services (3,735 peers)
+13.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Yeshiva University After-Tax Annuity Plan's outsized position by total assets

Yeshiva University After-Tax Annuity Plan vs every filed plan by assets

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

$85,007,171 Top 10% higher than 90% 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

Yeshiva University After-Tax Annuity Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Yeshiva University After-Tax Annuity Plan is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Yeshiva University After-Tax Annuity Plan reported net income rose from -$15M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Yeshiva University After-Tax Annuity Plan reported participants fell from 91 in the plan year 2022 filing to 77 in the plan year 2023 filing.
  • Yeshiva University After-Tax Annuity Plan end-of-year assets rose from $75M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131624225 · Yeshiva University PY 2023 · Profit Sharing

Yeshiva University After-Tax Annuity Plan · $85M · 77 · 90th

  • PCT $85M
  • EIN 77
  • RANK 90th
  • PHOTO Profit Sharing
  • IND near Pipe Trades Pension of Montana
  • EOY ind #3088

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 →

Yeshiva University After-Tax Annuity Plan in the asset neighbourhood

Impellam NA 401(k) Plan$85MTexas Farm Bureau & Adopting Companies Defined Contribution PlanTexas Farm Bureau & Adopting…$85MYeshiva University After-Tax Annuity PlanYeshiva University After-Tax…$85MPipe Trades Pension of MontanaPipe Trades Pension of Monta…$85MCognia ERISA 403(b) Plan$85M
End-of-year total assets ($M) among Yeshiva University After-Tax Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$85M
Net Income$10M
Employer EIN131624225
Plan Effective Date1994-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Yeshiva University)

Sponsor-wide plan assets over time

All Yeshiva University plans reported in each filing year

Latest sponsor-wide plan assets
$830M 18.775308644715995% vs 2022
2024 filing year
$650M$700M$750M$800M$850M 202220232024 $699M $830M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,877 $699M
2023 2 1,972 $769M
2024 2 2,165 $830M

Nearby Profit Sharing Plans in New York

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

Yeshiva University After-Tax Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Yeshiva University After-Tax Annuity Plan, Total assets ($B): 0.085007171 · Participants: 77Yeshiva University After-Tax Annuity PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Yeshiva University After-Tax Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Yeshiva University After-Tax Annuity Plan side-by-side with 3 peers →

Yeshiva University After-Tax Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Pipe Trades Pension of Montana in WA ($85M); by covered participants it is Vista Manufacturing Inc., 401(k) Plan in MI (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Yeshiva University After-Tax Annuity Plan assets move in 2023? ▼
Yeshiva University After-Tax Annuity Plan grew at a solid clip - up 13.1% during 2023, from $75M to $85M. Reported net income was $10M.
How have Yeshiva University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yeshiva University's sponsor-wide assets grew 18.8%, from $699M to $830M.
Where does Yeshiva University After-Tax Annuity Plan rank by assets among Form 5500 filers? ▼
Yeshiva University After-Tax Annuity Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Yeshiva University After-Tax Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pipe Trades Pension of Montana in WA ($85M, 1,088 participants).
Which Profit Sharing plans cover a similar participant headcount to Yeshiva University After-Tax Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Vista Manufacturing Inc., 401(k) Plan in MI (77 participants, $3M 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 131624225.

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.