Profit Sharing · DOL Form 5500 · 2023
Yeshiva University Profit Sharing Plan
Data updated 2026-08-11
- $85M
- Total assets
- 77
- Participants
- 90th
- Percentile by assets
- $1.1M
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $85M
- total plan assets (2023 EOY)
- 77
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $1.1M
- avg assets per participant
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.
Yeshiva University After-Tax Annuity Plan vs the 2023 asset distribution
By assets, Yeshiva University After-Tax Annuity Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $10M |
| Employer EIN | 131624225 |
| Plan Effective Date | 1994-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Yeshiva University)
| 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
- 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
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Yeshiva University After-Tax Annuity Plan by total assets, not by location.
- Pipe Trades Pension of Montana (WA) $85M · 1,088
- Cognia ERISA 403(b) Plan (GA) $85M · 505
- Texas Farm Bureau & Adopting Companies Defined Contribution Plan (TX) $85M · 932
- Impellam NA 401(k) Plan (GA) $85M · 14,798
Frequently Asked Questions
How did Yeshiva University After-Tax Annuity Plan assets move in 2023? ▼
How have Yeshiva University plan assets changed over time? ▼
Where does Yeshiva University After-Tax Annuity Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Yeshiva University After-Tax Annuity Plan? ▼
Next read for Yeshiva University After-Tax Annuity Pla…
Scale reading
Ways to act on Yeshiva University After-Tax Annuity Plan's numbers.
- By total assets, Yeshiva University After-Tax Annuity Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Yeshiva University's sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Educational Services plans