Other · DOL Form 5500 · 2023
New York University Retirement Plan
Data updated 2026-08-25
- $834M
- Total assets Above avg plan size
- 10,171
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $82,014
- Avg per participant Below avg balance/head
Official DOL plan name: Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan · Sponsored by New York University · New York · Educational Services
$834M in assets, 10,171 participants
New York University's Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan reported $834M in total assets and 10,171 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,653 in Educational Services (3,735 peers)
Coverage in New York
Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan covers 10,171 participants in New York, 13x the typical New York plan (state average ~798 per filing). Assets: $834M.
- #3,653
- in Educational Services (3,735 peers)
- +24.4%
- assets growth YoY
- 8.4×
- vs typical plan assets (national mean)
Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan's outsized position by total assets
Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$834,162,657 Top 2% higher than 98% 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
Nyu Grossman School of Medicine Management and Staff 403(b) 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. Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan is a mega filing (10,171 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan reported net income rose from -$60M in the plan year 2022 filing to $164M in the plan year 2023 filing.
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan reported participants rose from 7,574 in the plan year 2022 filing to 10,171 in the plan year 2023 filing.
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan end-of-year assets rose from $670M in the plan year 2022 filing to $834M in the plan year 2023 filing.
DOL schedule card
Filing strip 135562308 · New York University PY 2023 · Other
Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan · $834M · 10,171 · 98th
- EOY $834M
- EOY 10,171
- EOY 98th
- EOY Other
- EOY near El Camino Hospital 403(b) Retirement Plan
- EOY ind #3653
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 →
Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $670M |
|---|---|
| Net Assets (End of Year) | $834M |
| Net Income | $164M |
| Employer EIN | 135562308 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York University)
Sponsor-wide plan assets over time
All New York University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.7B 30.815585757867964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 34,505 | $9.7B |
| 2023 | 8 | 55,791 | $11.4B |
| 2024 | 7 | 48,031 | $12.7B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- 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 Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan
Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan reports $834M in end-of-year assets across 10,171 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $82,014 per participant (59% of the national average assets-per-participant) . Net income for plan year 2023 was $164M.
This plan identity (EIN 135562308, plan #010) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $670M to $1000M (+49.1%) while covered participants moved from 7,574 to 10,953 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,574 | $670M | Open filing |
| 2023 | 10,171 | $834M | This page |
| 2024 · index core | 10,953 | $1000M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (Other, $5.4B, 10,678 participants)
- Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (Other, $4.6B, 6,880 participants)
- New York University Supplemental Tax Deferred Annuity Plan (Other, $1.3B, 12,441 participants)
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (Other, $1000M, 10,953 participants)
Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is El Camino Hospital 403(b) Retirement Plan in CA ($834M); by covered participants it is Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan in OH (10,060 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($834M here).
- El Camino Hospital 403(b) Retirement Plan (CA) $834M · 4,033
- Joint Annuity Fund Local 164 IBEW (NJ) $832M · 2,841
- Cox Savings Incentive Plan (MO) $836M · 12,220
- Prisma Health 401(a) Plan (SC) $838M · 21,235
Similar participant headcount
Nearest other-state filings by covered participants (10,171 participants); asset peers above are excluded.
- Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan (OH) 10,060 · 111 off
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan (WI) 9,997 · 174 off
- Community Hospitals of Central California Tax Sheltered Annuity Plan (CA) 9,949 · 222 off
- Boston Medical Center 403(b) Retirement Plan (MA) 10,493 · 322 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.