Other · DOL Form 5500 · 2023
Open Society Institute Retirement Plan
Data updated 2026-08-25
- $214M
- Total assets Near avg plan size
- 486
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $440,508
- Avg per participant High balance/head
Official DOL plan name: Open Society Institute Retirement Plan · Sponsored by Open Society Institute · New York · Other Services
$214M in assets, 486 participants
Open Society Institute's Open Society Institute Retirement Plan reported $214M in total assets and 486 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.
- #7,752 in Other Services (7,857 peers)
Where Open Society Institute Retirement Plan sits by assets
Open Society Institute Retirement Plan sits in the top 5% of all filed plans by assets, $214M for 486 participants (~$440,508/participant), up 14.0% in 2023.
- #7,752
- in Other Services (7,857 peers)
- +14.0%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Open Society Institute Retirement Plan's outsized position by total assets
Open Society Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$214,087,027 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
Open Society Institute Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Open Society Institute Retirement Plan sits mid-pack in the medium band (486 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Open Society Institute Retirement Plan reported net income rose from -$56M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Open Society Institute Retirement Plan end-of-year assets rose from $188M in the plan year 2022 filing to $214M in the plan year 2023 filing.
- Open Society Institute Retirement Plan reported participants rose from 459 in the plan year 2022 filing to 486 in the plan year 2023 filing.
DOL schedule card
Filing strip 137029285 · Open Society Institute PY 2023 · Other
Open Society Institute Retirement Plan · $214M · 486 · 95th
- ASSETS $214M
- PCT 486
- EIN 95th
- RANK Other
- PHOTO near Columbia College Chicago Employees' Retirement Plan
- IND ind #7752
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 Other Services retirement plans → · Plans in New York →
Open Society Institute Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $188M |
|---|---|
| Net Assets (End of Year) | $214M |
| Net Income | $26M |
| Employer EIN | 137029285 |
| Plan Effective Date | 1993-12-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Open Society Institute)
Sponsor-wide plan assets over time
All Open Society Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 22.440462937496452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 459 | $188M |
| 2023 | 1 | 486 | $214M |
| 2024 | 1 | 367 | $230M |
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
Open Society Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Columbia College Chicago Employees' Retirement Plan in IL ($214M); by covered participants it is Smoc 403(b) Savings Plan in MA (486 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($214M here).
- Columbia College Chicago Employees' Retirement Plan (IL) $214M · 2,008
- Blanchard Valley Health System 403(b) Plan (OH) $214M · 3,178
- Baldwin Wallace University Defined Contribution and Tax Deferred Savings (OH) $215M · 692
- Philadelphia College of Osteopathic Medicine Retirement Plan (PA) $212M · 1,855
Similar participant headcount
Nearest other-state filings by covered participants (486 participants); asset peers above are excluded.
- Smoc 403(b) Savings Plan (MA) 486 · 0 off
- Allosource Employees' Retirement Plan (CO) 486 · 0 off
- Antioch University Defined Contribution and Tax Deferred Annuity Plan for Administrative Associate , Administrative and Faculty Employees (OH) 486 · 0 off
- The University of Findlay Defined Contribution Retirement Plan (OH) 485 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.