Other · DOL Form 5500 · 2023

Russell Sage Foundation Retirement Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
34
Participants Small participant base
85th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Russell Sage Foundation DC Retirement Plan · Sponsored by Russell Sage Foundation · New York · Educational Services

$46M in assets, 34 participants

Russell Sage Foundation's Russell Sage Foundation DC Retirement Plan reported $46M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,718 in Educational Services (3,735 peers)

Where Russell Sage Foundation DC Retirement Plan sits by assets

Russell Sage Foundation DC Retirement Plan sits in the top quartile of all filed plans by assets, $46M for 34 participants (~$1.3M/participant), up 21.8% in 2023.

#2,718
in Educational Services (3,735 peers)
+21.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Russell Sage Foundation DC Retirement Plan's outsized position by total assets

Russell Sage Foundation DC Retirement Plan vs every filed plan by assets

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

$45,834,045 Top 15% higher than 85% 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

Russell Sage Foundation DC Retirement 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. Russell Sage Foundation DC Retirement Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Russell Sage Foundation DC Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Russell Sage Foundation DC Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Russell Sage Foundation DC Retirement Plan reported participants fell from 37 in the plan year 2022 filing to 34 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 131635303 · Russell Sage Foundation PY 2023 · Other

Russell Sage Foundation DC Retirement Plan · $46M · 34 · 85th

  • BOY $46M
  • BOY 34
  • BOY 85th
  • BOY Other
  • BOY near The Bush School 403(b) Retirement Plan
  • BOY ind #2718

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 →

Russell Sage Foundation DC Retirement Plan in the asset neighbourhood

Notre Dame De Namur University DC Retirement PlanNotre Dame De Namur Universi…$46MRussell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$46MThe Bush School 403(b) Retirement PlanThe Bush School 403(b) Retir…$46MNorthwest Justice Project 403(b)PlanNorthwest Justice Project 40…$46MChildren's Miracle Network 403(b) PlanChildren's Miracle Network 4…$46M
End-of-year total assets ($M) among Russell Sage Foundation DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN131635303
Plan Effective Date1925-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russell Sage Foundation)

Sponsor-wide plan assets over time

All Russell Sage Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$51M 34.82327195295889% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.6M $50.7M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 37 $38M
2023 1 34 $46M
2024 1 36 $51M

Nearby Other Plans in New York

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

Russell Sage Foundation DC Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Russell Sage Foundation DC Retirement Plan, Total assets ($B): 0.045834045 · Participants: 34Russell Sage Foundation DC Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Russell Sage Foundation DC Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Russell Sage Foundation DC Retirement Plan side-by-side with 3 peers →

Russell Sage Foundation DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Bush School 403(b) Retirement Plan in WA ($46M); by covered participants it is Macon East Academy Tax Sheltered 403(b) Plan in AL (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Russell Sage Foundation DC Retirement Plan assets move in 2023? ▼
Russell Sage Foundation DC Retirement Plan grew sharply - up 21.8% during 2023, from $38M to $46M. Reported net income was $8M.
How have Russell Sage Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russell Sage Foundation's sponsor-wide assets grew 34.8%, from $38M to $51M.
Where does Russell Sage Foundation DC Retirement Plan rank by assets among Form 5500 filers? ▼
Russell Sage Foundation DC Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Russell Sage Foundation DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Bush School 403(b) Retirement Plan in WA ($46M, 218 participants).
Which Other plans cover a similar participant headcount to Russell Sage Foundation DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Macon East Academy Tax Sheltered 403(b) Plan in AL (34 participants, $302K 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 131635303.

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.