Other · DOL Form 5500 · 2023
Russell Sage Foundation Retirement Plan
Data updated 2026-08-11
- $46M
- Total assets
- 34
- Participants
- 85th
- Percentile by assets
- $1.3M
- Avg per participant
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.
- 85th percentile by assets (of 127,072 plans)
- #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.
- $46M
- total plan assets (2023 EOY)
- 34
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $1.3M
- avg assets per participant
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.
Russell Sage Foundation DC Retirement Plan vs the 2023 asset distribution
By assets, Russell Sage Foundation DC Retirement Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $8M |
| Employer EIN | 131635303 |
| Plan Effective Date | 1925-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Russell Sage Foundation)
| 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
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Russell Sage Foundation DC Retirement Plan by total assets, not by location.
- The Bush School 403(b) Retirement Plan (WA) $46M · 218
- Northwest Justice Project 403(b)Plan (WA) $46M · 252
- Notre Dame De Namur University DC Retirement Plan (CA) $46M · 221
- Children's Miracle Network 403(b) Plan (UT) $46M · 185
Frequently Asked Questions
How did Russell Sage Foundation DC Retirement Plan assets move in 2023? ▼
How have Russell Sage Foundation plan assets changed over time? ▼
Where does Russell Sage Foundation DC Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Russell Sage Foundation DC Retirement Plan? ▼
Next read for Russell Sage Foundation DC Retirement Pl…
Scale reading
Ways to act on Russell Sage Foundation DC Retirement Plan's numbers.
- By total assets, Russell Sage Foundation DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Russell Sage Foundation's sponsor-wide assets have grown 34.8% since 2022 across 3 plan years on file. More Educational Services plans