Other · DOL Form 5500 · 2023

The United Nations International School Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
199
Participants Below avg headcount
88th
Percentile by assets National rank
$338,191
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Nations International School Tax Deferred Annuity Plan · Sponsored by The United Nations International School · New York · Educational Services

$67M in assets, 199 participants

The United Nations International School's United Nations International School Tax Deferred Annuity Plan reported $67M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,955 in Educational Services (3,735 peers)

Coverage in New York

United Nations International School Tax Deferred Annuity Plan covers 199 participants in New York, about 25% of the average New York filer (state average ~798 per filing). Assets: $67M.

#2,955
in Educational Services (3,735 peers)
+11.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

United Nations International School Tax Deferred Annuity Plan's outsized position by total assets

United Nations International School Tax Deferred Annuity Plan vs every filed plan by assets

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

$67,300,108 Top 12% higher than 88% 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

United Nations International School Tax Deferred Annuity 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. United Nations International School Tax Deferred Annuity Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Nations International School Tax Deferred Annuity Plan reported net income rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • United Nations International School Tax Deferred Annuity Plan end-of-year assets rose from $60M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • United Nations International School Tax Deferred Annuity Plan reported participants fell from 225 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237098600 · The United Nations International School PY 2023 · Other

United Nations International School Tax Deferred Annuity Plan · $67M · 199 · 88th

  • PART $67M
  • PART 199
  • PART 88th
  • PART Other
  • PART near The Eaton Puerto Rico Retirement Savings Plan
  • PART ind #2955

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 →

United Nations International School Tax Deferred Annuity Plan in the asset neighbourhood

The Eaton Puerto Rico Retirement Savings PlanThe Eaton Puerto Rico Retire…$67MUnited Nations International School Tax Deferred Annuity PlanUnited Nations International…$67MViewpoint Educational Foundation 403(b)Viewpoint Educational Founda…$67MCalifornia Pacific Medical Center Employee Savings Incentive Deferral Plan (Esip III)California Pacific Medical C…$67MTj Regional Health Inc. 403(b) PlanTj Regional Health Inc. 403(…$67M
End-of-year total assets ($M) among United Nations International School Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$67M
Net Income$7M
Employer EIN237098600
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The United Nations International School)

Sponsor-wide plan assets over time

All The United Nations International School plans reported in each filing year

Latest sponsor-wide plan assets
$200M 22.368026040030905% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $163M $200M ▲ +22.4%
Year Plans Participants Total Assets
2022 2 529 $163M
2023 2 472 $182M
2024 2 486 $200M

Nearby Other Plans in New York

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

United Nations International School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants United Nations International School Tax Deferred Annuity Plan, Total assets ($B): 0.067300108 · Participants: 199United Nations International School Tax Deferred Annuity 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
United Nations International School Tax Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare United Nations International School Tax Deferred Annuity Plan side-by-side with 3 peers →

United Nations International School Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Eaton Puerto Rico Retirement Savings Plan in TX ($67M); by covered participants it is Community Action Agency 403(b) Retirement Plan in MI (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 United Nations International School Tax Deferred Annuity Plan assets move in 2023? ▼
United Nations International School Tax Deferred Annuity Plan grew at a solid clip - up 11.7% during 2023, from $60M to $67M. Reported net income was $7M.
How have The United Nations International School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The United Nations International School's sponsor-wide assets grew 22.4%, from $163M to $200M.
Where does United Nations International School Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
United Nations International School Tax Deferred Annuity Plan ranks in the 88th 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 United Nations International School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Eaton Puerto Rico Retirement Savings Plan in TX ($67M, 1,575 participants).
Which Other plans cover a similar participant headcount to United Nations International School Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Action Agency 403(b) Retirement Plan in MI (199 participants, $4M 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 237098600.

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.