Other · DOL Form 5500 · 2024
Roosevelt Institute Retirement Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $133,451
- Avg per participant Near avg balance/head
Official DOL plan name: Roosevelt Institute 403(b) DC Plan · Sponsored by Roosevelt Institute · New York · Other Services
$7M in assets, 55 participants
Roosevelt Institute's Roosevelt Institute 403(b) DC Plan reported $7M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,371 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Roosevelt Institute 403(b) DC Plan ranks #5,371 of 7,719 2024 filers by assets (273% of the sector average)-$7M for 55 participants.
- #5,371
- in Other Services (7,719 peers)
- +15.9%
- assets growth YoY
Roosevelt Institute 403(b) DC Plan's mid-pack asset rank among Other Services and all filers
Roosevelt Institute 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,339,817 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Roosevelt Institute 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roosevelt Institute 403(b) DC Plan is a small filing (55 participants) on this national headcount ladder.
DOL schedule card
Filing strip 237213592 · Roosevelt Institute PY 2024 · Other
Roosevelt Institute 403(b) DC Plan · $7M · 55 · 49th
- ASSETS $7M
- PCT 55
- EIN 49th
- RANK Other
- PHOTO near American Health Foundation 403(b) Retirement Savings Plan
- IND ind #5371
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 →
Roosevelt Institute 403(b) DC Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 237213592 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Roosevelt Institute 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is American Health Foundation 403(b) Retirement Savings Plan in OH ($7M); by covered participants it is 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff in NH (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff (NH) 55 · 0 off
- American Association of Community Colleges 403(b) DC Plan (DC) 55 · 0 off
- Community Day School Retirement Savings Plan (PA) 55 · 0 off
- Fairchild Tropical Botanic Garden Defined Contribution Retirement Plan (FL) 54 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.