Other · DOL Form 5500 · 2024
The Posse Foundation Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 188
- Participants Below avg headcount
- 54th
- Percentile by assets National rank
- $48,742
- Avg per participant Low balance/head
Official DOL plan name: The Posse Foundation Retirement Savings Plan · Sponsored by The Posse Foundation · New York · Educational Services
$9M in assets, 188 participants
The Posse Foundation's The Posse Foundation Retirement Savings Plan reported $9M in total assets and 188 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #1,340 in Educational Services (3,638 peers)
Coverage in New York
The Posse Foundation Retirement Savings Plan covers 188 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #1,340
- in Educational Services (3,638 peers)
- +21.6%
- assets growth YoY
The Posse Foundation Retirement Savings Plan's mid-pack asset rank among Educational Services and all filers
The Posse Foundation Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,163,566 Top 46% higher than 54% 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
The Posse Foundation Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Posse Foundation Retirement Savings Plan sits mid-pack in the medium band (188 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Posse Foundation Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- The Posse Foundation Retirement Savings Plan reported participants rose from 167 in the plan year 2023 filing to 188 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133840394 · The Posse Foundation PY 2024 · Other
The Posse Foundation Retirement Savings Plan · $9M · 188 · 54th
- VS-ST $9M
- VS-ST 188
- VS-ST 54th
- VS-ST Other
- VS-ST near Adelante Development Center, Inc. 403(b) Plan
- VS-ST ind #1340
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 →
The Posse Foundation Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 133840394 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Posse Foundation)
Sponsor-wide plan assets over time
All The Posse Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 56.464827042172715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $6M |
| 2023 | 1 | 167 | $8M |
| 2024 | 1 | 188 | $9M |
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
The Posse Foundation Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Adelante Development Center, Inc. 403(b) Plan in NM ($9M); by covered participants it is Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan in NH (188 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (188 participants); asset peers above are excluded.
- Seacoast Mental Health Center, Inc. Tax-Deferred Annuity Savings Plan (NH) 188 · 0 off
- Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan (CA) 188 · 0 off
- International School of Louisiana Retirement Plan (LA) 188 · 0 off
- North Penn Comprehensive Health Services 403(b) Plan (PA) 188 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.