Other · DOL Form 5500 · 2024
New York University Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 12,441
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $101,721
- Avg per participant Below avg balance/head
Official DOL plan name: New York University Supplemental Tax Deferred Annuity Plan · Sponsored by New York University · New York · Educational Services
$1.3B in assets, 12,441 participants
New York University's New York University Supplemental Tax Deferred Annuity Plan reported $1.3B in total assets and 12,441 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,575 in Educational Services (3,638 peers)
Coverage in New York
New York University Supplemental Tax Deferred Annuity Plan covers 12,441 participants in New York, 16x the typical New York plan (state average ~798 per filing). Assets: $1.3B.
- #3,575
- in Educational Services (3,638 peers)
- +8.1%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
New York University Supplemental Tax Deferred Annuity Plan's outsized position by total assets
New York University Supplemental Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,265,505,314 Top 1% higher than 99% 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
New York University Supplemental Tax Deferred Annuity Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New York University Supplemental Tax Deferred Annuity Plan is a mega filing (12,441 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New York University Supplemental Tax Deferred Annuity Plan reported participants fell from 17,231 in the plan year 2023 filing to 12,441 in the plan year 2024 filing.
- New York University Supplemental Tax Deferred Annuity Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- New York University Supplemental Tax Deferred Annuity Plan reported net income fell from $97M in the plan year 2023 filing to $95M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 135562308 · New York University PY 2024 · Other
New York University Supplemental Tax Deferred Annuity Plan · $1.3B · 12,441 · 99th
- PCT $1.3B
- PCT 12,441
- PCT 99th
- PCT Other
- PCT near Brown Health 403(b) Retirement Plan
- PCT ind #3575
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 →
New York University Supplemental Tax Deferred Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $95M |
| Employer EIN | 135562308 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New York University)
Sponsor-wide plan assets over time
All New York University plans reported in each filing year
- Latest sponsor-wide plan assets
- $12.7B 30.815585757867964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 7 | 34,505 | $9.7B |
| 2023 | 8 | 55,791 | $11.4B |
| 2024 | 7 | 48,031 | $12.7B |
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
Scale composition for New York University Supplemental Tax Deferred Annuity Plan
New York University Supplemental Tax Deferred Annuity Plan reports $1.3B in end-of-year assets across 12,441 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $101,721 per participant (74% of the national average assets-per-participant) . Net income for plan year 2024 was $95M.
This plan identity (EIN 135562308, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.3B (+17.9%) while covered participants moved from 6,209 to 12,441 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,209 | $1.1B | Open filing |
| 2023 | 17,231 | $1.2B | Open filing |
| 2024 · index core | 12,441 | $1.3B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (Other, $5.4B, 10,678 participants)
- Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (Other, $4.6B, 6,880 participants)
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (Other, $1000M, 10,953 participants)
- New York University Staff Pension Plan for Non-Contributory (Defined Benefit (Pension), $384M, 2,063 participants)
New York University Supplemental Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Brown Health 403(b) Retirement Plan in RI ($1.3B); by covered participants it is Employee Retirement Savings Plan - Premier Health Partners in OH (12,398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Brown Health 403(b) Retirement Plan (RI) $1.3B · 9,054
- Lee Health System 403(b) Retirement Plan (FL) $1.3B · 16,909
- Defined Contribution Retirement Plan for Faculty of the University of Miami (FL) $1.2B · 928
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) $1.3B · 21,490
Similar participant headcount
Nearest other-state filings by covered participants (12,441 participants); asset peers above are excluded.
- Employee Retirement Savings Plan - Premier Health Partners (OH) 12,398 · 43 off
- The Mitre Corporation Tax Sheltered Annuity Plan (VA) 12,379 · 62 off
- Northwestern University Voluntary Savings Plan (IL) 12,219 · 222 off
- University of Miami Retirement Savings Plan (FL) 12,711 · 270 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.