Other · DOL Form 5500 · 2024

Ford Foundation Retirement Plan

Data updated 2026-08-25

$298M
Total assets Near avg plan size
72
Participants Small participant base
96th
Percentile by assets National rank
$4.1M
Avg per participant High balance/head
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Official DOL plan name: Ford Foundation Retirement Plan · Sponsored by Ford Foundation · New York · Other Services

$298M in assets, 72 participants

Ford Foundation's Ford Foundation Retirement Plan reported $298M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #7,634 in Other Services (7,719 peers)

Where Ford Foundation Retirement Plan sits by assets

Ford Foundation Retirement Plan sits in the top 5% of all filed plans by assets, $298M for 72 participants (~$4.1M/participant), up 3.9% in 2024.

#7,634
in Other Services (7,719 peers)
+3.9%
assets growth YoY
3.0×
vs typical plan assets (national mean)

Ford Foundation Retirement Plan's outsized position by total assets

Ford Foundation Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$298,370,091 Top 4% higher than 96% of 123,620 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 2024

Ford Foundation Retirement 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. Ford Foundation Retirement Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ford Foundation Retirement Plan reported net income fell from $26M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Ford Foundation Retirement Plan reported participants fell from 80 in the plan year 2023 filing to 72 in the plan year 2024 filing.
  • Ford Foundation Retirement Plan end-of-year assets rose from $287M in the plan year 2023 filing to $298M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131684331 · Ford Foundation PY 2024 · Other

Ford Foundation Retirement Plan · $298M · 72 · 96th

  • NET $298M
  • NET 72
  • NET 96th
  • NET Other
  • NET near IBEW Local Union 269 Annuity Fund
  • NET ind #7634

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 →

Ford Foundation Retirement Plan in the asset neighbourhood

The Association of Universities for Research in Astronomy, Inc. 403(b) Savings PlanThe Association of Universit…$299MFord Foundation Retirement PlanFord Foundation Retirement P…$298MIBEW Local Union 269 Annuity FundIBEW Local Union 269 Annuity…$298MBaptist Health Care, Inc. Retirement Savings 403(b) PlanBaptist Health Care, Inc. Re…$298MDrake University Mandatory Tax-Deferred Annuity Retirement PlanDrake University Mandatory T…$297M
End-of-year total assets ($M) among Ford Foundation Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$287M
Net Assets (End of Year)$298M
Net Income$11M
Employer EIN131684331
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ford Foundation)

Sponsor-wide plan assets over time

All Ford Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$491M 24.41229886245593% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $395M $491M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 391 $395M
2023 2 428 $453M
2024 2 397 $491M

Nearby Other Plans in New York

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

Ford Foundation Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ford Foundation Retirement Plan, Total assets ($B): 0.298370091 · Participants: 72Ford Foundation Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Ford Foundation Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Ford Foundation Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is IBEW Local Union 269 Annuity Fund in NJ ($298M); by covered participants it is Westside Community Mental Health Center, Inc. Employer Savings Plan in CA (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ford Foundation Retirement Plan assets move in 2024? ▼
Ford Foundation Retirement Plan edged up modestly - up 3.9% during 2024, from $287M to $298M. Reported net income was $11M.
How have Ford Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ford Foundation's sponsor-wide assets grew 24.4%, from $395M to $491M.
Where does Ford Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Ford Foundation Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Ford Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by assets is IBEW Local Union 269 Annuity Fund in NJ ($298M, 937 participants).
Which Other plans cover a similar participant headcount to Ford Foundation Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Westside Community Mental Health Center, Inc. Employer Savings Plan in CA (72 participants, $758K in assets).