Profit Sharing · DOL Form 5500 · 2024

Yeshiva University Profit Sharing Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
73
Participants Small participant base
90th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Yeshiva University After-Tax Annuity Plan · Sponsored by Yeshiva University · New York · Educational Services

$96M in assets, 73 participants

Yeshiva University's Yeshiva University After-Tax Annuity Plan reported $96M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,996 in Educational Services (3,638 peers)

Where Yeshiva University After-Tax Annuity Plan sits by assets

Yeshiva University After-Tax Annuity Plan sits in the top 10% of all filed plans by assets, $96M for 73 participants (~$1.3M/participant), up 13.0% in 2024.

#2,996
in Educational Services (3,638 peers)
+13.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Yeshiva University After-Tax Annuity Plan's outsized position by total assets

Yeshiva University After-Tax Annuity Plan vs every filed plan by assets

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

$96,039,209 Top 10% higher than 90% 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

Yeshiva University After-Tax Annuity 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. Yeshiva University After-Tax Annuity Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Yeshiva University After-Tax Annuity Plan end-of-year assets rose from $85M in the plan year 2023 filing to $96M in the plan year 2024 filing.
  • Yeshiva University After-Tax Annuity Plan reported net income rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Yeshiva University After-Tax Annuity Plan reported participants fell from 77 in the plan year 2023 filing to 73 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131624225 · Yeshiva University PY 2024 · Profit Sharing

Yeshiva University After-Tax Annuity Plan · $96M · 73 · 90th

  • IND $96M
  • IND 73
  • IND 90th
  • IND Profit Sharing
  • IND near Local Union No. 90 I.B.E.W. Annuity Plan
  • IND ind #2996

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 →

Yeshiva University After-Tax Annuity Plan in the asset neighbourhood

N.E.C.a.-I.B.E.W. Local Union No. 35 Annuity PlanN.E.C.a.-I.B.E.W. Local Unio…$96MThe Profit Sharing Retirement Plan of the Procter & Gamble Commercial CompanyThe Profit Sharing Retiremen…$96MLocal Union No. 90 I.B.E.W. Annuity PlanLocal Union No. 90 I.B.E.W. …$96MYeshiva University After-Tax Annuity PlanYeshiva University After-Tax…$96MJrack Holdings, Inc. Profit Sharing PlanJrack Holdings, Inc. Profit …$96M
End-of-year total assets ($M) among Yeshiva University After-Tax Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$96M
Net Income$11M
Employer EIN131624225
Plan Effective Date1994-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Yeshiva University)

Sponsor-wide plan assets over time

All Yeshiva University plans reported in each filing year

Latest sponsor-wide plan assets
$830M 18.775308644715995% vs 2022
2024 filing year
$650M$700M$750M$800M$850M 202220232024 $699M $830M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,877 $699M
2023 2 1,972 $769M
2024 2 2,165 $830M

Nearby Profit Sharing Plans in New York

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

Yeshiva University After-Tax Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Yeshiva University After-Tax Annuity Plan, Total assets ($B): 0.096039209 · Participants: 73Yeshiva University After-Tax Annuity PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Yeshiva University After-Tax Annuity Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Yeshiva University After-Tax Annuity Plan side-by-side with 3 peers →

Yeshiva University After-Tax Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Local Union No. 90 I.B.E.W. Annuity Plan in CT ($96M); by covered participants it is Walters/Valley Ready Mix P/S Plan in ID (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Yeshiva University After-Tax Annuity Plan assets move in 2024? ▼
Yeshiva University After-Tax Annuity Plan grew at a solid clip - up 13.0% during 2024, from $85M to $96M. Reported net income was $11M.
How have Yeshiva University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Yeshiva University's sponsor-wide assets grew 18.8%, from $699M to $830M.
Where does Yeshiva University After-Tax Annuity Plan rank by assets among Form 5500 filers? ▼
Yeshiva University After-Tax Annuity Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Yeshiva University After-Tax Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Local Union No. 90 I.B.E.W. Annuity Plan in CT ($96M, 622 participants).
Which Profit Sharing plans cover a similar participant headcount to Yeshiva University After-Tax Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Walters/Valley Ready Mix P/S Plan in ID (73 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131624225.

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.