Other · DOL Form 5500 · 2024
Trudeau Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 75
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $398,144
- Avg per participant High balance/head
Official DOL plan name: Trudeau Institute Retirement Plan · Sponsored by Trudeau Institute, Inc. · New York · Educational Services
$30M in assets, 75 participants
Trudeau Institute, Inc.'s Trudeau Institute Retirement Plan reported $30M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #2,247 in Educational Services (3,638 peers)
Where Trudeau Institute Retirement Plan sits by assets
Trudeau Institute Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 75 participants (~$398,144/participant), up 3.0% in 2024.
- #2,247
- in Educational Services (3,638 peers)
- +3.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Trudeau Institute Retirement Plan's outsized position by total assets
Trudeau Institute Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,860,805 Top 23% higher than 77% 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
Trudeau Institute 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. Trudeau Institute Retirement Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trudeau Institute Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $867K in the plan year 2024 filing.
- Trudeau Institute Retirement Plan reported participants fell from 83 in the plan year 2023 filing to 75 in the plan year 2024 filing.
- Trudeau Institute Retirement Plan end-of-year assets rose from $29M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 141401413 · Trudeau Institute, Inc. PY 2024 · Other
Trudeau Institute Retirement Plan · $30M · 75 · 77th
- NET $30M
- NET 75
- NET 77th
- NET Other
- NET near Logan University DC Plan
- NET ind #2247
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 →
Trudeau Institute Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $867K |
| Employer EIN | 141401413 |
| Plan Effective Date | 1967-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trudeau Institute, Inc.)
Sponsor-wide plan assets over time
All Trudeau Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 10.767583824243811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $27M |
| 2023 | 1 | 83 | $29M |
| 2024 | 1 | 75 | $30M |
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
Trudeau Institute Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Logan University DC Plan in MO ($30M); by covered participants it is New England Law Boston Defined Contribution Retirement Plan in MA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Logan University DC Plan (MO) $30M · 183
- Goodwill Industries of Southeastern Wisconsin, Inc. 403(b) Plan (WI) $30M · 10,695
- The Pegasus School DC Retirement Plan (CA) $30M · 123
- Coker University Retirement Plan (SC) $30M · 153
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- New England Law Boston Defined Contribution Retirement Plan (MA) 75 · 0 off
- Montserrat College of Art 403(b)DC Plan (MA) 75 · 0 off
- J.B. Speed Art Museum DC Plan (KY) 75 · 0 off
- Bridges Btc, Inc. Matching Plan (FL) 75 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.