Other · DOL Form 5500 · 2024

The Research Foundation of State University of New York Retirement Plan

Data updated 2026-08-06

$1.0B
Total assets
4,290
Participants
98th
Percentile by assets
$238,929
Avg per participant
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Official DOL plan name: The Research Foundation for the State University of New York Optional Retirement Plan · Sponsored by The Research Foundation of State University of New York · New York · Professional & Technical Services

$1.0B in assets, 4,290 participants

The Research Foundation of State University of New York's The Research Foundation for the State University of New York Optional Retirement Plan reported $1.0B in total assets and 4,290 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 116,472 plans)
  • #19,346 in Professional & Technical Services (19,542 peers)

Coverage in New York

The Research Foundation for the State University of New York Optional Retirement Plan covers 4,290 participants in New York, 5.4x the typical New York plan (state average ~795 per filing). Assets: $1.0B.

$1.0B
total plan assets (2024 EOY)
4,290
covered participants
98th
percentile by assets (of 116,472 plans)
$238,929
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Research Foundation for the State University of New York Optional Retirement Plan reported net income fell from $82M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • The Research Foundation for the State University of New York Optional Retirement Plan end-of-year assets rose from $960M in the plan year 2023 filing to $1.0B in the plan year 2024 filing.
  • The Research Foundation for the State University of New York Optional Retirement Plan reported participants fell from 4,423 in the plan year 2023 filing to 4,290 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. The Research Foundation for the State University of New York Optional Retirement Plan reports 4,290 participants - 5.4x that state average ($1.0B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$960M
Net Assets (End of Year)$1.0B
Net Income$65M
Employer EIN141368361
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Research Foundation of State University of New York)

$1.8B$2B$2.2B$2.4B 202220232024 $1.94B $2.29B ▲ +18.0%
Total plan assets by year, all The Research Foundation of State University of New York plans on file
Year Plans Participants Total Assets
2022 2 15,908 $1.9B
2023 2 14,543 $2.1B
2024 2 14,048 $2.3B

Nearby Other Plans in New York

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

The Research Foundation for the State University of New York Optional Retirement Plan vs. nearby Other plans in New York, assets vs. participants

The Research Foundation for the State University of New York Optional Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 051015 Total assets ($B) Participants The Research Foundat…Northwell Health 403…The Mount Sinai Medi…Memorial Sloan Kette…Retirement Plan for …New York University …
The Research Foundation for the State University of New York Optional Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare The Research Foundation for the State Un… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Research Foundation for the State University of New York Optional Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Research Foundation for the State University of New York Optional Retirement Plan assets move in 2024? ▼
The Research Foundation for the State University of New York Optional Retirement Plan grew at a solid clip - up 6.7% during 2024, from $960M to $1.0B. Reported net income was $65M.
How have The Research Foundation of State University of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Research Foundation of State University of New York's sponsor-wide assets grew 18.0%, from $1.9B to $2.3B.
Where does The Research Foundation for the State University of New York Optional Retirement Plan rank by assets among Form 5500 filers? ▼
The Research Foundation for the State University of New York Optional Retirement Plan ranks in the 98th percentile by end-of-year assets among 116,472 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 The Research Foundation for the State University of New York Optional Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Argonne National Laboratory 401(a) Retirement Plan in IL ($1.0B, 3,262 participants).

Next read for The Research Foundation for the State Un…

Filing takeaways

Ways to act on The Research Foundation for the State University of New York Optional Retirement Plan's numbers.

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 141368361.

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.