Other · DOL Form 5500 · 2024
The Research Foundation of State University of New York Retirement Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 4,290
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $238,929
- Avg per participant Above avg balance/head
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.
- #19,964 in Professional & Technical Services (20,173 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 ~798 per filing). Assets: $1.0B.
- #19,964
- in Professional & Technical Services (20,173 peers)
- +6.7%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
The Research Foundation for the State University of New York Optional Retirement Plan's outsized position by total assets
The Research Foundation for the State University of New York Optional Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,025,004,578 Top 2% higher than 98% 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
The Research Foundation for the State University of New York Optional Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Research Foundation for the State University of New York Optional Retirement Plan lands in the large band (4,290 participants).
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.
Published 5500 schedule card
Filing strip 141368361 · The Research Foundation of State University of New York PY 2024 · Other
The Research Foundation for the State University of New York Optional Retirement Plan · $1.0B · 4,290 · 98th
- RANK $1.0B
- PHOTO 4,290
- IND 98th
- EOY Other
- 5500 near Argonne National Laboratory 401(a) Retirement Plan
- ASSETS ind #19964
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 Professional & Technical Services retirement plans → · Plans in New York →
The Research Foundation for the State University of New York Optional Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $960M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $65M |
| Employer EIN | 141368361 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Research Foundation of State University of New York)
Sponsor-wide plan assets over time
All The Research Foundation of State University of New York plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.3B 18.04638980588855% vs 2022
- 2024 filing year
| 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.
- 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
The Research Foundation for the State University of New York Optional Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Argonne National Laboratory 401(a) Retirement Plan in IL ($1.0B); by covered participants it is Saint Louis University 403(b) Annuity Plan in MO (4,219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Argonne National Laboratory 401(a) Retirement Plan (IL) $1.0B · 3,262
- Children's Hospital Colorado 403(b) Plan (CO) $1.0B · 9,224
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) $1.0B · 6,717
- Geisinger System Services Tax Sheltered Annuity Program (PA) $1.1B · 24,752
Similar participant headcount
Nearest other-state filings by covered participants (4,290 participants); asset peers above are excluded.
- Saint Louis University 403(b) Annuity Plan (MO) 4,219 · 71 off
- Bsa Match Savings Plan (TX) 4,216 · 74 off
- Lifespace Communities 403(b) Plan (TX) 4,372 · 82 off
- Bhs Partnership 403b Pension Plan (MA) 4,203 · 87 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.