Profit Sharing · DOL Form 5500 · 2024
The Research Foundation for the State University of New York Profit Sharing Plan
Data updated 2026-08-06
- $1.3B
- Total assets
- 9,758
- Participants
- 99th
- Percentile by assets
- $130,077
- Avg per participant
Official DOL plan name: The Research Foundation for the State University of New York Retirement Plan · Sponsored by The Research Foundation for the State University of New York · New York · Professional & Technical Services
$1.3B in assets, 9,758 participants
The Research Foundation for the State University of New York's The Research Foundation for the State University of New York Retirement Plan reported $1.3B in total assets and 9,758 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 116,472 plans)
- #19,387 in Professional & Technical Services (19,542 peers)
Coverage in New York
The Research Foundation for the State University of New York Retirement Plan covers 9,758 participants in New York, 12x the typical New York plan (state average ~795 per filing). Assets: $1.3B.
- $1.3B
- total plan assets (2024 EOY)
- 9,758
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $130,077
- 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 Retirement Plan reported net income fell from $112M in the plan year 2023 filing to $92M in the plan year 2024 filing.
- The Research Foundation for the State University of New York Retirement Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.3B in the plan year 2024 filing.
- The Research Foundation for the State University of New York Retirement Plan reported participants fell from 10,120 in the plan year 2023 filing to 9,758 in the plan year 2024 filing.
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 Retirement Plan reports 9,758 participants - 12x that state average ($1.3B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $92M |
| Employer EIN | 141368361 |
| Plan Effective Date | 1955-06-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Research Foundation for the State University of New York)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15,908 | $1.9B |
| 2023 | 2 | 14,543 | $2.1B |
| 2024 | 2 | 14,048 | $2.3B |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
The Research Foundation for the State University of New York Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
- Mason Tenders District Council Annuity Fund $944M · 11,824
- Painting Industry Annuity Fund $884M · 5,414
Scale composition for The Research Foundation for the State University of New York Retirement Plan
The Research Foundation for the State University of New York Retirement Plan reports $1.3B in end-of-year assets across 9,758 participants (0.011% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.011% of 89,805,449 covered participants) - about $130,077 per participant (95% of the national average assets-per-participant) . Net income for plan year 2024 was $92M.
This plan identity (EIN 141368361, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.3B (+19.2%) while covered participants moved from 11,139 to 9,758 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 11,139 | $1.1B | Open filing |
| 2023 | 10,120 | $1.2B | Open filing |
| 2024 · index core | 9,758 | $1.3B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- The Research Foundation for the State University of New York Optional Retirement Plan (Other, $1.0B, 4,290 participants)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Research Foundation for the State University of New York Retirement Plan by total assets, not by location.
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan (PA) $1.3B · 3,927
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia (VA) $1.3B · 5,562
- Boilermakers National Annuity Trust (MO) $1.3B · 18,034
- Shv Profit Sharing Plan (CA) $1.3B · 53
Frequently Asked Questions
How did The Research Foundation for the State University of New York Retirement Plan assets move in 2024? ▼
How have The Research Foundation for the State University of New York plan assets changed over time? ▼
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Filing takeaways
Ways to act on The Research Foundation for the State University of New York Retirement Plan's numbers.
- By total assets, The Research Foundation for the State University of New York Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- The Research Foundation for the State University of New York's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans