Profit Sharing · DOL Form 5500 · 2024

The Research Foundation for the State University of New York Profit Sharing Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
9,758
Participants Very large workforce
99th
Percentile by assets National rank
$130,077
Avg per participant Near avg balance/head
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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.

  • #20,007 in Professional & Technical Services (20,173 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 ~798 per filing). Assets: $1.3B.

#20,007
in Professional & Technical Services (20,173 peers)
+7.8%
assets growth YoY
13×
vs typical plan assets (national mean)

The Research Foundation for the State University of New York Retirement Plan's outsized position by total assets

The Research Foundation for the State University of New York Retirement Plan vs every filed plan by assets

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

$1,269,293,939 Top 1% higher than 99% 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

The Research Foundation for the State University of New York 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 Retirement Plan lands in the large band (9,758 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141368361 · The Research Foundation for the State University of New York PY 2024 · Profit Sharing

The Research Foundation for the State University of New York Retirement Plan · $1.3B · 9,758 · 99th

  • EOY $1.3B
  • 5500 9,758
  • ASSETS 99th
  • PCT Profit Sharing
  • EIN near International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan
  • RANK ind #20007

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 Retirement Plan in the asset neighbourhood

Boilermakers National Annuity TrustBoilermakers National Annuit…$1.3BShv Profit Sharing Plan$1.3BSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaSection 403(b) Defined Contr…$1.3BThe Research Foundation for the State University of New York Retirement PlanThe Research Foundation for …$1.3BInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanInternational Brotherhood of…$1.3B
End-of-year total assets ($B) among The Research Foundation for the State University of New York Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.3B
Net Income$92M
Employer EIN141368361
Plan Effective Date1955-06-09
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All The Research Foundation for the 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
$1.8B$2B$2.2B$2.4B 202220232024 $1.94B $2.29B ▲ +18.0%
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 Scatter plot of 6 data points. 05000100001500020000 0.511.522.5 Total assets ($B) Participants The Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement 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 ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIORochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.944320888 · Participants: 11824Mason Tenders District Council Annuity Fund
The Research Foundation for the State University of New York Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare The Research Foundation for the State University of New York Retirement Plan side-by-side with 3 peers →

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 (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $130,077 per participant (94% 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 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan in PA ($1.3B); by covered participants it is International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware in PA (9,614 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9,758 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 The Research Foundation for the State University of New York Retirement Plan assets move in 2024? ▼
The Research Foundation for the State University of New York Retirement Plan grew at a solid clip - up 7.8% during 2024, from $1.2B to $1.3B. Reported net income was $92M.
How have The Research Foundation for the State University of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Research Foundation for the 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 Retirement Plan rank by assets among Form 5500 filers? ▼
The Research Foundation for the State University of New York Retirement Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to The Research Foundation for the State University of New York Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan in PA ($1.3B, 3,927 participants).
Which Profit Sharing plans cover a similar participant headcount to The Research Foundation for the State University of New York Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is International Union of Operating Engineers Joint Annuity Fund of Eastern Pennsylvania and Delaware in PA (9,614 participants, $562M 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 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.