Other · DOL Form 5500 · 2024

Research Foundation of the City University of New York Retirement Plan

Data updated 2026-08-25

$929M
Total assets Above avg plan size
5,353
Participants Above avg headcount
98th
Percentile by assets National rank
$173,591
Avg per participant Above avg balance/head
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Official DOL plan name: Research Foundation of the City University of New York Defined Contribution Retirement Plan · Sponsored by Research Foundation of the City University of New York · New York · Educational Services

$929M in assets, 5,353 participants

Research Foundation of the City University of New York's Research Foundation of the City University of New York Defined Contribution Retirement Plan reported $929M in total assets and 5,353 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.

  • #3,556 in Educational Services (3,638 peers)

Coverage in New York

Research Foundation of the City University of New York Defined Contribution Retirement Plan covers 5,353 participants in New York, 6.7x the typical New York plan (state average ~798 per filing). Assets: $929M.

#3,556
in Educational Services (3,638 peers)
+41.0%
assets growth YoY
9.3×
vs typical plan assets (national mean)

Research Foundation of the City University of New York Defined Contribution Retirement Plan's outsized position by total assets

Research Foundation of the City University of New York Defined Contribution Retirement Plan vs every filed plan by assets

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

$929,231,687 Top 2% higher than 98% 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

Research Foundation of the City University of New York Defined Contribution 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. Research Foundation of the City University of New York Defined Contribution Retirement Plan lands in the large band (5,353 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Research Foundation of the City University of New York Defined Contribution Retirement Plan end-of-year assets rose from $659M in the plan year 2023 filing to $929M in the plan year 2024 filing.
  • Research Foundation of the City University of New York Defined Contribution Retirement Plan reported net income fell from $64M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Research Foundation of the City University of New York Defined Contribution Retirement Plan reported participants rose from 5,316 in the plan year 2023 filing to 5,353 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131988190 · Research Foundation of the City University of New York PY 2024 · Other

Research Foundation of the City University of New York Defined Contribution Retirement Plan · $929M · 5,353 · 98th

  • VS-ST $929M
  • VS-ST 5,353
  • VS-ST 98th
  • VS-ST Other
  • VS-ST near Cape Cod Healthcare 403(b) Partnership Plan
  • VS-ST ind #3556

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 →

Research Foundation of the City University of New York Defined Contribution Retirement Plan in the asset neighbourhood

Cape Cod Healthcare 403(b) Partnership PlanCape Cod Healthcare 403(b) P…$929MResearch Foundation of the City University of New York Defined Contribution Retirement PlanResearch Foundation of the C…$929MParkview Health System, Inc. 403(b) PlanParkview Health System, Inc.…$928MMarquette University Retirement PlanMarquette University Retirem…$926MJoint Annuity Fund Local 164 IBEWJoint Annuity Fund Local 164…$925M
End-of-year total assets ($M) among Research Foundation of the City University of New York Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$659M
Net Assets (End of Year)$929M
Net Income$49M
Employer EIN131988190
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Research Foundation of the City University of New York)

Sponsor-wide plan assets over time

All Research Foundation of the City University of New York plans reported in each filing year

Latest sponsor-wide plan assets
$929M 19.905918072215602% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $775M $929M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 16,634 $775M
2023 2 13,273 $861M
2024 2 13,336 $929M

Nearby Other Plans in New York

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

Research Foundation of the City University of New York Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 051015 Total assets ($B) Participants Research Foundation of the City University of New York Defined Contribution Retirement Plan, Total assets ($B): 0.929231687 · Participants: 5353Research Foundation of the City University of New York Defined Contribution Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Research Foundation of the City University of New York Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Research Foundation of the City University of New York Defined Contribution Retirement Plan side-by-side with 3 peers →

Scale composition for Research Foundation of the City University of New York Defined Contribution Retirement Plan

Research Foundation of the City University of New York Defined Contribution Retirement Plan reports $929M in end-of-year assets across 5,353 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $173,591 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $49M.

This plan identity (EIN 131988190, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $595M to $929M (+56.1%) while covered participants moved from 8,264 to 5,353 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,264 $595M Open filing
2023 5,316 $659M Open filing
2024 · index core 5,353 $929M This page

Research Foundation of the City University of New York Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Cape Cod Healthcare 403(b) Partnership Plan in MA ($929M); by covered participants it is University of La Verne 403(b) Retirement Savings Plan in CA (5,279 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($929M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,353 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 Research Foundation of the City University of New York Defined Contribution Retirement Plan assets move in 2024? ▼
Research Foundation of the City University of New York Defined Contribution Retirement Plan surged - up 41.0% during 2024, from $659M to $929M. Reported net income was $49M.
How have Research Foundation of the City University of New York plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Research Foundation of the City University of New York's sponsor-wide assets grew 19.9%, from $775M to $929M.
Where does Research Foundation of the City University of New York Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Research Foundation of the City University of New York Defined Contribution Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 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 Research Foundation of the City University of New York Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cape Cod Healthcare 403(b) Partnership Plan in MA ($929M, 4,851 participants).
Which Other plans cover a similar participant headcount to Research Foundation of the City University of New York Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of La Verne 403(b) Retirement Savings Plan in CA (5,279 participants, $266M 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 131988190.

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.