Other · DOL Form 5500 · 2024
Environmental Defense Fund, Inc. Retirement Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 903
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $182,858
- Avg per participant Above avg balance/head
Official DOL plan name: Environmental Defense Fund Retirement Savings Plan · Sponsored by Environmental Defense Fund, Inc. · New York · Other Services
$165M in assets, 903 participants
Environmental Defense Fund, Inc.'s Environmental Defense Fund Retirement Savings Plan reported $165M in total assets and 903 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,559 in Other Services (7,719 peers)
Where Environmental Defense Fund Retirement Savings Plan sits by assets
Environmental Defense Fund Retirement Savings Plan sits in the top 10% of all filed plans by assets, $165M for 903 participants (~$182,858/participant), up 4.5% in 2024.
- #7,559
- in Other Services (7,719 peers)
- +4.5%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Environmental Defense Fund Retirement Savings Plan's outsized position by total assets
Environmental Defense Fund Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$165,120,483 Top 7% higher than 93% 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
Environmental Defense Fund Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Environmental Defense Fund Retirement Savings Plan sits mid-pack in the medium band (903 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Environmental Defense Fund Retirement Savings Plan reported net income fell from $25M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Environmental Defense Fund Retirement Savings Plan end-of-year assets rose from $158M in the plan year 2023 filing to $165M in the plan year 2024 filing.
- Environmental Defense Fund Retirement Savings Plan reported participants rose from 866 in the plan year 2023 filing to 903 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 116107128 · Environmental Defense Fund, Inc. PY 2024 · Other
Environmental Defense Fund Retirement Savings Plan · $165M · 903 · 93rd
- PCT $165M
- PCT 903
- PCT 93rd
- PCT Other
- PCT near Sinai Health System Consolidated 403(b) Plan
- PCT ind #7559
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 Other Services retirement plans → · Plans in New York →
Environmental Defense Fund Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $158M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $7M |
| Employer EIN | 116107128 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Environmental Defense Fund, Inc.)
Sponsor-wide plan assets over time
All Environmental Defense Fund, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 24.431568986462622% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 636 | $133M |
| 2023 | 1 | 866 | $158M |
| 2024 | 1 | 903 | $165M |
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
Environmental Defense Fund Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Sinai Health System Consolidated 403(b) Plan in IL ($165M); by covered participants it is Saint Francis Health System, Inc. 403(b) Savings P in OK (903 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- Sinai Health System Consolidated 403(b) Plan (IL) $165M · 3,811
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan (PA) $165M · 2,272
- Ingalls Health System Smart Money Retirement Plan (IL) $166M · 3,235
- Davenport University Retirement Plan (MI) $164M · 1,328
Similar participant headcount
Nearest other-state filings by covered participants (903 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.