Other · DOL Form 5500 · 2024

Robin Hood Foundation Retirement Plan

Data updated 2026-08-11

$23M
Total assets
111
Participants
73rd
Percentile by assets
$210,022
Avg per participant
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Official DOL plan name: Robin Hood 403(b) Employee Deferral Plan · Sponsored by Robin Hood Foundation · New York · Other Services

$23M in assets, 111 participants

Robin Hood Foundation's Robin Hood 403(b) Employee Deferral Plan reported $23M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 123,622 plans)
  • #6,603 in Other Services (7,719 peers)

Coverage in New York

Robin Hood 403(b) Employee Deferral Plan covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $23M.

$23M
total plan assets (2024 EOY)
111
covered participants
73rd
percentile by assets (of 123,622 plans)
$210,022
avg assets per participant

Where Robin Hood 403(b) Employee Deferral Plan sits by total assets

Robin Hood 403(b) Employee Deferral Plan vs every filed plan by assets

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

$23,312,454 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robin Hood 403(b) Employee Deferral Plan reported net income fell from $3M in the plan year 2023 filing to $839K in the plan year 2024 filing.
  • Robin Hood 403(b) Employee Deferral Plan end-of-year assets fell from $24M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Robin Hood 403(b) Employee Deferral Plan reported participants fell from 114 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
New York
Industry
Other Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Robin Hood 403(b) Employee Deferral Plan reports 111 participants - about 14% of that state average ($23M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$839K
Employer EIN133441066
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robin Hood Foundation)

$20M$30M$40M$50M$60M 202220232024 $40.5M $48.6M ▲ +20.1%
Total plan assets by year, all Robin Hood Foundation plans on file
Year Plans Participants Total Assets
2022 2 245 $40M
2023 1 114 $24M
2024 2 221 $49M

Nearby Other Plans in New York

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

Robin Hood 403(b) Employee Deferral Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Robin Hood 403(b) Em…, Total assets ($B): 0.023312454 · Participants: 111Robin Hood 403(b) Em…Northwell Health 403…, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medi…University of Roches…, Total assets ($B): 8.002376506 · Participants: 30335University of Roches…Memorial Sloan Kette…, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for …
Robin Hood 403(b) Employee Deferral Plan vs. nearby Other plans in New York, assets vs. participants
Compare Robin Hood 403(b) Employee Deferral Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Robin Hood 403(b) Employee Deferral Plan by total assets, not by location.

Frequently Asked Questions

How did Robin Hood 403(b) Employee Deferral Plan assets move in 2024? ▼
Robin Hood 403(b) Employee Deferral Plan edged up modestly - up 3.7% during 2024, from $22M to $23M. Reported net income was $839K.
How have Robin Hood Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robin Hood Foundation's sponsor-wide assets grew 20.1%, from $40M to $49M.
Which Other plans are similar in size to Robin Hood 403(b) Employee Deferral Plan? ▼
Among Other plans in other states, the closest by assets is Tabor College Retirement Plan in KS ($23M, 141 participants).

Next read for Robin Hood 403(b) Employee Deferral Plan

Filing takeaways

Ways to act on Robin Hood 403(b) Employee Deferral Plan's numbers.

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 133441066.

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.