Other · DOL Form 5500 · 2024

Open Society Institute Retirement Plan

Data updated 2026-08-25

$230M
Total assets Near avg plan size
367
Participants Below avg headcount
95th
Percentile by assets National rank
$626,643
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Open Society Institute Retirement Plan · Sponsored by Open Society Institute · New York · Other Services

$230M in assets, 367 participants

Open Society Institute's Open Society Institute Retirement Plan reported $230M in total assets and 367 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,610 in Other Services (7,719 peers)

Coverage in New York

Open Society Institute Retirement Plan covers 367 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $230M.

#7,610
in Other Services (7,719 peers)
+7.4%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Open Society Institute Retirement Plan's outsized position by total assets

Open Society Institute Retirement Plan vs every filed plan by assets

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

$229,977,938 Top 5% higher than 95% 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

Open Society Institute Retirement 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. Open Society Institute Retirement Plan sits mid-pack in the medium band (367 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Open Society Institute Retirement Plan reported net income fell from $26M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Open Society Institute Retirement Plan reported participants fell from 486 in the plan year 2023 filing to 367 in the plan year 2024 filing.
  • Open Society Institute Retirement Plan end-of-year assets rose from $214M in the plan year 2023 filing to $230M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 137029285 · Open Society Institute PY 2024 · Other

Open Society Institute Retirement Plan · $230M · 367 · 95th

  • EIN $230M
  • EIN 367
  • EIN 95th
  • EIN Other
  • EIN near Vandalia Health System 403(b) Plan
  • EIN ind #7610

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 →

Open Society Institute Retirement Plan in the asset neighbourhood

Drew University Defined Contribution and Tax Deferred PlanDrew University Defined Cont…$231MVandalia Health System 403(b) PlanVandalia Health System 403(b…$230MOpen Society Institute Retirement PlanOpen Society Institute Retir…$230MBaldwin Wallace University Defined Contribution and Tax Deferred SavingsBaldwin Wallace University D…$230MSave the Children Federation, Inc. Retirement Savings PlanSave the Children Federation…$229M
End-of-year total assets ($M) among Open Society Institute Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$230M
Net Income$16M
Employer EIN137029285
Plan Effective Date1993-12-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Open Society Institute)

Sponsor-wide plan assets over time

All Open Society Institute plans reported in each filing year

Latest sponsor-wide plan assets
$230M 22.440462937496452% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $188M $230M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 459 $188M
2023 1 486 $214M
2024 1 367 $230M

Nearby Other Plans in New York

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

Open Society Institute Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Open Society Institute Retirement Plan, Total assets ($B): 0.229977938 · Participants: 367Open Society Institute 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
Open Society Institute Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Open Society Institute Retirement Plan side-by-side with 3 peers →

Open Society Institute Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Vandalia Health System 403(b) Plan in WV ($230M); by covered participants it is The Episcopal Academy 403(b) Defined Contribution Retirement Plan in PA (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Open Society Institute Retirement Plan assets move in 2024? ▼
Open Society Institute Retirement Plan grew at a solid clip - up 7.4% during 2024, from $214M to $230M. Reported net income was $16M.
How have Open Society Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Open Society Institute's sponsor-wide assets grew 22.4%, from $188M to $230M.
Where does Open Society Institute Retirement Plan rank by assets among Form 5500 filers? ▼
Open Society Institute Retirement Plan ranks in the 95th 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 Open Society Institute Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Vandalia Health System 403(b) Plan in WV ($230M, N/A participants).
Which Other plans cover a similar participant headcount to Open Society Institute Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Episcopal Academy 403(b) Defined Contribution Retirement Plan in PA (367 participants, $58M 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 137029285.

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.