Other · DOL Form 5500 · 2024

Open Society Institute Retirement Plan

Data updated 2026-08-11

$230M
Total assets
367
Participants
95th
Percentile by assets
$626,643
Avg per participant
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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.

  • 95th percentile by assets (of 123,622 plans)
  • #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.

$230M
total plan assets (2024 EOY)
367
covered participants
95th
percentile by assets (of 123,622 plans)
$626,643
avg assets per participant

Where Open Society Institute Retirement Plan sits 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 $2,010,000,000 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

  • 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 →

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. Open Society Institute Retirement Plan reports 367 participants - about 46% of that state average ($230M EOY assets).

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)

$180M$200M$220M$240M 202220232024 $188M $230M ▲ +22.4%
Total plan assets by year, all Open Society Institute plans on file
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 ($B) Participants Open Society Institu…, Total assets ($B): 0.229977938 · Participants: 367Open Society Institu…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 …
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 →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Open Society Institute Retirement Plan by total assets, not by location.

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).

Next read for Open Society Institute Retirement Plan

Filing takeaways

Ways to act on Open Society Institute Retirement 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 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.