Other · DOL Form 5500 · 2023
The New York Institute for Special Education Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 158
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $145,501
- Avg per participant Above avg balance/head
Official DOL plan name: Nyise Tax Deferred Annuity Plan · Sponsored by The New York Institute for Special Education · New York · Educational Services
$23M in assets, 158 participants
The New York Institute for Special Education's Nyise Tax Deferred Annuity Plan reported $23M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #2,196 in Educational Services (3,735 peers)
Coverage in New York
Nyise Tax Deferred Annuity Plan covers 158 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $23M.
- #2,196
- in Educational Services (3,735 peers)
- +7.8%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Nyise Tax Deferred Annuity Plan's outsized position by total assets
Nyise Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,989,111 Top 25% higher than 75% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Nyise Tax Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nyise Tax Deferred Annuity Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nyise Tax Deferred Annuity Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Nyise Tax Deferred Annuity Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Nyise Tax Deferred Annuity Plan reported participants fell from 167 in the plan year 2022 filing to 158 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 131740010 · The New York Institute for Special Education PY 2023 · Other
Nyise Tax Deferred Annuity Plan · $23M · 158 · 75th
- RANK $23M
- RANK 158
- RANK 75th
- RANK Other
- RANK near Foxcroft School 403(b) Retirement Plan
- RANK ind #2196
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 →
Nyise Tax Deferred Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 131740010 |
| Plan Effective Date | 1982-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The New York Institute for Special Education)
Sponsor-wide plan assets over time
All The New York Institute for Special Education plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 13.51316197467436% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $21M |
| 2023 | 1 | 158 | $23M |
| 2024 | 1 | 67 | $24M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Nyise Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Foxcroft School 403(b) Retirement Plan in VA ($23M); by covered participants it is Lawrence Academy Retirement Plan in MA (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Foxcroft School 403(b) Retirement Plan (VA) $23M · 94
- Cora Services 403(b) Retirement Plan (PA) $23M · 652
- Northeast Arc 403(b)Plan (MA) $23M · 271
- Sandia Preparatory School Defined Contribution Retirement Plan (NM) $23M · 91
Similar participant headcount
Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.