Other · DOL Form 5500 · 2024

Russell Sage Foundation Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
36
Participants Small participant base
84th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Russell Sage Foundation DC Retirement Plan · Sponsored by Russell Sage Foundation · New York · Educational Services

$51M in assets, 36 participants

Russell Sage Foundation's Russell Sage Foundation DC Retirement Plan reported $51M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,637 in Educational Services (3,638 peers)

Where Russell Sage Foundation DC Retirement Plan sits by assets

Russell Sage Foundation DC Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 36 participants (~$1.4M/participant), up 10.7% in 2024.

#2,637
in Educational Services (3,638 peers)
+10.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Russell Sage Foundation DC Retirement Plan's outsized position by total assets

Russell Sage Foundation DC Retirement Plan vs every filed plan by assets

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

$50,744,171 Top 16% higher than 84% 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

Russell Sage Foundation DC Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Russell Sage Foundation DC Retirement Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Russell Sage Foundation DC Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Russell Sage Foundation DC Retirement Plan end-of-year assets rose from $46M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Russell Sage Foundation DC Retirement Plan reported participants rose from 34 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131635303 · Russell Sage Foundation PY 2024 · Other

Russell Sage Foundation DC Retirement Plan · $51M · 36 · 84th

  • BOY $51M
  • BOY 36
  • BOY 84th
  • BOY Other
  • BOY near Golden Valley Health Centers 403(b) Plan
  • BOY ind #2637

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 →

Russell Sage Foundation DC Retirement Plan in the asset neighbourhood

Utimco 403(b) Tax Sheltered Annuity PlanUtimco 403(b) Tax Sheltered …$51MGolden Valley Health Centers 403(b) PlanGolden Valley Health Centers…$51MRussell Sage Foundation DC Retirement PlanRussell Sage Foundation DC R…$51MSpecial People in Northeast, Inc. 403(b) PlanSpecial People in Northeast,…$51MBryn Mawr School Retirement Plan for Faculty Members and Administrative StaffBryn Mawr School Retirement …$51M
End-of-year total assets ($M) among Russell Sage Foundation DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$51M
Net Income$5M
Employer EIN131635303
Plan Effective Date1925-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Russell Sage Foundation)

Sponsor-wide plan assets over time

All Russell Sage Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$51M 34.82327195295889% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.6M $50.7M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 37 $38M
2023 1 34 $46M
2024 1 36 $51M

Nearby Other Plans in New York

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

Russell Sage Foundation DC Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Russell Sage Foundation DC Retirement Plan, Total assets ($B): 0.050744171 · Participants: 36Russell Sage Foundation DC 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
Russell Sage Foundation DC Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Russell Sage Foundation DC Retirement Plan side-by-side with 3 peers →

Russell Sage Foundation DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Golden Valley Health Centers 403(b) Plan in CA ($51M); by covered participants it is Covenant House Incorporated 403(b) Plan in PA (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Russell Sage Foundation DC Retirement Plan assets move in 2024? ▼
Russell Sage Foundation DC Retirement Plan grew at a solid clip - up 10.7% during 2024, from $46M to $51M. Reported net income was $5M.
How have Russell Sage Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russell Sage Foundation's sponsor-wide assets grew 34.8%, from $38M to $51M.
Where does Russell Sage Foundation DC Retirement Plan rank by assets among Form 5500 filers? ▼
Russell Sage Foundation DC Retirement Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Russell Sage Foundation DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Golden Valley Health Centers 403(b) Plan in CA ($51M, 1,127 participants).
Which Other plans cover a similar participant headcount to Russell Sage Foundation DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Covenant House Incorporated 403(b) Plan in PA (36 participants, $556K 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 131635303.

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.