Other · DOL Form 5500 · 2024
Council on Foreign Relations Retirement Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 370
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $444,929
- Avg per participant High balance/head
Official DOL plan name: Council on Foreign Relations 403(b) Retirement Plan · Sponsored by Council on Foreign Relations · New York · Other Services
$165M in assets, 370 participants
Council on Foreign Relations's Council on Foreign Relations 403(b) Retirement Plan reported $165M in total assets and 370 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,558 in Other Services (7,719 peers)
Coverage in New York
Council on Foreign Relations 403(b) Retirement Plan covers 370 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $165M.
- #7,558
- in Other Services (7,719 peers)
- +11.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Council on Foreign Relations 403(b) Retirement Plan's outsized position by total assets
Council on Foreign Relations 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$164,623,679 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Council on Foreign Relations 403(b) 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. Council on Foreign Relations 403(b) Retirement Plan sits mid-pack in the medium band (370 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Council on Foreign Relations 403(b) Retirement Plan reported net income fell from $20M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Council on Foreign Relations 403(b) Retirement Plan end-of-year assets rose from $148M in the plan year 2023 filing to $165M in the plan year 2024 filing.
- Council on Foreign Relations 403(b) Retirement Plan reported participants rose from 345 in the plan year 2023 filing to 370 in the plan year 2024 filing.
DOL schedule card
Filing strip 131628168 · Council on Foreign Relations PY 2024 · Other
Council on Foreign Relations 403(b) Retirement Plan · $165M · 370 · 93rd
- TYPE $165M
- TYPE 370
- TYPE 93rd
- TYPE Other
- TYPE near Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan
- TYPE ind #7558
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 →
Council on Foreign Relations 403(b) Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $16M |
| Employer EIN | 131628168 |
| Plan Effective Date | 1935-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Council on Foreign Relations)
Sponsor-wide plan assets over time
All Council on Foreign Relations plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 28.622924921518482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 334 | $128M |
| 2023 | 1 | 345 | $148M |
| 2024 | 1 | 370 | $165M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Council on Foreign Relations 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan in PA ($165M); by covered participants it is Packard Children's Health Alliance 403(b) Retirement Plan in CA (370 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan (PA) $165M · 2,272
- Davenport University Retirement Plan (MI) $164M · 1,328
- Community Health Network 403(b) Retirement Savings Plan (IN) $164M · N/A
- Sinai Health System Consolidated 403(b) Plan (IL) $165M · 3,811
Similar participant headcount
Nearest other-state filings by covered participants (370 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.