New York University — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, New York University (EIN 13-5562308) is a plan sponsor located in New York, NY with 13 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-5562308
- Location
- New York, NY
- Loaded plans
- 13
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,577,254,942
- Total reported liabilities (EOY)
- $2,649,616
- Total reported net assets (EOY)
- $11,586,724,387
Contributions & income
- Employer contributions
- $294,085,436
- Participant contributions
- $255,149,480
- Total income / additions
- $2,165,844,996
Expenses & distributions
- Benefits paid / distributions
- $511,635,702
- Total expenses
- $515,863,483
- Net increase / (decrease)
- $1,649,981,513
Coverage
- Total reported participants
- 134,425
- Plans with financial statements
- 9
- Plans with provider compensation
- 8
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| New York University Retirement Plan For Members Of The Faculty, Professional Research Staff And Administration | 001 | 22,203 | $4,876,044,145 | 2023 |
| Nyu Grossman School Of Medicine Retirement Plan For Members Of The Faculty, Professional Research Staff And Administration | 005 | 11,571 | $4,016,899,403 | 2023 |
| New York University Supplemental Tax Deferred Annuity Plan | 004 | 22,135 | $1,170,500,985 | 2023 |
| Nyu Grossman School Of Medicine Management And Staff 403(B) Retirement Plan | 010 | 16,813 | $834,162,657 | 2023 |
| New York University Staff Pension Plan For Non-Contributory | 002 | 3,847 | $394,216,835 | 2023 |
| New York University Retiree Health & Welfare Plan | 520 | 2,987 | $226,039,716 | 2023 |
| New York University Retirement Plan For Adjunct Faculty Members | 009 | 5,272 | $42,909,953 | 2023 |
| Nyu Grossman School Of Medicine Retiree Welfare Benefit Plan | 530 | 713 | $8,892,888 | 2023 |
| Local One Security Officers Union Money Purchase Pension Plan | 007 | 234 | $7,588,360 | 2023 |
| Nyu Grossman School Of Medicine Health And Welfare Plan | 515 | 13,950 | not reported in the loaded dataset | 2023 |
| Employee Spending Account (Irc 125 Cafeteria Plan) | 507 | 13,705 | not reported in the loaded dataset | 2023 |
| New York University Health & Welfare Plan | 501 | 13,693 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | New York University Retirement Plan For Adjunct Faculty Members | 5,272 | H, C | 20240612103536NAL0059561122001 |
| 2023 | New York University Severance Plan | 7,302 | — | 20240805135832NAL0000719267001 |
| 2023 | Employee Spending Account (Irc 125 Cafeteria Plan) | 13,705 | — | 20240805135931NAL0002428160001 |
| 2023 | New York University Retiree Health & Welfare Plan | 2,987 | H | 20240805140036NAL0002428368001 |
| 2023 | New York University Health & Welfare Plan | 13,693 | — | 20240805140239NAL0003364162001 |
| 2023 | New York University Supplemental Tax Deferred Annuity Plan | 22,135 | H, C | 20240805144432NAL0003426754001 |
| 2023 | New York University Retirement Plan For Members Of The Faculty, Professional Research Staff And Administration | 22,203 | H, C | 20240805145001NAL0002225808001 |
| 2023 | Local One Security Officers Union Money Purchase Pension Plan | 234 | H, C | 20240805145411NAL0000793107001 |