Research Foundation for the State University of New York retirement plans

The Research Foundation for the State University of New York, Albany, NY. EIN 14-1368361. Annual reports 2009–2024. Also filed as Research Foundation of SUNY; The Research Foundation for SUNY; The Research Foundation of State University of New York.

The Research Foundation for the State University of New York has 2 active retirement plans on file. The largest is the The Research Foundation for the State University of New York Retirement Plan, with 17,307 participants and $1.3 billion in assets in 2024. TIAA has been its recordkeeper since 2013. No traditional pension plan appears in Research Foundation for the State University of New York's filings since 2009.

Active plans: 2
Participants: 26,795
Plan assets: $2.3 billion
401(k) recordkeeper: TIAA
Plans on file: 2
Industry: Professional services

All 2 plans

Active plans first

The Research Foundation for the State University of New York Retirement Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 14-1368361
Participants (2024): 17,307
Net assets (2024): $1.3 billion
Recordkeeper: TIAA2013–2024
Plan administrator: The Research Foundation for the State University of New York
Po Box 9
Albany, NY 12201
(518) 434-7101As filed for 2024
In effect since: June 9, 1955

Earlier sponsors: Research Foundation of SUNY (2009–2011); The Research Foundation for SUNY (2012–2023).

Earlier plan names: Retirement Plan; Research Foundation of SUNY Retirement Plan; The Research Foundation for SUNY Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	17,307	$1.3 billion	TIAA
2023	16,976	$1.2 billion	TIAA
2022	17,590	$1.1 billion	TIAA
2021	17,369	$1.2 billion	TIAA
2020	20,295	$1.5 billion	TIAA
2019	20,426	$1.4 billion	not listed
2018	20,714	$1.2 billion	TIAA
2017	21,091	$1.3 billion	TIAA
2016	21,896	$1.2 billion	TIAA
2015	21,803	$1.1 billion	TIAA
2014	21,650	$1.2 billion	TIAA
2013	24,143	$1.1 billion	TIAA
2012	25,088	$1.0 billion	not listed
2011	21,120	$937 million	not listed
2010	20,807	$951 million	not listed
2009	21,885	$878 million	not listed

The Research Foundation for the State University of New York Optional Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 14-1368361
Participants (2024): 9,488
Net assets (2024): $1.0 billion
Recordkeeper: TIAA2012–2024
Plan administrator: The Research Foundation of State University of New York
Po Box 9
Albany, NY 12201
(518) 434-7101As filed for 2024
In effect since: January 1, 1968

Earlier sponsors: Research Foundation of SUNY (2009–2011); The Research Foundation for SUNY (2012–2023).

Earlier plan names: Optional Retirement Plan; Research Foundation of SUNY Optional Retirement Plan; The Research Foundation for SUNY Optional Retirement Plan; The Research Foundation for SUNY Optional.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,488	$1.0 billion	TIAA
2023	9,443	$960 million	TIAA
2022	9,845	$878 million	TIAA
2021	10,017	$1.0 billion	TIAA
2020	6,176	$588 million	TIAA
2019	6,212	$511 million	not listed
2018	6,186	$433 million	not listed
2017	6,150	$440 million	not listed
2016	6,300	$380 million	TIAA
2015	6,075	$348 million	not listed
2014	5,890	$333 million	not listed
2013	5,931	$307 million	not listed
2012	6,242	$254 million	TIAA
2011	6,920	$220 million	not listed
2010	5,890	$218 million	not listed
2009	5,883	$189 million	not listed

If you had money in one of these plans

Call TIAA (tiaa.org), which runs the The Research Foundation for the State University of New York Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((518) 434-7101). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

The Research Foundation for the State University of New York Retirement Plan

The Research Foundation for the State University of New York Optional Retirement Plan

If you had money in one of these plans

What these numbers are

Other professional services employers in NY