Research Foundation for the State University of New York 403(b) match, vesting and fees

Plan year 2024 filingThe Research Foundation for the State University of New York Optional Retirement Plan · Plan 003 · EIN 14-1368361Updated Oct 2026

What Research Foundation for the State University of New York's 403(b) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The filing does not report employer contributions. Plan year 2024 Form 5500 ↗
$110,180
Average account balance
9,488
Participants (end of year)
$1B
Plan assets (end of year)
0.03%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperTIAASchedule C ↗
Independent auditorGrant Thornton LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status403(b) · ActiveForm 5500 ↗

How the plan compares

Plan year 2024 medians for 134 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.

Research Foundation for the State University of New York: employer contribution per participant—
Peer median$2,514
Research Foundation for the State University of New York: average balance$110,180
Peer median$122,517
Research Foundation for the State University of New York: admin expenses ÷ assets0.03%
Peer median0.05%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $960M at the end of plan year 2023 to $1B at the end of plan year 2024.

$960M2023$1B2024
End-of-year figures from each plan year's Form 5500 filing for the Research Foundation for the State University of New York plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20249,488$1B——0.03%Not publishedForm 5500 ↗
20239,443$960M——0.03%Not publishedForm 5500 ↗

Other Research Foundation for the State University of New York plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

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

Plan 001 · EIN 14-1368361 · plan year 2024 filing
$77,538
Average account balance
17,307
Participants (end of year)
$1.3B
Plan assets (end of year)
0.06%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperTIAASchedule C ↗
Independent auditorGrant Thornton LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusProfit-sharing · ActiveForm 5500 ↗

Common questions

Does Research Foundation for the State University of New York match 401(k) contributions?

The match terms for the The Research Foundation for the State University of New York Optional Retirement Plan have not been published from its filing yet.

When is the Research Foundation for the State University of New York 401(k) match vested?

The vesting schedule for the The Research Foundation for the State University of New York Optional Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Research Foundation for the State University of New York 401(k)?

The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is The Research Foundation of State University of New York.

I left Research Foundation for the State University of New York. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (The Research Foundation of State University of New York, (518) 434-7101) or the recordkeeper, TIAA. The Research Foundation for the State University of New York old 401(k) page lists the contacts from every plan filing. Find an old Research Foundation for the State University of New York 401(k)

Data from the public Form 5500 annual reports Research Foundation for the State University of New York filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Research Foundation for the State University of New York. Not financial advice. Report a correction · Methodology