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Employers › New York

Employer · plans filed under one EIN

New York State United Teachers

Latham, NY · Other services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$794Mnet assets across plans
1,702participant records791 active
$41.9Memployer contributions, latest plan years$52,992 per active record
$1.0MSchedule C compensation to organisations$591.63 per participant record

2 retirement plans with 100 or more participants file Form 5500 under New York State United Teachers's employer identification number (Latham, New York). Their latest filings total 1,702 participant records and $794M in net assets.

The largest is Nysut Employees Retirement Plan, a defined benefit pension plan with 1,084 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $41.9M and participant contributions $5.7M in the latest plan years; benefits paid were $65.8M. Schedule C compensation reported to service provider organisations totalled $1.0M.

Combined net assets moved from $201M in 2009 to $274M in 2025 (up 36%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Nysut Employees Retirement Plandefined benefit pension plan20241,084$520M$479,980$101,328$950K
Nysut Staff 401(k) Plan401(k) plan2025618$274M$443,559$6,219$57K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $201M2010: $230M2011: $323M2012: $359M2013: $424M2014: $435M2015: $468M2016: $500M2017: $532M2018: $548M2019: $604M2020: $705M2021: $267M2022: $624M2023: $704M2024: $778M2025: $274M$201M$778M$274M200920122016202020242025
Combined net assets
2009: 1,0102010: 1,0272011: 1,4512012: 1,4722013: 1,4892014: 1,5132015: 1,5182016: 1,5082017: 1,4942018: 1,5742019: 1,5992020: 1,6002021: 6012022: 1,6612023: 1,6852024: 1,7002025: 6181,0101,700618200920122016202020242025
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20251618$274M$2.5M$4.4M
202421,700$778M$42.2M$5.7M
202321,685$704M$23.8M$5.7M
202221,661$624M$24.7M$5.7M
20211601$267M$3.5M$4.7M
202021,600$705M$32.2M$5.9M
201921,599$604M$29.7M$5.9M
201821,574$548M$20.7M$5.5M
201721,494$532M$15.8M$4.9M
201621,508$500M$20.1M$5.1M
201521,518$468M$19.8M$5.2M
201421,513$435M$22.1M$4.8M
201321,489$424M$24.4M$4.9M
201221,472$359M$25.5M$5.0M
201121,451$323M$30.6M$1.7M
201021,027$230M$20.0M$1.7M
200921,010$201M$2.3M$1.7M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
SEI Trust CompanyTrustee (directed)1$849,182
US Bank National AssociationTrustee (directed)1$56,302
Segal Marco AdvisorsConsulting (general)1$44,667
Fiducient AdvisorsInvestment advisory (plan)1$44,000
Bonadio & Co. LLPAccounting (including auditing)1$12,800
Fidelity Investments Institutional—1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

SEI Trust Company$849K
US Bank National Association$56K
Segal Marco Advisors$45K
Fiducient Advisors$44K
Bonadio & Co. LLP$13K
Fidelity Investments Institutional$0

Questions and answers

How many retirement plans does New York State United Teachers have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Nysut Employees Retirement Plan and Nysut Staff 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does New York State United Teachers contribute to its plans?

$41,916,732 in employer contributions across these plans in their latest plan years, about $52,992 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name SEI Trust Company, US Bank National Association, Segal Marco Advisors and Fiducient Advisors and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.