Open Society Institute
Plan context: The Open Society Institute Tax Sheltered Annuity Retirement Plan
EIN 13-7029285 • New York, NY • 88 filings • 23 plans
Current Snapshot
Latest Year
2025
2025 Participants
234
2025 Assets
$229,977,938
2025 Contributions
$10,108,490
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 234 | $0 | $0 | - |
| Open Society Institute Flexible Spending Account | - | 234 | - | - | - |
| 2024 | 4 | 278 | $229,977,938 | $10,108,490 | $36,361iApproximate average salary by contribution assumption: employee only about $909,037 at 4% or $606,025 at 6%; with 50% employer match about $606,025 at 4% or $404,016 at 6%; with 100% employer match about $454,518 at 4% or $303,012 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 278 | $229,977,938 | $10,108,490 | $36,361iApproximate average salary by contribution assumption: employee only about $909,037 at 4% or $606,025 at 6%; with 50% employer match about $606,025 at 4% or $404,016 at 6%; with 100% employer match about $454,518 at 4% or $303,012 at 6%. |
| Open Society Institute Flexible Spending Account | - | 267 | - | - | - |
| Open Society Institute 2021 Involuntary Separation Plan | - | 253 | - | - | - |
| Group Medical and Dental | - | 243 | - | - | - |
| 2023 | 6 | 367 | $214,087,027 | $10,530,407 | $28,693iApproximate average salary by contribution assumption: employee only about $717,330 at 4% or $478,220 at 6%; with 50% employer match about $478,220 at 4% or $318,813 at 6%; with 100% employer match about $358,665 at 4% or $239,110 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 367 | $214,087,027 | $10,530,407 | $28,693iApproximate average salary by contribution assumption: employee only about $717,330 at 4% or $478,220 at 6%; with 50% employer match about $478,220 at 4% or $318,813 at 6%; with 100% employer match about $358,665 at 4% or $239,110 at 6%. |
| Open Society Institute Flexible Spending Account | - | 198 | - | - | - |
| Open Society Institute 2021 Involuntary Separation Plan | - | 349 | - | - | - |
| OPEN SOCIETY INSTITUTE 2021 VOLUNTARY SEPARATION PLAN II | - | 0 | - | - | - |
| OPEN SOCIETY INSTITUTE 2021 VOLUNTARY SEPARATION PLAN I | - | 0 | - | - | - |
| Group Medical and Dental | - | 302 | - | - | - |
| 2022 | 6 | 486 | $187,828,380 | $10,742,692 | $22,104iApproximate average salary by contribution assumption: employee only about $552,608 at 4% or $368,405 at 6%; with 50% employer match about $368,405 at 4% or $245,603 at 6%; with 100% employer match about $276,304 at 4% or $184,203 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 486 | $187,828,380 | $10,742,692 | $22,104iApproximate average salary by contribution assumption: employee only about $552,608 at 4% or $368,405 at 6%; with 50% employer match about $368,405 at 4% or $245,603 at 6%; with 100% employer match about $276,304 at 4% or $184,203 at 6%. |
| Open Society Institute 2021 Involuntary Separation Plan | - | 354 | - | - | - |
| OPEN SOCIETY INSTITUTE 2021 VOLUNTARY SEPARATION PLAN FOR EMPLOYEES | - | 0 | - | - | - |
| OPEN SOCIETY INSTITUTE 2021 VOLUNTARY SEPARATION PLAN II | - | 0 | - | - | - |
| Open Society Institute Flexible Spending Account | - | 117 | - | - | - |
| Group Medical and Dental | - | 368 | - | - | - |
| 2021 | 6 | 537 | $244,096,079 | $14,506,434 | $27,014iApproximate average salary by contribution assumption: employee only about $675,346 at 4% or $450,231 at 6%; with 50% employer match about $450,231 at 4% or $300,154 at 6%; with 100% employer match about $337,673 at 4% or $225,115 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 459 | $244,096,079 | $14,506,434 | $31,604iApproximate average salary by contribution assumption: employee only about $790,111 at 4% or $526,741 at 6%; with 50% employer match about $526,741 at 4% or $351,160 at 6%; with 100% employer match about $395,055 at 4% or $263,370 at 6%. |
| Open Society Institute Flexible Spending Account | - | 253 | - | - | - |
| OPEN SOCIETY INSTITUTE 2021 VOLUNTARY SEPARATION PLAN FOR EMPLOYEES | - | 0 | - | - | - |
| OPEN SOCIETY INSTITUTE 2021 VOLUNTARY SEPARATION PLAN II | - | 205 | - | - | - |
| Open Society Institute 2021 Involuntary Separation Plan | - | 414 | - | - | - |
| Group Medical and Dental | - | 537 | - | - | - |
| 2020 | 3 | 590 | $204,128,239 | $13,819,481 | $23,423iApproximate average salary by contribution assumption: employee only about $585,571 at 4% or $390,381 at 6%; with 50% employer match about $390,381 at 4% or $260,254 at 6%; with 100% employer match about $292,786 at 4% or $195,190 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 590 | $204,128,239 | $13,819,481 | $23,423iApproximate average salary by contribution assumption: employee only about $585,571 at 4% or $390,381 at 6%; with 50% employer match about $390,381 at 4% or $260,254 at 6%; with 100% employer match about $292,786 at 4% or $195,190 at 6%. |
| Open Society Institute Flexible Spending Account | - | 312 | - | - | - |
| Group Medical and Dental | - | 564 | - | - | - |
| 2019 | 3 | 585 | $165,970,539 | $11,974,167 | $20,469iApproximate average salary by contribution assumption: employee only about $511,717 at 4% or $341,144 at 6%; with 50% employer match about $341,144 at 4% or $227,430 at 6%; with 100% employer match about $255,858 at 4% or $170,572 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 553 | $165,970,539 | $11,974,167 | $21,653iApproximate average salary by contribution assumption: employee only about $541,328 at 4% or $360,885 at 6%; with 50% employer match about $360,885 at 4% or $240,590 at 6%; with 100% employer match about $270,664 at 4% or $180,443 at 6%. |
| Open Society Institute Flexible Spending Account | - | 306 | - | - | - |
| Group Medical and Dental | - | 585 | - | - | - |
| 2018 | 3 | 541 | $135,133,945 | $11,394,977 | $21,063iApproximate average salary by contribution assumption: employee only about $526,570 at 4% or $351,047 at 6%; with 50% employer match about $351,047 at 4% or $234,031 at 6%; with 100% employer match about $263,285 at 4% or $175,523 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 541 | $135,133,945 | $11,394,977 | $21,063iApproximate average salary by contribution assumption: employee only about $526,570 at 4% or $351,047 at 6%; with 50% employer match about $351,047 at 4% or $234,031 at 6%; with 100% employer match about $263,285 at 4% or $175,523 at 6%. |
| Open Society Institute Flexible Spending Account | - | 248 | - | - | - |
| Group Medical and Dental | - | 529 | - | - | - |
| 2017 | 3 | 585 | $137,313,925 | $10,487,255 | $17,927iApproximate average salary by contribution assumption: employee only about $448,173 at 4% or $298,782 at 6%; with 50% employer match about $298,782 at 4% or $199,188 at 6%; with 100% employer match about $224,087 at 4% or $149,391 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 585 | $137,313,925 | $10,487,255 | $17,927iApproximate average salary by contribution assumption: employee only about $448,173 at 4% or $298,782 at 6%; with 50% employer match about $298,782 at 4% or $199,188 at 6%; with 100% employer match about $224,087 at 4% or $149,391 at 6%. |
| Open Society Institute Flexible Spending Account | - | 250 | - | - | - |
| Group Medical and Dental | - | 516 | - | - | - |
| 2016 | 3 | 506 | $115,803,640 | $11,023,400 | $21,785iApproximate average salary by contribution assumption: employee only about $544,634 at 4% or $363,090 at 6%; with 50% employer match about $363,090 at 4% or $242,060 at 6%; with 100% employer match about $272,317 at 4% or $181,545 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 506 | $115,803,640 | $11,023,400 | $21,785iApproximate average salary by contribution assumption: employee only about $544,634 at 4% or $363,090 at 6%; with 50% employer match about $363,090 at 4% or $242,060 at 6%; with 100% employer match about $272,317 at 4% or $181,545 at 6%. |
| Open Society Institute Flexible Spending Account | - | 253 | - | - | - |
| Group Medical and Dental | - | 504 | - | - | - |
| 2015 | 3 | 506 | $101,593,538 | $8,847,616 | $17,485iApproximate average salary by contribution assumption: employee only about $437,135 at 4% or $291,423 at 6%; with 50% employer match about $291,423 at 4% or $194,282 at 6%; with 100% employer match about $218,568 at 4% or $145,712 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 494 | $101,593,538 | $8,847,616 | $17,910iApproximate average salary by contribution assumption: employee only about $447,754 at 4% or $298,503 at 6%; with 50% employer match about $298,503 at 4% or $199,002 at 6%; with 100% employer match about $223,877 at 4% or $149,251 at 6%. |
| Open Society Institute Flexible Spending Account | - | 248 | - | - | - |
| Group Medical and Dental | - | 506 | - | - | - |
| 2014 | 3 | 487 | $101,640,341 | $9,124,706 | $18,737iApproximate average salary by contribution assumption: employee only about $468,414 at 4% or $312,276 at 6%; with 50% employer match about $312,276 at 4% or $208,184 at 6%; with 100% employer match about $234,207 at 4% or $156,138 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 473 | $101,640,341 | $9,124,706 | $19,291iApproximate average salary by contribution assumption: employee only about $482,278 at 4% or $321,519 at 6%; with 50% employer match about $321,519 at 4% or $214,346 at 6%; with 100% employer match about $241,139 at 4% or $160,759 at 6%. |
| Open Society Institute Flexible Spending Account | - | 253 | - | - | - |
| Group Medical and Dental | - | 487 | - | - | - |
| 2013 | 3 | 650 | $89,850,196 | $8,168,456 | $12,567iApproximate average salary by contribution assumption: employee only about $314,171 at 4% or $209,448 at 6%; with 50% employer match about $209,448 at 4% or $139,632 at 6%; with 100% employer match about $157,086 at 4% or $104,724 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 650 | $89,850,196 | $8,168,456 | $12,567iApproximate average salary by contribution assumption: employee only about $314,171 at 4% or $209,448 at 6%; with 50% employer match about $209,448 at 4% or $139,632 at 6%; with 100% employer match about $157,086 at 4% or $104,724 at 6%. |
| Open Society Institute Flexible Spending Account | - | 253 | - | - | - |
| Group Medical and Dental | - | 525 | - | - | - |
| 2012 | 3 | 921 | $70,212,587 | $8,229,262 | $8,935iApproximate average salary by contribution assumption: employee only about $223,378 at 4% or $148,919 at 6%; with 50% employer match about $148,919 at 4% or $99,279 at 6%; with 100% employer match about $111,689 at 4% or $74,459 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 594 | $70,212,587 | $8,229,262 | $13,854iApproximate average salary by contribution assumption: employee only about $346,349 at 4% or $230,900 at 6%; with 50% employer match about $230,900 at 4% or $153,933 at 6%; with 100% employer match about $173,175 at 4% or $115,450 at 6%. |
| Open Society Institute Flexible Spending Account | - | 248 | - | - | - |
| Group Medical and Dental | - | 921 | - | - | - |
| 2011 | 3 | 863 | $57,795,066 | $7,607,421 | $8,815iApproximate average salary by contribution assumption: employee only about $220,377 at 4% or $146,918 at 6%; with 50% employer match about $146,918 at 4% or $97,945 at 6%; with 100% employer match about $110,189 at 4% or $73,459 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 443 | $57,795,066 | $7,607,421 | $17,173iApproximate average salary by contribution assumption: employee only about $429,313 at 4% or $286,208 at 6%; with 50% employer match about $286,208 at 4% or $190,806 at 6%; with 100% employer match about $214,656 at 4% or $143,104 at 6%. |
| Open Society Institute Flexible Spending Account | - | 218 | - | - | - |
| Group Medical and Dental | - | 863 | - | - | - |
| 2010 | 4 | 813 | $51,964,699 | $7,085,842 | $8,716iApproximate average salary by contribution assumption: employee only about $217,892 at 4% or $145,261 at 6%; with 50% employer match about $145,261 at 4% or $96,841 at 6%; with 100% employer match about $108,946 at 4% or $72,631 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 416 | $51,964,699 | $7,085,842 | $17,033iApproximate average salary by contribution assumption: employee only about $425,832 at 4% or $283,888 at 6%; with 50% employer match about $283,888 at 4% or $189,259 at 6%; with 100% employer match about $212,916 at 4% or $141,944 at 6%. |
| Open Society Institute Flexible Spending Account | - | 234 | - | - | - |
| Open Society Institute Flexible Spending Account | - | 224 | - | - | - |
| Group Medical and Dental | - | 813 | - | - | - |
| 2009 | 3 | 391 | $40,862,261 | $5,950,470 | $15,219iApproximate average salary by contribution assumption: employee only about $380,465 at 4% or $253,643 at 6%; with 50% employer match about $253,643 at 4% or $169,095 at 6%; with 100% employer match about $190,232 at 4% or $126,822 at 6%. |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 364 | $40,862,261 | $5,950,470 | $16,347iApproximate average salary by contribution assumption: employee only about $408,686 at 4% or $272,457 at 6%; with 50% employer match about $272,457 at 4% or $181,638 at 6%; with 100% employer match about $204,343 at 4% or $136,229 at 6%. |
| Open Society Institute Flexible Spending Account | - | 206 | - | - | - |
| Group Medical and Dental | - | 391 | - | - | - |
| 2008 | 3 | 343 | $0 | $0 | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| Open Society Institute Flexible Spending Account | - | 216 | - | - | - |
| Group Medical and Dental | - | 343 | - | - | - |
| 2007 | 3 | 317 | $0 | $0 | - |
| Group Medical and Dental | - | 317 | - | - | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| Open Society Institute Flexible Spending Account | - | 165 | - | - | - |
| 2006 | 3 | 285 | $0 | $0 | - |
| Group Medical and Dental | - | 285 | - | - | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| Open Society Institute Flexible Spending Account | - | 164 | - | - | - |
| 2005 | 4 | 281 | $0 | $0 | - |
| Group Medical and Dental | - | 281 | - | - | - |
| Group Medical and Dental | - | 281 | - | - | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| Open Society Institute Flexible Spending Account | - | 127 | - | - | - |
| 2004 | 2 | 270 | $0 | $0 | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| Group Medical and Dental | - | 270 | - | - | - |
| 2003 | 2 | 250 | $0 | $0 | - |
| Group Medical and Dental | - | 250 | - | - | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| 2002 | 2 | 238 | $0 | $0 | - |
| Group Medical and Dental | - | 238 | - | - | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| 2001 | 2 | 86 | $0 | $0 | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| Group Life, Accidental Death, Medical Dental and Short Term Disability | - | 86 | - | - | - |
| 2000 | 3 | 251 | $0 | $0 | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| Group Long Term Disability | - | 251 | - | - | - |
| Group Life, Accidental Death, Medical Dental and Short Term Disability | - | 100 | - | - | - |
| 1999 | 4 | 263 | $0 | $0 | - |
| Group Long Term Disability | - | 263 | - | - | - |
| The Open Society Institute Tax Sheltered Annuity Retirement Plan | - | 0 | - | - | - |
| Group Medical and Dental | - | 234 | - | - | - |
| Group Life, Accidental Death, Medical Dental and Short Term Disability | - | 90 | - | - | - |