Civic Intelligence

Open Society Institute

Plan context: The Open Society Institute Tax Sheltered Annuity Retirement Plan

EIN 13-7029285 • New York, NY • 88 filings • 23 plans

224 W 57th StNew York, NY 10019-3212
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

$244,096,079$122,048,040$0200920172024YearValue
$229,977,938Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

9214610199920122025YearValue
234Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251234$0$0-
Open Society Institute Flexible Spending Account-234---
20244278$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---
20236367$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---
20226486$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---
20216537$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---
20203590$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---
20193585$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---
20183541$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---
20173585$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---
20163506$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---
20153506$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---
20143487$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---
20133650$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---
20123921$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---
20113863$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---
20104813$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---
20093391$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---
20083343$0$0-
The Open Society Institute Tax Sheltered Annuity Retirement Plan-0---
Open Society Institute Flexible Spending Account-216---
Group Medical and Dental-343---
20073317$0$0-
Group Medical and Dental-317---
The Open Society Institute Tax Sheltered Annuity Retirement Plan-0---
Open Society Institute Flexible Spending Account-165---
20063285$0$0-
Group Medical and Dental-285---
The Open Society Institute Tax Sheltered Annuity Retirement Plan-0---
Open Society Institute Flexible Spending Account-164---
20054281$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---
20042270$0$0-
The Open Society Institute Tax Sheltered Annuity Retirement Plan-0---
Group Medical and Dental-270---
20032250$0$0-
Group Medical and Dental-250---
The Open Society Institute Tax Sheltered Annuity Retirement Plan-0---
20022238$0$0-
Group Medical and Dental-238---
The Open Society Institute Tax Sheltered Annuity Retirement Plan-0---
2001286$0$0-
The Open Society Institute Tax Sheltered Annuity Retirement Plan-0---
Group Life, Accidental Death, Medical Dental and Short Term Disability-86---
20003251$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---
19994263$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---