Other · DOL Form 5500 · 2022

College Board Retirement Plan

Data updated 2026-08-11

$384M
Total assets
1,442
Participants
97th
Percentile by assets
$266,446
Avg per participant
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Official DOL plan name: College Entrance Examination Board Tax-Deferred Annuity Plan · Sponsored by College Board · New York · Educational Services

$384M in assets, 1,442 participants

College Board's College Entrance Examination Board Tax-Deferred Annuity Plan reported $384M in total assets and 1,442 participants in its 2022 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 97th percentile by assets (of 139,126 plans)
  • #3,868 in Educational Services (4,024 peers)

Where College Entrance Examination Board Tax-Deferred Annuity Plan sits by assets

College Entrance Examination Board Tax-Deferred Annuity Plan sits in the top 5% of all filed plans by assets, $384M for 1,442 participants (~$266,446/participant), down 10.0% in 2022.

$384M
total plan assets (2022 EOY)
1,442
covered participants
97th
percentile by assets (of 139,126 plans)
$266,446
avg assets per participant

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where College Entrance Examination Board Tax-Deferred Annuity Plan sits by total assets

College Entrance Examination Board Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$384,215,012 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

College Entrance Examination Board Tax-Deferred Annuity Plan vs the 2022 asset distribution

By assets, College Entrance Examination Board Tax-Deferred Annuity Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$427M
Net Assets (End of Year)$384M
Net Income-$42M
Employer EIN131623965
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (College Board)

$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.87B $1.16B ▲ +33.3%
Total plan assets by year, all College Board plans on file
Year Plans Participants Total Assets
2022 3 2,332 $870M
2023 3 2,648 $1.0B
2024 3 2,723 $1.2B

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

College Entrance Examination Board Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

College Entrance Examination Board Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants College Entrance Exa…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
College Entrance Examination Board Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to College Entrance Examination Board Tax-Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did College Entrance Examination Board Tax-Deferred Annuity Plan assets move in 2022?
College Entrance Examination Board Tax-Deferred Annuity Plan pulled back noticeably - down 10.0% during 2022, from $427M to $384M. Reported net income was -$42M.
How have College Board plan assets changed over time?
Across 3 plan years on file (2022-2024), College Board's sponsor-wide assets grew 33.6%, from $870M to $1.2B.
Where does College Entrance Examination Board Tax-Deferred Annuity Plan rank by assets among Form 5500 filers?
College Entrance Examination Board Tax-Deferred Annuity Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to College Entrance Examination Board Tax-Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Babson College Retirement Plan in MA ($384M, 1,103 participants).

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