Other · DOL Form 5500 · 2022
College Board Retirement Plan
Data updated 2026-08-25
- $384M
- Total assets Above avg plan size
- 1,442
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $266,446
- Avg per participant High balance/head
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.
- #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.
- #3,868
- in Educational Services (4,024 peers)
- -10.0%
- assets change YoY
- 3.9×
- vs typical plan assets (national mean)
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.
College Entrance Examination Board Tax-Deferred Annuity Plan's outsized position 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
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's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. College Entrance Examination Board Tax-Deferred Annuity Plan lands in the large band (1,442 participants).
Form 5500 schedule snapshot
Filing strip 131623965 · College Board PY 2022 · Other
College Entrance Examination Board Tax-Deferred Annuity Plan · $384M · 1,442 · 97th
- SCH $384M
- EBSA 1,442
- PART 97th
- TYPE Other
- NET near Babson College Retirement Plan
- BOOK ind #3868
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →
College Entrance Examination Board Tax-Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $427M |
|---|---|
| Net Assets (End of Year) | $384M |
| Net Income | -$42M |
| Employer EIN | 131623965 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College Board)
Sponsor-wide plan assets over time
All College Board plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 33.6481713357233% vs 2022
- 2024 filing year
| 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.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
College Entrance Examination Board Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Babson College Retirement Plan in MA ($384M); by covered participants it is Electricians Annuity Plan - IBEW Local 456 in NJ (1,442 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($384M here).
- Babson College Retirement Plan (MA) $384M · 1,103
- Swarthmore College Regular Retirement Plan (PA) $385M · 1,077
- Multicare Health System Retirement Account Plan (WA) $385M · 11,050
- Guthrie 403(b) Retirement Savings Plan (PA) $382M · 6,526
Similar participant headcount
Nearest other-state filings by covered participants (1,442 participants); asset peers above are excluded.
- Electricians Annuity Plan - IBEW Local 456 (NJ) 1,442 · 0 off
- The Art Institute of Chicago Tax Deferred Savings Program (IL) 1,440 · 2 off
- The South County Hospital 403(b) Retirement Plan (RI) 1,446 · 4 off
- The University of Chicago Medical Center Contributory Retirement Plan (IL) 1,446 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.