Other · DOL Form 5500 · 2022

Clarkson University Retirement Plan

Data updated 2026-08-25

$321M
Total assets Above avg plan size
683
Participants Below avg headcount
97th
Percentile by assets National rank
$470,632
Avg per participant High balance/head
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Official DOL plan name: Clarkson University Pension Plan · Sponsored by Clarkson University · New York · Educational Services

$321M in assets, 683 participants

Clarkson University's Clarkson University Pension Plan reported $321M in total assets and 683 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.

  • #3,840 in Educational Services (4,024 peers)

Where Clarkson University Pension Plan sits by assets

Clarkson University Pension Plan sits in the top 5% of all filed plans by assets, $321M for 683 participants (~$470,632/participant), down 12.0% in 2022.

#3,840
in Educational Services (4,024 peers)
-12.0%
assets change YoY
3.2×
vs typical plan assets (national mean)

The plan reported a net loss of $44M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clarkson University Pension Plan's outsized position by total assets

Clarkson University Pension Plan vs every filed plan by assets

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

$321,441,861 Top 3% higher than 97% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Clarkson University Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clarkson University Pension Plan sits mid-pack in the medium band (683 participants).

EBSA filing schedule strip

Filing strip 150543659 · Clarkson University PY 2022 · Other

Clarkson University Pension Plan · $321M · 683 · 97th

  • VS-ST $321M
  • BOY 683
  • SCH 97th
  • EBSA Other
  • PART near Swedishamerican 403(b) Incentivesaver Plan
  • TYPE ind #3840

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 →

Clarkson University Pension Plan in the asset neighbourhood

Children's Hospital & Medical Center 403(b) PlanChildren's Hospital & Medica…$324MClarkson University Pension PlanClarkson University Pension …$321MSwedishamerican 403(b) Incentivesaver PlanSwedishamerican 403(b) Incen…$321MCarleton College Defined Contribution PlanCarleton College Defined Con…$321MColorado College Retirement Benefit PlanColorado College Retirement …$319M
End-of-year total assets ($M) among Clarkson University Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$365M
Net Assets (End of Year)$321M
Net Income-$44M
Employer EIN150543659
Plan Effective Date1948-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarkson University)

Sponsor-wide plan assets over time

All Clarkson University plans reported in each filing year

Latest sponsor-wide plan assets
$373M 15.94607679302852% vs 2022
2024 filing year
$300M$320M$340M$360M$380M 202220232024 $321M $373M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 683 $321M
2023 1 889 $351M
2024 1 804 $373M

Nearby Other Plans in New York

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

Clarkson University Pension Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Clarkson University Pension Plan, Total assets ($B): 0.321441861 · Participants: 683Clarkson University Pension PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Clarkson University Pension Plan vs. nearby Other plans in New York, assets vs. participants

Clarkson University Pension Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Swedishamerican 403(b) Incentivesaver Plan in IL ($321M); by covered participants it is Sunny Glen Children's Home 403(b) Plan in TX (683 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($321M here).

Similar participant headcount

Nearest other-state filings by covered participants (683 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Clarkson University Pension Plan assets move in 2022?
Clarkson University Pension Plan pulled back noticeably - down 12.0% during 2022, from $365M to $321M. Reported net income was -$44M.
How have Clarkson University plan assets changed over time?
Across 3 plan years on file (2022-2024), Clarkson University's sponsor-wide assets grew 15.9%, from $321M to $373M.
Where does Clarkson University Pension Plan rank by assets among Form 5500 filers?
Clarkson University Pension 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 Clarkson University Pension Plan?
Among Other plans in other states, the closest by assets is Swedishamerican 403(b) Incentivesaver Plan in IL ($321M, 3,571 participants).
Which Other plans cover a similar participant headcount to Clarkson University Pension Plan?
Among Other plans in other states, the closest by covered participants is Sunny Glen Children's Home 403(b) Plan in TX (683 participants, $1M in assets).