Other · DOL Form 5500 · 2022

Houghton University Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
166
Participants Small participant base
88th
Percentile by assets National rank
$308,452
Avg per participant High balance/head
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Official DOL plan name: Houghton University Defined Contribution Plan · Sponsored by Houghton University · New York · Educational Services

$51M in assets, 166 participants

Houghton University's Houghton University Defined Contribution Plan reported $51M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,142 in Educational Services (4,024 peers)

Coverage in New York

Houghton University Defined Contribution Plan covers 166 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $51M.

#3,142
in Educational Services (4,024 peers)
-14.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Houghton University Defined Contribution Plan's outsized position by total assets

Houghton University Defined Contribution Plan vs every filed plan by assets

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

$51,202,999 Top 12% higher than 88% 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

Houghton University Defined Contribution 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. Houghton University Defined Contribution Plan sits mid-pack in the medium band (166 participants).

Published 5500 schedule card

Filing strip 160743045 · Houghton University PY 2022 · Other

Houghton University Defined Contribution Plan · $51M · 166 · 88th

  • PART $51M
  • PART 166
  • PART 88th
  • PART Other
  • PART near The Park School Annuity Plan
  • PART ind #3142

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 →

Houghton University Defined Contribution Plan in the asset neighbourhood

Kent Place School Defined Contribution Retirement PlanKent Place School Defined Co…$51MThe Park School Annuity Plan$51MHoughton University Defined Contribution PlanHoughton University Defined …$51MThe American Bible Society Section 403(b) Savings & Retirement PlanThe American Bible Society S…$51MShady Hill School DC and Tda Retirement PlanShady Hill School DC and Tda…$51M
End-of-year total assets ($M) among Houghton University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$51M
Net Income-$9M
Employer EIN160743045
Plan Effective Date1939-11-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Houghton University)

Sponsor-wide plan assets over time

All Houghton University plans reported in each filing year

Latest sponsor-wide plan assets
$58M 12.322414942921606% vs 2022
2024 filing year
$50M$52M$54M$56M$58M$60M 202220232024 $51.2M $57.5M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 166 $51M
2023 1 148 $55M
2024 1 145 $58M

Nearby Other Plans in New York

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

Houghton University Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Houghton University Defined Contribution Plan, Total assets ($B): 0.051202999 · Participants: 166Houghton University Defined Contribution 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
Houghton University Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare Houghton University Defined Contribution Plan side-by-side with 3 peers →

Houghton University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Park School Annuity Plan in MD ($51M); by covered participants it is Canterbury School Section 403(b) Plan in CT (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Houghton University Defined Contribution Plan assets move in 2022? ▼
Houghton University Defined Contribution Plan pulled back noticeably - down 14.5% during 2022, from $60M to $51M. Reported net income was -$9M.
How have Houghton University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houghton University's sponsor-wide assets grew 12.3%, from $51M to $58M.
Where does Houghton University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Houghton University Defined Contribution Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Houghton University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is The Park School Annuity Plan in MD ($51M, 202 participants).
Which Other plans cover a similar participant headcount to Houghton University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Canterbury School Section 403(b) Plan in CT (166 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160743045.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.