Other · DOL Form 5500 · 2022
Association of Graduates, Usma Retirement Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 109
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $147,729
- Avg per participant Above avg balance/head
Official DOL plan name: Association of Graduates Retirement Savings Plan · Sponsored by Association of Graduates, Usma · New York · Professional & Technical Services
$16M in assets, 109 participants
Association of Graduates, Usma's Association of Graduates Retirement Savings Plan reported $16M in total assets and 109 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #15,841 in Professional & Technical Services (21,562 peers)
Coverage in New York
Association of Graduates Retirement Savings Plan covers 109 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $16M.
- #15,841
- in Professional & Technical Services (21,562 peers)
- -17.0%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Association of Graduates Retirement Savings Plan's outsized position by total assets
Association of Graduates Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,102,505 Top 26% higher than 74% 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
Association of Graduates Retirement Savings 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. Association of Graduates Retirement Savings Plan sits mid-pack in the medium band (109 participants).
EBSA filing schedule strip
Filing strip 141260763 · Association of Graduates, Usma PY 2022 · Other
Association of Graduates Retirement Savings Plan · $16M · 109 · 74th
- EBSA $16M
- PART 109
- TYPE 74th
- NET Other
- BOOK near Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan
- VS-ST ind #15841
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 Professional & Technical Services retirement plans → · Plans in New York →
Association of Graduates Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$3M |
| Employer EIN | 141260763 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Association of Graduates, Usma)
Sponsor-wide plan assets over time
All Association of Graduates, Usma plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 47.032228836445015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $16M |
| 2023 | 1 | 122 | $21M |
| 2024 | 1 | 126 | $24M |
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
Association of Graduates Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Valley Forge Educational Services Tiaa-Cref Section 403 B DC Retirement Plan in PA ($16M); by covered participants it is Dollar Energy Fund, Inc. 403(b) Plan in PA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.
- Dollar Energy Fund, Inc. 403(b) Plan (PA) 109 · 0 off
- Tiaa-Cref Retirement Plan of Alice Lloyd College (KY) 109 · 0 off
- St. Joseph's Catholic School Defined Contribution Plan (SC) 109 · 0 off
- Marc Development Centers DC Retirement Plan (WI) 109 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.