Other · DOL Form 5500 · 2022
Trustees of Columbia University Retirement Plan
Data updated 2026-08-25
- $4.4B
- Total assets Very large vs avg
- 14,287
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $304,602
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Officers of Columbia University · Sponsored by Trustees of Columbia University · New York · Educational Services
$4.4B in assets, 14,287 participants
Trustees of Columbia University's Retirement Plan for Officers of Columbia University reported $4.4B in total assets and 14,287 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #4,015 in Educational Services (4,024 peers)
Coverage in New York
Retirement Plan for Officers of Columbia University covers 14,287 participants in New York, 18x the typical New York plan (state average ~798 per filing). Assets: $4.4B.
- #4,015
- in Educational Services (4,024 peers)
- -12.9%
- assets change YoY
- 44×
- vs typical plan assets (national mean)
The plan reported a net loss of $644M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Officers of Columbia University's outsized position by total assets
Retirement Plan for Officers of Columbia University vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,351,843,545 Highest reported value at or above every one 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
Retirement Plan for Officers of Columbia University's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Officers of Columbia University is a mega filing (14,287 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 135598093 · Trustees of Columbia University PY 2022 · Other
Retirement Plan for Officers of Columbia University · $4.4B · 14,287 · 100th
- PART $4.4B
- TYPE 14,287
- NET 100th
- BOOK Other
- VS-ST near Fca US LLC Salaried Employees' Savings Plan
- BOY ind #4015
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 →
Retirement Plan for Officers of Columbia University in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5.0B |
|---|---|
| Net Assets (End of Year) | $4.4B |
| Net Income | -$644M |
| Employer EIN | 135598093 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Columbia University)
Sponsor-wide plan assets over time
All Trustees of Columbia University plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.9B 27.120545778062127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 36,618 | $8.5B |
| 2023 | 7 | 56,957 | $12.7B |
| 2024 | 6 | 43,434 | $10.9B |
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
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $4.2B · 8,299
Scale composition for Retirement Plan for Officers of Columbia University
Retirement Plan for Officers of Columbia University reports $4.4B in end-of-year assets across 14,287 participants (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $304,602 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2022 was -$644M.
This plan identity (EIN 135598093, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.4B to $5.6B (+29.7%) while covered participants moved from 14,287 to 14,399 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,287 | $4.4B | This page |
| 2023 | 14,407 | $5.0B | Open filing |
| 2024 · index core | 14,399 | $5.6B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Retirement Plan for Officers of Columbia University (Other, $5.6B, 14,399 participants)
- Columbia University Voluntary Retirement Savings Plan (Other, $4.7B, 25,394 participants)
- Columbia University Defined Contribution Plan for Supporting Staff (Other, $177M, 1,232 participants)
- Columbia University Retirement Plan - Local 241, Transport Workers Union of America (Defined Benefit (Pension), $176M, 969 participants)
Retirement Plan for Officers of Columbia University's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Fca US LLC Salaried Employees' Savings Plan in MI ($4.3B); by covered participants it is Jefferson Defined Contribution Retirement Plan in PA (14,302 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.4B here).
- Fca US LLC Salaried Employees' Savings Plan (MI) $4.3B · 17,796
- Caltech Base Retirement Plan (CA) $4.2B · 9,827
- Stanford Health Care Retirement Savings Plan (CA) $4.5B · 20,237
- The Mitre Corporation Tax Sheltered Annuity Plan (MA) $4.1B · 12,320
Similar participant headcount
Nearest other-state filings by covered participants (14,287 participants); asset peers above are excluded.
- Jefferson Defined Contribution Retirement Plan (PA) 14,302 · 15 off
- Parkview Health System, Inc. 403(b) Plan (IN) 14,230 · 57 off
- The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) 14,185 · 102 off
- Multicare Health System 403(b) Employee Savings Plan (WA) 14,779 · 492 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.