Other · DOL Form 5500 · 2022
Trustees of Columbia University Retirement Plan
Data updated 2026-08-25
- $3.5B
- Total assets Very large vs avg
- 16,817
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $208,136
- Avg per participant Above avg balance/head
Official DOL plan name: Columbia University Voluntary Retirement Savings Plan · Sponsored by Trustees of Columbia University · New York · Educational Services
$3.5B in assets, 16,817 participants
Trustees of Columbia University's Columbia University Voluntary Retirement Savings Plan reported $3.5B in total assets and 16,817 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.
- #4,008 in Educational Services (4,024 peers)
Coverage in New York
Columbia University Voluntary Retirement Savings Plan covers 16,817 participants in New York, 21x the typical New York plan (state average ~798 per filing). Assets: $3.5B.
- #4,008
- in Educational Services (4,024 peers)
- -12.6%
- assets change YoY
- 35×
- vs typical plan assets (national mean)
The plan reported a net loss of $504M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Columbia University Voluntary Retirement Savings Plan's outsized position by total assets
Columbia University Voluntary Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,500,223,250 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
Columbia University Voluntary Retirement Savings Plan'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. Columbia University Voluntary Retirement Savings Plan is a mega filing (16,817 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 135598093 · Trustees of Columbia University PY 2022 · Other
Columbia University Voluntary Retirement Savings Plan · $3.5B · 16,817 · 100th
- SCH $3.5B
- EBSA 16,817
- PART 100th
- TYPE Other
- NET near Northwestern University Retirement Plan
- BOOK ind #4008
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 →
Columbia University Voluntary Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4.0B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | -$504M |
| Employer EIN | 135598093 |
| Plan Effective Date | 2006-07-01 |
| 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
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Scale composition for Columbia University Voluntary Retirement Savings Plan
Columbia University Voluntary Retirement Savings Plan reports $3.5B in end-of-year assets across 16,817 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $208,136 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was -$504M.
This plan identity (EIN 135598093, plan #009) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.5B to $4.7B (+34.5%) while covered participants moved from 16,817 to 25,394 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,817 | $3.5B | This page |
| 2023 | 15,290 | $3.0B | Open filing |
| 2023 | 23,835 | $4.1B | Open filing |
| 2024 · index core | 25,394 | $4.7B | 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)
Columbia University Voluntary Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Northwestern University Retirement Plan in IL ($3.5B); by covered participants it is Penn State Health Tax Sheltered Annuity Program in PA (16,787 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.5B here).
- Northwestern University Retirement Plan (IL) $3.5B · 9,465
- Upmc 403(b) Retirement Savings Plan (PA) $3.5B · 75,307
- Vanderbilt University Medical Center Retirement Plan (TN) $3.4B · 28,507
- University of Southern California Tax-Deferred Annuity Plan (CA) $3.7B · 22,632
Similar participant headcount
Nearest other-state filings by covered participants (16,817 participants); asset peers above are excluded.
- Penn State Health Tax Sheltered Annuity Program (PA) 16,787 · 30 off
- Yale University Tax-Deferred 403(b) Savings Plan (CT) 16,785 · 32 off
- Henry Ford Health System Heritage 403(b) Plan (MI) 17,067 · 250 off
- St. Luke's Health Network 403(b) Plan (PA) 17,079 · 262 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.