Other · DOL Form 5500 · 2022
Colgate University Retirement Plan
Data updated 2026-08-25
- $472M
- Total assets Above avg plan size
- 1,047
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $450,905
- Avg per participant High balance/head
Official DOL plan name: Colgate University Defined Contribution Retirement · Sponsored by Colgate University · New York · Educational Services
$472M in assets, 1,047 participants
Colgate University's Colgate University Defined Contribution Retirement reported $472M in total assets and 1,047 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #3,896 in Educational Services (4,024 peers)
Where Colgate University Defined Contribution Retirement sits by assets
Colgate University Defined Contribution Retirement sits in the top 5% of all filed plans by assets, $472M for 1,047 participants (~$450,905/participant), down 14.8% in 2022.
- #3,896
- in Educational Services (4,024 peers)
- -14.8%
- assets change YoY
- 4.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Colgate University Defined Contribution Retirement's outsized position by total assets
Colgate University Defined Contribution Retirement vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$472,097,989 Top 2% higher than 98% 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
Colgate University Defined Contribution Retirement's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colgate University Defined Contribution Retirement lands in the large band (1,047 participants).
Plan-year Form 5500 strip
Filing strip 150532078 · Colgate University PY 2022 · Other
Colgate University Defined Contribution Retirement · $472M · 1,047 · 98th
- EIN $472M
- RANK 1,047
- PHOTO 98th
- IND Other
- EOY near Huntington Memorial Hospital Savings Plan
- 5500 ind #3896
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 →
Colgate University Defined Contribution Retirement in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $554M |
|---|---|
| Net Assets (End of Year) | $472M |
| Net Income | -$82M |
| Employer EIN | 150532078 |
| Plan Effective Date | 1924-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colgate University)
Sponsor-wide plan assets over time
All Colgate University plans reported in each filing year
- Latest sponsor-wide plan assets
- $568M 20.267403850347687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,047 | $472M |
| 2023 | 1 | 997 | $522M |
| 2024 | 1 | 1,054 | $568M |
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
Colgate University Defined Contribution Retirement's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Huntington Memorial Hospital Savings Plan in CA ($472M); by covered participants it is Altoona Regional Health System 403(b) Plan in PA (1,047 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($472M here).
- Huntington Memorial Hospital Savings Plan (CA) $472M · 3,653
- The Rand Corporation 403(b) Savings Plan (CA) $473M · 1,716
- Roper St. Francis Healthcare 403(b) Plan (SC) $476M · 5,671
- Southeastern Carpenters and Millwrights Pension Plan (TN) $468M · 9,451
Similar participant headcount
Nearest other-state filings by covered participants (1,047 participants); asset peers above are excluded.
- Altoona Regional Health System 403(b) Plan (PA) 1,047 · 0 off
- Bricklayers Union Local #1 of Missouri Supplemental Pension Plan (MO) 1,047 · 0 off
- Illinois Institute of Technology Tax Deferred Annuity Plan (IL) 1,049 · 2 off
- Morehouse School of Medicine 403(b) Plan (GA) 1,050 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.