Other · DOL Form 5500 · 2022
Colgate University Retirement Plan
Data updated 2026-08-11
- $472M
- Total assets
- 1,047
- Participants
- 98th
- Percentile by assets
- $450,905
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $472M
- total plan assets (2022 EOY)
- 1,047
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $450,905
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Colgate University Defined Contribution Retirement outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.7x the national average plan size of $100M (721 average participants).
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)
| 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.
Colgate University Defined Contribution Retirement vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Colgate University Defined Contribution Retirement by total assets, not by location.
- 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
Frequently Asked Questions
How did Colgate University Defined Contribution Retirement assets move in 2022? ▼
How have Colgate University plan assets changed over time? ▼
Where does Colgate University Defined Contribution Retirement rank by assets among Form 5500 filers? ▼
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Next read for Colgate University Defined Contribution …
Scale reading
Ways to act on Colgate University Defined Contribution Retirement's numbers.
- By total assets, Colgate University Defined Contribution Retirement ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Colgate University's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Educational Services plans