Other · DOL Form 5500 · 2022

Excelsior University Retirement Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
607
Participants Below avg headcount
83rd
Percentile by assets National rank
$51,596
Avg per participant Low balance/head
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Official DOL plan name: Excelsior University Supplemental 403(b) Plan · Sponsored by Excelsior University · New York · Educational Services

$31M in assets, 607 participants

Excelsior University's Excelsior University Supplemental 403(b) Plan reported $31M in total assets and 607 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,800 in Educational Services (4,024 peers)

Where Excelsior University Supplemental 403(b) Plan sits by assets

Excelsior University Supplemental 403(b) Plan sits in the top quartile of all filed plans by assets, $31M for 607 participants (~$51,596/participant), down 13.4% in 2022.

#2,800
in Educational Services (4,024 peers)
-13.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Excelsior University Supplemental 403(b) Plan's outsized position by total assets

Excelsior University Supplemental 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$31,318,532 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Excelsior University Supplemental 403(b) 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. Excelsior University Supplemental 403(b) Plan sits mid-pack in the medium band (607 participants).

DOL schedule card

Filing strip 161532850 · Excelsior University PY 2022 · Other

Excelsior University Supplemental 403(b) Plan · $31M · 607 · 83rd

  • EOY $31M
  • EOY 607
  • EOY 83rd
  • EOY Other
  • EOY near American Water Works Association Defined Contribution Retirement Plan
  • EOY ind #2800

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 →

Excelsior University Supplemental 403(b) Plan in the asset neighbourhood

Population Services International 403(b) PlanPopulation Services Internat…$31MExcelsior University Supplemental 403(b) PlanExcelsior University Supplem…$31MAmerican Water Works Association Defined Contribution Retirement PlanAmerican Water Works Associa…$31MThe Branson School DC Retirement PlanThe Branson School DC Retire…$31MThe Community Builders, Inc. Tax Sheltered Annuity PlanThe Community Builders, Inc.…$31M
End-of-year total assets ($M) among Excelsior University Supplemental 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$31M
Net Income-$5M
Employer EIN161532850
Plan Effective Date1998-04-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Excelsior University)

Sponsor-wide plan assets over time

All Excelsior University plans reported in each filing year

Latest sponsor-wide plan assets
$105M 24.060240761067842% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $84.4M $105M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 1,288 $84M
2023 2 1,189 $94M
2024 2 1,806 $105M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Excelsior University Supplemental 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Excelsior University Supplemental 403(b) Plan, Total assets ($B): 0.031318532 · Participants: 607Excelsior University Supplemental 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Excelsior University Supplemental 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Excelsior University Supplemental 403(b) Plan side-by-side with 3 peers →

Excelsior University Supplemental 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is American Water Works Association Defined Contribution Retirement Plan in CO ($31M); by covered participants it is 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. in OK (608 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (607 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Excelsior University Supplemental 403(b) Plan assets move in 2022? ▼
Excelsior University Supplemental 403(b) Plan pulled back noticeably - down 13.4% during 2022, from $36M to $31M. Reported net income was -$5M.
How have Excelsior University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior University's sponsor-wide assets grew 24.1%, from $84M to $105M.
Where does Excelsior University Supplemental 403(b) Plan rank by assets among Form 5500 filers? ▼
Excelsior University Supplemental 403(b) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Excelsior University Supplemental 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is American Water Works Association Defined Contribution Retirement Plan in CO ($31M, 132 participants).
Which Other plans cover a similar participant headcount to Excelsior University Supplemental 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Community Action Project of Tulsa County, Inc. in OK (608 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161532850.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.