Money Purchase · DOL Form 5500 · 2022

Excelsior University Money Purchase Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
681
Participants Below avg headcount
88th
Percentile by assets National rank
$77,984
Avg per participant Below avg balance/head
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Official DOL plan name: The Excelsior University Retirement Plan · Sponsored by Excelsior University · New York · Educational Services

$53M in assets, 681 participants

Excelsior University's The Excelsior University Retirement Plan reported $53M in total assets and 681 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,166 in Educational Services (4,024 peers)

Where The Excelsior University Retirement Plan sits by assets

The Excelsior University Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 681 participants (~$77,984/participant), down 14.6% in 2022.

#3,166
in Educational Services (4,024 peers)
-14.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Excelsior University Retirement Plan's outsized position by total assets

The Excelsior University Retirement Plan vs every filed plan by assets

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

$53,107,161 Top 12% higher than 88% 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

The Excelsior University Retirement 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. The Excelsior University Retirement Plan sits mid-pack in the medium band (681 participants).

Published 5500 schedule card

Filing strip 161532850 · Excelsior University PY 2022 · Money Purchase

The Excelsior University Retirement Plan · $53M · 681 · 88th

  • PART $53M
  • TYPE 681
  • NET 88th
  • BOOK Money Purchase
  • VS-ST near Operating Eng. Local 474 Defined Contribution
  • BOY ind #3166

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 →

The Excelsior University Retirement Plan in the asset neighbourhood

The Excelsior University Retirement PlanThe Excelsior University Ret…$53MOperating Eng. Local 474 Defined ContributionOperating Eng. Local 474 Def…$53MNational Hockey League Officials Pension PlanNational Hockey League Offic…$53MHawaii Iron Workers' Annuity PlanHawaii Iron Workers' Annuity…$53MUniversity Athletic Association, Inc. Employees' Money Purchase PensionUniversity Athletic Associat…$53M
End-of-year total assets ($M) among The Excelsior University Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$53M
Net Income-$9M
Employer EIN161532850
Plan Effective Date1998-04-06
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 Money Purchase Plans in New York

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

The Excelsior University Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants The Excelsior University Retirement Plan, Total assets ($B): 0.053107161 · Participants: 681The Excelsior University Retirement PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
The Excelsior University Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare The Excelsior University Retirement Plan side-by-side with 3 peers →

The Excelsior University Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Operating Eng. Local 474 Defined Contribution in TN ($53M); by covered participants it is Plasterers Union Local No. 66 Supplemental Retirement Plan in CA (681 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (681 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 The Excelsior University Retirement Plan assets move in 2022? ▼
The Excelsior University Retirement Plan pulled back noticeably - down 14.6% during 2022, from $62M to $53M. Reported net income was -$9M.
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 The Excelsior University Retirement Plan rank by assets among Form 5500 filers? ▼
The Excelsior University Retirement Plan ranks in the 88th 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 Money Purchase plans are similar in size to The Excelsior University Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Operating Eng. Local 474 Defined Contribution in TN ($53M, 463 participants).
Which Money Purchase plans cover a similar participant headcount to The Excelsior University Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plasterers Union Local No. 66 Supplemental Retirement Plan in CA (681 participants, $65M 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.