Other · DOL Form 5500 · 2022

American Association of Colleges and Universities Retirement Plan

Data updated 2026-08-11

$21M
Total assets
62
Participants
78th
Percentile by assets
$340,839
Avg per participant
PlainRetire home → About this data

Official DOL plan name: American Association of Colleges and Universities DC Retirement Plan · Sponsored by American Association of Colleges and Universities · District of Columbia · Educational Services

$21M in assets, 62 participants

American Association of Colleges and Universities's American Association of Colleges and Universities DC Retirement Plan reported $21M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • 78th percentile by assets (of 139,126 plans)
  • #2,506 in Educational Services (4,024 peers)

Where American Association of Colleges and Universities DC Retirement Plan sits by assets

American Association of Colleges and Universities DC Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 62 participants (~$340,839/participant), down 12.2% in 2022.

$21M
total plan assets (2022 EOY)
62
covered participants
78th
percentile by assets (of 139,126 plans)
$340,839
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where American Association of Colleges and Universities DC Retirement Plan sits by total assets

American Association of Colleges and Universities DC Retirement Plan vs every filed plan by assets

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

$21,132,004 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
District of Columbia
Industry
Educational Services

American Association of Colleges and Universities DC Retirement Plan vs the 2022 asset distribution

By assets, American Association of Colleges and Universities DC Retirement Plan outranks 78% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN521945674
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Association of Colleges and Universities)

$20M$22M$24M$26M$28M 202220232024 $21.1M $26.3M ▲ +24.6%
Total plan assets by year, all American Association of Colleges and Universities plans on file
Year Plans Participants Total Assets
2022 1 62 $21M
2023 1 63 $24M
2024 1 60 $26M

Nearby Other Plans in District of Columbia

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

American Association of Colleges and Universities DC Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants American Association…, Total assets ($B): 0.021132004 · Participants: 62American Association…Int'l Brotherhood of…, Total assets ($B): 2.455575793 · Participants: 419935Int'l Brotherhood of…Georgetown Universit…, Total assets ($B): 1.973536433 · Participants: 4918Georgetown Universit…American University …, Total assets ($B): 1.141643477 · Participants: 2632American University …Howard University Sa…, Total assets ($B): 1.010943324 · Participants: 5159Howard University Sa…Georgetown Universit…, Total assets ($B): 0.741393379 · Participants: 13020Georgetown Universit…
American Association of Colleges and Universities DC Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare American Association of Colleges and Uni… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to American Association of Colleges and Universities DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did American Association of Colleges and Universities DC Retirement Plan assets move in 2022? ▼
American Association of Colleges and Universities DC Retirement Plan pulled back noticeably - down 12.2% during 2022, from $24M to $21M. Reported net income was -$3M.
How have American Association of Colleges and Universities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Association of Colleges and Universities's sponsor-wide assets grew 24.6%, from $21M to $26M.
Where does American Association of Colleges and Universities DC Retirement Plan rank by assets among Form 5500 filers? ▼
American Association of Colleges and Universities DC Retirement Plan ranks in the 78th 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 American Association of Colleges and Universities DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is University of Jamestown 403(b) DC Plan in ND ($21M, 317 participants).

Next read for American Association of Colleges and Uni…

Scale reading

Ways to act on American Association of Colleges and Universities DC Retirement Plan's numbers.

  • By total assets, American Association of Colleges and Universities DC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in District of Columbia. Compare plans
  • American Association of Colleges and Universities's sponsor-wide assets have grown 24.6% since 2022 across 3 plan years on file. More Educational Services plans

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 521945674.

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.