Other · DOL Form 5500 · 2022
American Association of Colleges and Universities Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $340,839
- Avg per participant High balance/head
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.
- #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.
- #2,506
- in Educational Services (4,024 peers)
- -12.2%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
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.
American Association of Colleges and Universities DC Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
American Association of Colleges and Universities DC Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Association of Colleges and Universities DC Retirement Plan is a small filing (62 participants) on this national headcount ladder.
DOL schedule card
Filing strip 521945674 · American Association of Colleges and Universities PY 2022 · Other
American Association of Colleges and Universities DC Retirement Plan · $21M · 62 · 78th
- VS-ST $21M
- VS-ST 62
- VS-ST 78th
- VS-ST Other
- VS-ST near University of Jamestown 403(b) DC Plan
- VS-ST ind #2506
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 District of Columbia →
American Association of Colleges and Universities DC Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$3M |
| Employer EIN | 521945674 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Association of Colleges and Universities)
Sponsor-wide plan assets over time
All American Association of Colleges and Universities plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 24.55122098216525% vs 2022
- 2024 filing year
| 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.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
American Association of Colleges and Universities DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is University of Jamestown 403(b) DC Plan in ND ($21M); by covered participants it is Montana State University Foundation 403(b) DC Plan in MT (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 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.