Other · DOL Form 5500 · 2022
Cornell University Retirement Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 12,687
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $153,500
- Avg per participant Above avg balance/head
Official DOL plan name: Cornell University Tax-Deferred Annuity Plan · Sponsored by Cornell University · New York · Educational Services
$1.9B in assets, 12,687 participants
Cornell University's Cornell University Tax-Deferred Annuity Plan reported $1.9B in total assets and 12,687 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,992 in Educational Services (4,024 peers)
Coverage in New York
Cornell University Tax-Deferred Annuity Plan covers 12,687 participants in New York, 16x the typical New York plan (state average ~798 per filing). Assets: $1.9B.
- #3,992
- in Educational Services (4,024 peers)
- -13.5%
- assets change YoY
- 20×
- vs typical plan assets (national mean)
The plan reported a net loss of $304M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cornell University Tax-Deferred Annuity Plan's outsized position by total assets
Cornell University Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,947,450,070 Top 1% higher than 99% 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
Cornell University Tax-Deferred Annuity Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cornell University Tax-Deferred Annuity Plan is a mega filing (12,687 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 150532082 · Cornell University PY 2022 · Other
Cornell University Tax-Deferred Annuity Plan · $1.9B · 12,687 · 99th
- NET $1.9B
- NET 12,687
- NET 99th
- NET Other
- NET near The Tax Sheltered Annuity Plan of the Methodist Hospital
- NET ind #3992
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 →
Cornell University Tax-Deferred Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$304M |
| Employer EIN | 150532082 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cornell University)
Sponsor-wide plan assets over time
All Cornell University plans reported in each filing year
- Latest sponsor-wide plan assets
- $9.5B 28.23795140741239% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 40,167 | $7.4B |
| 2023 | 5 | 47,891 | $8.6B |
| 2024 | 5 | 49,890 | $9.5B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for Cornell University Tax-Deferred Annuity Plan
Cornell University Tax-Deferred Annuity Plan reports $1.9B in end-of-year assets across 12,687 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $153,500 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$304M.
This plan identity (EIN 150532082, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.4B (+24.9%) while covered participants moved from 12,687 to 12,764 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,687 | $1.9B | This page |
| 2023 | 12,762 | $2.2B | Open filing |
| 2024 · index core | 12,764 | $2.4B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (Other, $3.0B, 14,648 participants)
- Cornell University Tax-Deferred Annuity Plan (Other, $2.4B, 12,764 participants)
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (Other, $2.2B, 5,142 participants)
- Weill Cornell Medical College Tax Deferred Annuity Plan (Other, $1.6B, 12,676 participants)
Cornell University Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Tax Sheltered Annuity Plan of the Methodist Hospital in TX ($2.0B); by covered participants it is Devereux Defined Contribution Retirement Plan in PA (12,673 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) $2.0B · 28,126
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $1.9B · 22,860
- Ohiohealth Retirement Savings Plan 403(b) (OH) $1.9B · 28,462
- Georgetown University Defined Contribution Retirement Plan (DC) $2.0B · 4,918
Similar participant headcount
Nearest other-state filings by covered participants (12,687 participants); asset peers above are excluded.
- Devereux Defined Contribution Retirement Plan (PA) 12,673 · 14 off
- Carilion Clinic 403(b) Retirement Savings Plan (VA) 12,418 · 269 off
- Main Line Health, Inc. Retirement Savings Plan (PA) 12,395 · 292 off
- Children's Hospital Medical Center Employee Savings Plan (OH) 12,987 · 300 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.