Other · DOL Form 5500 · 2022
Cornell University Retirement Plan
Data updated 2026-08-11
- $1.9B
- Total assets
- 12,687
- Participants
- 99th
- Percentile by assets
- $153,500
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.9B
- total plan assets (2022 EOY)
- 12,687
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $153,500
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Cornell University Tax-Deferred Annuity Plan reports 12,687 participants - 16x that state average ($1.9B EOY assets).
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)
| 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.
Cornell University Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Cornell University Tax-Deferred Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Cornell University Tax-Deferred Annuity Plan assets move in 2022? ▼
How have Cornell University plan assets changed over time? ▼
Where does Cornell University Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Cornell University Tax-Deferred Annuity Plan? ▼
Next read for Cornell University Tax-Deferred Annuity …
Filing takeaways
Ways to act on Cornell University Tax-Deferred Annuity Plan's numbers.
- By total assets, Cornell University Tax-Deferred Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Cornell University's sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Educational Services plans