Other · DOL Form 5500 · 2022

Alfred University Retirement Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
405
Participants Below avg headcount
94th
Percentile by assets National rank
$313,635
Avg per participant High balance/head
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Official DOL plan name: Alfred University Retirement Plan · Sponsored by Alfred University · New York · Educational Services

$127M in assets, 405 participants

Alfred University's Alfred University Retirement Plan reported $127M in total assets and 405 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,594 in Educational Services (4,024 peers)

Where Alfred University Retirement Plan sits by assets

Alfred University Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 405 participants (~$313,635/participant), down 13.2% in 2022.

#3,594
in Educational Services (4,024 peers)
-13.2%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alfred University Retirement Plan's outsized position by total assets

Alfred University Retirement Plan vs every filed plan by assets

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

$127,022,063 Top 6% higher than 94% 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

Alfred 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. Alfred University Retirement Plan sits mid-pack in the medium band (405 participants).

EBSA filing schedule strip

Filing strip 160743900 · Alfred University PY 2022 · Other

Alfred University Retirement Plan · $127M · 405 · 94th

  • 5500 $127M
  • 5500 405
  • 5500 94th
  • 5500 Other
  • 5500 near Incentive Savings Plan for Employees of Meadville Medical Center
  • 5500 ind #3594

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 →

Alfred University Retirement Plan in the asset neighbourhood

Lecom Health 403(b) DC Plan$128MTrustees of Deerfield Academy Defined Contribution Retirement PlanTrustees of Deerfield Academ…$127MWhittier College 403(b) Plan$127MIncentive Savings Plan for Employees of Meadville Medical CenterIncentive Savings Plan for E…$127MAlfred University Retirement PlanAlfred University Retirement…$127M
End-of-year total assets ($M) among Alfred University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$146M
Net Assets (End of Year)$127M
Net Income-$19M
Employer EIN160743900
Plan Effective Date1920-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alfred University)

Sponsor-wide plan assets over time

All Alfred University plans reported in each filing year

Latest sponsor-wide plan assets
$151M 18.738917033649503% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $127M $151M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 405 $127M
2023 1 436 $141M
2024 1 452 $151M

Nearby Other Plans in New York

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

Alfred University Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Alfred University Retirement Plan, Total assets ($B): 0.127022063 · Participants: 405Alfred University Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Alfred University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Alfred University Retirement Plan side-by-side with 3 peers →

Alfred University Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Incentive Savings Plan for Employees of Meadville Medical Center in PA ($127M); by covered participants it is Brethren Village 403(b) Retirement Program in PA (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Alfred University Retirement Plan assets move in 2022? ▼
Alfred University Retirement Plan pulled back noticeably - down 13.2% during 2022, from $146M to $127M. Reported net income was -$19M.
How have Alfred University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alfred University's sponsor-wide assets grew 18.7%, from $127M to $151M.
Where does Alfred University Retirement Plan rank by assets among Form 5500 filers? ▼
Alfred University Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Alfred University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Incentive Savings Plan for Employees of Meadville Medical Center in PA ($127M, 1,551 participants).
Which Other plans cover a similar participant headcount to Alfred University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Brethren Village 403(b) Retirement Program in PA (405 participants, $8M 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 160743900.

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.