Other · DOL Form 5500 · 2022

Syracuse University Retirement Plan

Data updated 2026-08-25

$726M
Total assets Above avg plan size
7,437
Participants Very large workforce
98th
Percentile by assets National rank
$97,619
Avg per participant Below avg balance/head
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Official DOL plan name: Syracuse University Voluntary Retirement Plan · Sponsored by Syracuse University · New York · Educational Services

$726M in assets, 7,437 participants

Syracuse University's Syracuse University Voluntary Retirement Plan reported $726M in total assets and 7,437 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,940 in Educational Services (4,024 peers)

Coverage in New York

Syracuse University Voluntary Retirement Plan covers 7,437 participants in New York, 9.3x the typical New York plan (state average ~798 per filing). Assets: $726M.

#3,940
in Educational Services (4,024 peers)
-12.4%
assets change YoY
7.3×
vs typical plan assets (national mean)

The plan reported a net loss of $102M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Syracuse University Voluntary Retirement Plan's outsized position by total assets

Syracuse University Voluntary Retirement Plan vs every filed plan by assets

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

$725,991,968 Top 2% higher than 98% 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

Syracuse University Voluntary Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Syracuse University Voluntary Retirement Plan lands in the large band (7,437 participants).

EBSA filing schedule strip

Filing strip 150532081 · Syracuse University PY 2022 · Other

Syracuse University Voluntary Retirement Plan · $726M · 7,437 · 98th

  • VS-ST $726M
  • BOY 7,437
  • SCH 98th
  • EBSA Other
  • PART near Joint Annuity Fund Local 164 IBEW
  • TYPE ind #3940

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 →

Syracuse University Voluntary Retirement Plan in the asset neighbourhood

Presbyterian Healthcare Services 403(b) PlanPresbyterian Healthcare Serv…$729MJoint Annuity Fund Local 164 IBEWJoint Annuity Fund Local 164…$728MSyracuse University Voluntary Retirement PlanSyracuse University Voluntar…$726MPrisma Health 401(a) Plan$722MKaiser Permanente Washington 403(b) PlanKaiser Permanente Washington…$721M
End-of-year total assets ($M) among Syracuse University Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$828M
Net Assets (End of Year)$726M
Net Income-$102M
Employer EIN150532081
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Syracuse University)

Sponsor-wide plan assets over time

All Syracuse University plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 18.001042628725898% vs 2022
2024 filing year
$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.19B $2.59B ▲ +18.3%
Year Plans Participants Total Assets
2022 2 12,451 $2.2B
2023 2 12,475 $2.4B
2024 2 12,631 $2.6B

Nearby Other Plans in New York

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

Syracuse University Voluntary Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 0246810 Total assets ($B) Participants Syracuse University Voluntary Retirement Plan, Total assets ($B): 0.725991968 · Participants: 7437Syracuse University Voluntary 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
Syracuse University Voluntary Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Scale composition for Syracuse University Voluntary Retirement Plan

Syracuse University Voluntary Retirement Plan reports $726M in end-of-year assets across 7,437 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $97,619 per participant (71% of the national average assets-per-participant) . Net income for plan year 2022 was -$102M.

This plan identity (EIN 150532081, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $726M to $878M (+20.9%) while covered participants moved from 7,437 to 7,452 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,437 $726M This page
2023 7,508 $807M Open filing
2024 · index core 7,452 $878M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside New York, the nearest Other by assets is Joint Annuity Fund Local 164 IBEW in NJ ($728M); by covered participants it is Community Foundation of Northwest Indiana 403(b) Retirement Plan in IN (7,442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($726M here).

Similar participant headcount

Nearest other-state filings by covered participants (7,437 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 Syracuse University Voluntary Retirement Plan assets move in 2022?
Syracuse University Voluntary Retirement Plan pulled back noticeably - down 12.4% during 2022, from $828M to $726M. Reported net income was -$102M.
How have Syracuse University plan assets changed over time?
Across 3 plan years on file (2022-2024), Syracuse University's sponsor-wide assets grew 18.0%, from $2.2B to $2.6B.
Where does Syracuse University Voluntary Retirement Plan rank by assets among Form 5500 filers?
Syracuse University Voluntary Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Syracuse University Voluntary Retirement Plan?
Among Other plans in other states, the closest by assets is Joint Annuity Fund Local 164 IBEW in NJ ($728M, 2,871 participants).
Which Other plans cover a similar participant headcount to Syracuse University Voluntary Retirement Plan?
Among Other plans in other states, the closest by covered participants is Community Foundation of Northwest Indiana 403(b) Retirement Plan in IN (7,442 participants, $334M in assets).