Other · DOL Form 5500 · 2022
Union College Retirement Plan
Data updated 2026-08-25
- $346M
- Total assets Above avg plan size
- 1,008
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $343,444
- Avg per participant High balance/head
Official DOL plan name: Union College Retirement Plan · Sponsored by Union College · New York · Educational Services
$346M in assets, 1,008 participants
Union College's Union College Retirement Plan reported $346M in total assets and 1,008 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #3,849 in Educational Services (4,024 peers)
Where Union College Retirement Plan sits by assets
Union College Retirement Plan sits in the top 5% of all filed plans by assets, $346M for 1,008 participants (~$343,444/participant), down 13.7% in 2022.
- #3,849
- in Educational Services (4,024 peers)
- -13.7%
- assets change YoY
- 3.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union College Retirement Plan's outsized position by total assets
Union College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$346,191,788 Top 3% higher than 97% 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
Union College 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. Union College Retirement Plan lands in the large band (1,008 participants).
EBSA filing schedule strip
Filing strip 141338580 · Union College PY 2022 · Other
Union College Retirement Plan · $346M · 1,008 · 97th
- PART $346M
- PART 1,008
- PART 97th
- PART Other
- PART near Phoebe Putney Health System 403(b) Deferred Savings Plan
- PART ind #3849
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 →
Union College Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $401M |
|---|---|
| Net Assets (End of Year) | $346M |
| Net Income | -$55M |
| Employer EIN | 141338580 |
| Plan Effective Date | 1920-06-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union College)
Sponsor-wide plan assets over time
All Union College plans reported in each filing year
- Latest sponsor-wide plan assets
- $407M 17.68264965314544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,008 | $346M |
| 2023 | 1 | 1,020 | $384M |
| 2024 | 1 | 916 | $407M |
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
Union College Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Phoebe Putney Health System 403(b) Deferred Savings Plan in GA ($345M); by covered participants it is Denver Firefighters Protective Association in CO (1,008 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($346M here).
- Phoebe Putney Health System 403(b) Deferred Savings Plan (GA) $345M · 4,121
- The University of Chicago Medical Center Supplemental Annuity Retirement Plan (IL) $345M · 3,665
- Xavier University Defined Contribution Retirement Plan (OH) $349M · 1,399
- Santa Clara University Tax-Deferred Annunity Plan (CA) $343M · 1,894
Similar participant headcount
Nearest other-state filings by covered participants (1,008 participants); asset peers above are excluded.
- Denver Firefighters Protective Association (CO) 1,008 · 0 off
- Bethesda 403b Retirement Plan (CO) 1,010 · 2 off
- Bridgewell 403(b) Plan (MA) 1,006 · 2 off
- Houston Grand Opera, Inc. 403(b) Plan (TX) 1,011 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.