Other · DOL Form 5500 · 2022
Union College Retirement Plan
Data updated 2026-08-11
- $346M
- Total assets
- 1,008
- Participants
- 97th
- Percentile by assets
- $343,444
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $346M
- total plan assets (2022 EOY)
- 1,008
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $343,444
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Union College Retirement Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).
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)
| 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.
Union College Retirement 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Union College Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Union College Retirement Plan assets move in 2022? ▼
How have Union College plan assets changed over time? ▼
Where does Union College Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Union College Retirement Plan? ▼
Next read for Union College Retirement Plan
Scale reading
Ways to act on Union College Retirement Plan's numbers.
- By total assets, Union College Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Union College's sponsor-wide assets have grown 17.7% since 2022 across 3 plan years on file. More Educational Services plans