Other · DOL Form 5500 · 2022
EDUCAUSE Retirement Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 75
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $503,144
- Avg per participant High balance/head
Official DOL plan name: Educause DC Plan · Sponsored by EDUCAUSE · Colorado · Other Services
$38M in assets, 75 participants
EDUCAUSE's Educause DC Plan reported $38M in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #7,823 in Other Services (8,398 peers)
Where Educause DC Plan sits by assets
Educause DC Plan sits in the top quartile of all filed plans by assets, $38M for 75 participants (~$503,144/participant), down 13.9% in 2022.
- #7,823
- in Other Services (8,398 peers)
- -13.9%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Educause DC Plan's outsized position by total assets
Educause DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,735,811 Top 15% higher than 85% 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
Educause DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Educause DC Plan is a small filing (75 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 841455437 · EDUCAUSE PY 2022 · Other
Educause DC Plan · $38M · 75 · 85th
- TYPE $38M
- NET 75
- BOOK 85th
- VS-ST Other
- BOY near Wheeling Jesuit University Defined Contribution Plan
- SCH ind #7823
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 Other Services retirement plans → · Plans in Colorado →
Educause DC Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$6M |
| Employer EIN | 841455437 |
| Plan Effective Date | 1971-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (EDUCAUSE)
Sponsor-wide plan assets over time
All EDUCAUSE plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 27.27656495841576% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $38M |
| 2023 | 1 | 82 | $44M |
| 2024 | 1 | 89 | $48M |
Nearby Other Plans in Colorado
Peer Other plans, same state, same plan type, ranked by total assets.
- Ucar Retirement Plan $1.0B · 1,300
- Children's Hospital Colorado 403(b) Plan $748M · 7,995
- University of Denver Retirement Plan $744M · 2,470
- Nrel 403(b) Employee Savings Plan $422M · 2,577
- Colorado College Retirement Benefit Plan $319M · 785
Educause DC Plan's out-of-state Other peers by assets and headcount
Outside Colorado, the nearest Other by assets is Wheeling Jesuit University Defined Contribution Plan in WV ($38M); by covered participants it is Mark Day School DC Retirement Plan in CA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Wheeling Jesuit University Defined Contribution Plan (WV) $38M · 343
- Oklahoma Iron Workers Direct Contribution Plan and Trust (TX) $38M · 4,301
- Woods Services, Inc. 403(b) Plan (PA) $38M · 1,933
- Tiegerman School 403(b) Retirement Plan (NY) $38M · 421
Similar participant headcount
Nearest other-state filings by covered participants (75 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.