Other · DOL Form 5500 · 2022

Utica University Retirement Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
636
Participants Below avg headcount
94th
Percentile by assets National rank
$199,654
Avg per participant Above avg balance/head
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Official DOL plan name: Utica University Defined Contribution Retirement Plan · Sponsored by Utica University · New York · Educational Services

$127M in assets, 636 participants

Utica University's Utica University Defined Contribution Retirement Plan reported $127M in total assets and 636 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.

  • #3,593 in Educational Services (4,024 peers)

Where Utica University Defined Contribution Retirement Plan sits by assets

Utica University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $127M for 636 participants (~$199,654/participant), up 1.7% in 2022.

#3,593
in Educational Services (4,024 peers)
+1.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Utica University Defined Contribution Retirement Plan's outsized position by total assets

Utica University Defined Contribution Retirement Plan vs every filed plan by assets

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

$126,980,062 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

Utica University Defined Contribution 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. Utica University Defined Contribution Retirement Plan sits mid-pack in the medium band (636 participants).

Plan-year Form 5500 strip

Filing strip 161476258 · Utica University PY 2022 · Other

Utica University Defined Contribution Retirement Plan · $127M · 636 · 94th

  • ASSETS $127M
  • PCT 636
  • EIN 94th
  • RANK Other
  • PHOTO near Incentive Savings Plan for Employees of Meadville Medical Center
  • IND ind #3593

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 →

Utica University Defined Contribution Retirement Plan in the asset neighbourhood

Trustees 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…$127MUtica University Defined Contribution Retirement PlanUtica University Defined Con…$127MCommunity Hospital Corporation Employees' 403(b) PlanCommunity Hospital Corporati…$126M
End-of-year total assets ($M) among Utica University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$127M
Net Income$2M
Employer EIN161476258
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Utica University)

Sponsor-wide plan assets over time

All Utica University plans reported in each filing year

Latest sponsor-wide plan assets
$148M 16.56858381436292% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $127M $148M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 636 $127M
2023 1 1,228 $142M
2024 1 1,130 $148M

Nearby Other Plans in New York

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

Utica University Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Utica University Defined Contribution Retirement Plan, Total assets ($B): 0.126980062 · Participants: 636Utica University Defined Contribution 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
Utica University Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Utica University Defined Contribution Retirement Plan side-by-side with 3 peers →

Utica University Defined Contribution 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 The Lovett School Retirement Plan in GA (637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (636 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 Utica University Defined Contribution Retirement Plan assets move in 2022? ▼
Utica University Defined Contribution Retirement Plan edged up modestly - up 1.7% during 2022, from $125M to $127M. Reported net income was $2M.
How have Utica University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utica University's sponsor-wide assets grew 16.6%, from $127M to $148M.
Where does Utica University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Utica University Defined Contribution 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 Utica University Defined Contribution 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 Utica University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Lovett School Retirement Plan in GA (637 participants, $103M 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 161476258.

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.