Other · DOL Form 5500 · 2023
College Board Retirement Plan
Data updated 2026-08-25
- $467M
- Total assets Above avg plan size
- 1,753
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $266,483
- Avg per participant High balance/head
Official DOL plan name: College Entrance Examination Board Tax-Deferred Annuity Plan · Sponsored by College Board · New York · Educational Services
$467M in assets, 1,753 participants
College Board's College Entrance Examination Board Tax-Deferred Annuity Plan reported $467M in total assets and 1,753 participants in its 2023 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.
- #3,589 in Educational Services (3,735 peers)
Coverage in New York
College Entrance Examination Board Tax-Deferred Annuity Plan covers 1,753 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $467M.
- #3,589
- in Educational Services (3,735 peers)
- +21.6%
- assets growth YoY
- 4.7×
- vs typical plan assets (national mean)
College Entrance Examination Board Tax-Deferred Annuity Plan's outsized position by total assets
College Entrance Examination Board Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$467,144,448 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
College Entrance Examination Board Tax-Deferred Annuity Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. College Entrance Examination Board Tax-Deferred Annuity Plan lands in the large band (1,753 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- College Entrance Examination Board Tax-Deferred Annuity Plan reported net income rose from -$42M in the plan year 2022 filing to $83M in the plan year 2023 filing.
- College Entrance Examination Board Tax-Deferred Annuity Plan end-of-year assets rose from $384M in the plan year 2022 filing to $467M in the plan year 2023 filing.
- College Entrance Examination Board Tax-Deferred Annuity Plan reported participants rose from 1,442 in the plan year 2022 filing to 1,753 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131623965 · College Board PY 2023 · Other
College Entrance Examination Board Tax-Deferred Annuity Plan · $467M · 1,753 · 97th
- NET $467M
- BOOK 1,753
- VS-ST 97th
- BOY Other
- SCH near Cook Children's Health Care System Retirement Plan
- EBSA ind #3589
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 →
College Entrance Examination Board Tax-Deferred Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $384M |
|---|---|
| Net Assets (End of Year) | $467M |
| Net Income | $83M |
| Employer EIN | 131623965 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College Board)
Sponsor-wide plan assets over time
All College Board plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 33.6481713357233% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,332 | $870M |
| 2023 | 3 | 2,648 | $1.0B |
| 2024 | 3 | 2,723 | $1.2B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
College Entrance Examination Board Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Cook Children's Health Care System Retirement Plan in TX ($467M); by covered participants it is Atsu Employee Retirement Plan in MO (1,759 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($467M here).
- Cook Children's Health Care System Retirement Plan (TX) $467M · 8,218
- Loyola Marymount University Defined Contribution Retirement Plan (CA) $472M · 2,985
- Guthrie 403(b) Retirement Savings Plan (PA) $473M · 7,032
- Illinois Independent Colleges and Universities Multiple Employer Plan (IL) $460M · 1,467
Similar participant headcount
Nearest other-state filings by covered participants (1,753 participants); asset peers above are excluded.
- Atsu Employee Retirement Plan (MO) 1,759 · 6 off
- West Virginia University Medical Corporation 403(b) Plan (WV) 1,761 · 8 off
- May Institute, Inc. Defined Contribution Retirement Plan (MA) 1,744 · 9 off
- Central Washington Health Services Association Tax Sheltered Annuity Plan (WA) 1,763 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.