Other · DOL Form 5500 · 2023

College Board Retirement Plan

Data updated 2026-08-11

$467M
Total assets
1,753
Participants
97th
Percentile by assets
$266,483
Avg per participant
PlainRetire home → About this data

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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$467M
total plan assets (2023 EOY)
1,753
covered participants
97th
percentile by assets (of 127,072 plans)
$266,483
avg assets per participant

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.

See the national 2022→2023 release diff →

State
New York
Industry
Educational Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. College Entrance Examination Board Tax-Deferred Annuity Plan reports 1,753 participants - 2.2x that state average ($467M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$384M
Net Assets (End of Year)$467M
Net Income$83M
Employer EIN131623965
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (College Board)

$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.87B $1.16B ▲ +33.3%
Total plan assets by year, all College Board plans on file
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.

College Entrance Examination Board Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

College Entrance Examination Board Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants College Entrance Exa…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
College Entrance Examination Board Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare College Entrance Examination Board Tax-D… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to College Entrance Examination Board Tax-Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did College Entrance Examination Board Tax-Deferred Annuity Plan assets move in 2023? ▼
College Entrance Examination Board Tax-Deferred Annuity Plan grew sharply - up 21.6% during 2023, from $384M to $467M. Reported net income was $83M.
How have College Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), College Board's sponsor-wide assets grew 33.6%, from $870M to $1.2B.
Where does College Entrance Examination Board Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
College Entrance Examination Board Tax-Deferred Annuity Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to College Entrance Examination Board Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Cook Children's Health Care System Retirement Plan in TX ($467M, 8,218 participants).

Next read for College Entrance Examination Board Tax-D…

Filing takeaways

Ways to act on College Entrance Examination Board Tax-Deferred Annuity Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131623965.

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.