Other · DOL Form 5500 · 2023
American Association of State Colleges and Universities Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $557,590
- Avg per participant High balance/head
Official DOL plan name: American Association of State Colleges and Universities DC Plan · Sponsored by American Association of State Colleges and Universities · District of Columbia · Other Services
$23M in assets, 42 participants
American Association of State Colleges and Universities's American Association of State Colleges and Universities DC Plan reported $23M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #6,834 in Other Services (7,857 peers)
Where American Association of State Colleges and Universities DC Plan sits by assets
American Association of State Colleges and Universities DC Plan sits in the top quartile of all filed plans by assets, $23M for 42 participants (~$557,590/participant), up 14.5% in 2023.
- #6,834
- in Other Services (7,857 peers)
- +14.5%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
American Association of State Colleges and Universities DC Plan's outsized position by total assets
American Association of State Colleges and Universities DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,418,759 Top 25% higher than 75% 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
American Association of State Colleges and Universities DC Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Association of State Colleges and Universities DC Plan is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Association of State Colleges and Universities DC Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- American Association of State Colleges and Universities DC Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- American Association of State Colleges and Universities DC Plan reported participants rose from 40 in the plan year 2022 filing to 42 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 520747578 · American Association of State Colleges and Universities PY 2023 · Other
American Association of State Colleges and Universities DC Plan · $23M · 42 · 75th
- EBSA $23M
- EBSA 42
- EBSA 75th
- EBSA Other
- EBSA near Tarbut V'torah 403(b) Plan
- EBSA ind #6834
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 District of Columbia →
American Association of State Colleges and Universities DC Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 520747578 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Association of State Colleges and Universities)
Sponsor-wide plan assets over time
All American Association of State Colleges and Universities plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 26.653836320580616% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $20M |
| 2023 | 1 | 42 | $23M |
| 2024 | 1 | 47 | $26M |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- American University Defined Contribution Retirement Plan $1.3B · 2,668
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
American Association of State Colleges and Universities DC Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Tarbut V'torah 403(b) Plan in CA ($23M); by covered participants it is Women's Prison Association and Home, Inc. Tax Sheltered Annuity Plan in NY (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Tarbut V'torah 403(b) Plan (CA) $23M · 136
- Meadowbrook School DC Retirement Plan (MA) $23M · 89
- Berry College Tax-Deferred Annuity Plan (GA) $23M · 642
- Ecole Bilingue Retirement Plan (CA) $23M · 107
Similar participant headcount
Nearest other-state filings by covered participants (42 participants); asset peers above are excluded.
- Women's Prison Association and Home, Inc. Tax Sheltered Annuity Plan (NY) 42 · 0 off
- Institute for Operations Research and the Management Sciences(Informs) 403(b) Plan (MD) 42 · 0 off
- New Haven Legal Assistance Tax Sheltered Annuity Plan (CT) 42 · 0 off
- Kipp Administrative Services Corporation 403(b) Plan (PA) 42 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.