Other · DOL Form 5500 · 2023

Trustees of Columbia University Retirement Plan

Data updated 2026-08-25

$5.0B
Total assets Very large vs avg
14,407
Participants Very large workforce
100th
Percentile by assets National rank
$348,878
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Officers of Columbia University · Sponsored by Trustees of Columbia University · New York · Educational Services

$5.0B in assets, 14,407 participants

Trustees of Columbia University's Retirement Plan for Officers of Columbia University reported $5.0B in total assets and 14,407 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,726 in Educational Services (3,735 peers)

Coverage in New York

Retirement Plan for Officers of Columbia University covers 14,407 participants in New York, 18x the typical New York plan (state average ~798 per filing). Assets: $5.0B.

#3,726
in Educational Services (3,735 peers)
+15.5%
assets growth YoY
50×
vs typical plan assets (national mean)

Retirement Plan for Officers of Columbia University's outsized position by total assets

Retirement Plan for Officers of Columbia University vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,026,291,682 Highest reported value at or above every one of 127,068 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 2023

Retirement Plan for Officers of Columbia University's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Officers of Columbia University is a mega filing (14,407 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Officers of Columbia University reported net income rose from -$644M in the plan year 2022 filing to $674M in the plan year 2023 filing.
  • Retirement Plan for Officers of Columbia University end-of-year assets rose from $4.4B in the plan year 2022 filing to $5.0B in the plan year 2023 filing.
  • Retirement Plan for Officers of Columbia University reported participants rose from 14,287 in the plan year 2022 filing to 14,407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135598093 · Trustees of Columbia University PY 2023 · Other

Retirement Plan for Officers of Columbia University · $5.0B · 14,407 · 100th

  • BOOK $5.0B
  • BOOK 14,407
  • BOOK 100th
  • BOOK Other
  • BOOK near Fca US LLC Salaried Employees' Savings Plan
  • BOOK ind #3726

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 →

Retirement Plan for Officers of Columbia University in the asset neighbourhood

Retirement Plan for Officers of Columbia UniversityRetirement Plan for Officers…$5.0BFca US LLC Salaried Employees' Savings PlanFca US LLC Salaried Employee…$4.8BCaltech Base Retirement Plan$4.8BThe Mitre Corporation Tax Sheltered Annuity PlanThe Mitre Corporation Tax Sh…$4.7BFca US LLC UAW Savings Plan$4.7B
End-of-year total assets ($B) among Retirement Plan for Officers of Columbia University and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4.4B
Net Assets (End of Year)$5.0B
Net Income$674M
Employer EIN135598093
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Columbia University)

Sponsor-wide plan assets over time

All Trustees of Columbia University plans reported in each filing year

Latest sponsor-wide plan assets
$10.9B 27.120545778062127% vs 2022
2024 filing year
$8B$10B$12B$14B 202220232024 $8.55B $10.9B ▲ +27.1%
Year Plans Participants Total Assets
2022 8 36,618 $8.5B
2023 7 56,957 $12.7B
2024 6 43,434 $10.9B

Nearby Other Plans in New York

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

Retirement Plan for Officers of Columbia University vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 4681012 Total assets ($B) Participants Retirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia UniversityNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanNew York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration, Total assets ($B): 4.876044145 · Participants: 10107New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration
Retirement Plan for Officers of Columbia University vs. nearby Other plans in New York, assets vs. participants
Compare Retirement Plan for Officers of Columbia University side-by-side with 3 peers →

Scale composition for Retirement Plan for Officers of Columbia University

Retirement Plan for Officers of Columbia University reports $5.0B in end-of-year assets across 14,407 participants (0.041% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $348,878 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $674M.

This plan identity (EIN 135598093, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.4B to $5.6B (+29.7%) while covered participants moved from 14,287 to 14,399 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,287 $4.4B Open filing
2023 14,407 $5.0B This page
2024 · index core 14,399 $5.6B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Retirement Plan for Officers of Columbia University's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Fca US LLC Salaried Employees' Savings Plan in MI ($4.8B); by covered participants it is Legacy Health 403(b) Plan in OR (14,249 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (14,407 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Officers of Columbia University assets move in 2023? ▼
Retirement Plan for Officers of Columbia University grew sharply - up 15.5% during 2023, from $4.4B to $5.0B. Reported net income was $674M.
How have Trustees of Columbia University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Columbia University's sponsor-wide assets grew 27.1%, from $8.5B to $10.9B.
Where does Retirement Plan for Officers of Columbia University rank by assets among Form 5500 filers? ▼
Retirement Plan for Officers of Columbia University ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Retirement Plan for Officers of Columbia University? ▼
Among Other plans in other states, the closest by assets is Fca US LLC Salaried Employees' Savings Plan in MI ($4.8B, 16,630 participants).
Which Other plans cover a similar participant headcount to Retirement Plan for Officers of Columbia University? ▼
Among Other plans in other states, the closest by covered participants is Legacy Health 403(b) Plan in OR (14,249 participants, $1.7B in assets).

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 135598093.

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.