Other
2023 plan-year Other DOL Form 5500

RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF COLUMBIA UNIVERSITY

This Other plan holds $5.0B in total assets and serves 14,407 participants as of 2023. It is sponsored by TRUSTEES OF COLUMBIA UNIVERSITY in New York. The plan reported positive net income of $674M for the year.

Total Assets (2023)
$5.0B
Participants
14,407
State
Industry
Educational Services

What the Filing Says About RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY

RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY is a Other retirement plan sponsored by TRUSTEES OF COLUMBIA UNIVERSITY, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $5.0B in total end-of-year assets and covers 14,407 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 135598093, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4.4B at the beginning of 2023 to $5.0B at year-end — a gain of 15.5%. Net assets (after liabilities) closed the year at $5.0B, with reported net income of $674M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (TRUSTEES OF COLUMBIA UNIVERSITY)

Year Plans Participants Total Assets
2022 8 36,618 $8.5B
2023 7 56,957 $12.7B
2024 4 42,164 $10.6B

Nearby Other Plans in New York

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

Frequently Asked Questions

How much money is in the RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY?
As of the 2023 Form 5500 filing, RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY holds $5.0B in total assets with 14,407 participants. It is sponsored by TRUSTEES OF COLUMBIA UNIVERSITY.
What type of plan is RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY?
RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY is a Other plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 135598093.
Who sponsors the RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY?
RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY is sponsored by TRUSTEES OF COLUMBIA UNIVERSITY, located in New York. The sponsor's EIN is 135598093 and the plan operates in the Educational Services industry.
How did RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY perform in 2023?
RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY grew by 15.5% during 2023, moving from $4.4B to $5.0B in total assets. Net income was $674M.
Where can I find official filings for RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY?
Official Form 5500 filings for RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135598093 or plan name at efast.dol.gov.
How does RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY compare to other plans?
You can compare RETIREMENT PLAN FOR OFFICERS OF COLUMBIA UNIVERSITY against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.