Other · DOL Form 5500 · 2023

The College of Saint Rose Retirement Plan

Data updated 2026-08-25

$129M
Total assets Near avg plan size
478
Participants Below avg headcount
93rd
Percentile by assets National rank
$270,412
Avg per participant High balance/head
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Official DOL plan name: The College of Saint Rose 403(b) Retirement Plan · Sponsored by The College of Saint Rose · New York · Educational Services

$129M in assets, 478 participants

The College of Saint Rose's The College of Saint Rose 403(b) Retirement Plan reported $129M in total assets and 478 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,280 in Educational Services (3,735 peers)

Where The College of Saint Rose 403(b) Retirement Plan sits by assets

The College of Saint Rose 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $129M for 478 participants (~$270,412/participant), up 9.2% in 2023.

#3,280
in Educational Services (3,735 peers)
+9.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The College of Saint Rose 403(b) Retirement Plan's outsized position by total assets

The College of Saint Rose 403(b) Retirement Plan vs every filed plan by assets

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

$129,256,773 Top 7% higher than 93% 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

The College of Saint Rose 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The College of Saint Rose 403(b) Retirement Plan sits mid-pack in the medium band (478 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The College of Saint Rose 403(b) Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The College of Saint Rose 403(b) Retirement Plan end-of-year assets rose from $118M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • The College of Saint Rose 403(b) Retirement Plan reported participants fell from 514 in the plan year 2022 filing to 478 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141338371 · The College of Saint Rose PY 2023 · Other

The College of Saint Rose 403(b) Retirement Plan · $129M · 478 · 93rd

  • VS-ST $129M
  • VS-ST 478
  • VS-ST 93rd
  • VS-ST Other
  • VS-ST near Xavier University of Louisiana Defined Contribution Retirement Plan
  • VS-ST ind #3280

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 →

The College of Saint Rose 403(b) Retirement Plan in the asset neighbourhood

National Louis University Retirement PlanNational Louis University Re…$130MUma Supplemental 403(b) Plan$130MThe College of Saint Rose 403(b) Retirement PlanThe College of Saint Rose 40…$129MXavier University of Louisiana Defined Contribution Retirement PlanXavier University of Louisia…$129MLake County Plasterers & Cement Masons RetirementLake County Plasterers & Cem…$129M
End-of-year total assets ($M) among The College of Saint Rose 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$129M
Net Income$11M
Employer EIN141338371
Plan Effective Date1954-10-02
Filing StatusFILING RECEIVED

Sponsor Plan History (The College of Saint Rose)

Sponsor-wide plan assets over time

All The College of Saint Rose plans reported in each filing year

Latest sponsor-wide plan assets
$2M 98.0986443050736% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $123M $2.33M ▼ -98.1%
Year Plans Participants Total Assets
2022 2 604 $123M
2023 2 549 $133M
2024 2 474 $2M

Nearby Other Plans in New York

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

The College of Saint Rose 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The College of Saint Rose 403(b) Retirement Plan, Total assets ($B): 0.129256773 · Participants: 478The College of Saint Rose 403(b) Retirement PlanNorthwell 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 PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
The College of Saint Rose 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

The College of Saint Rose 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Xavier University of Louisiana Defined Contribution Retirement Plan in LA ($129M); by covered participants it is University Clinical Health 403(b) Plan in TN (478 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (478 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 The College of Saint Rose 403(b) Retirement Plan assets move in 2023?
The College of Saint Rose 403(b) Retirement Plan grew at a solid clip - up 9.2% during 2023, from $118M to $129M. Reported net income was $11M.
How have The College of Saint Rose plan assets changed over time?
Across 3 plan years on file (2022-2024), The College of Saint Rose's sponsor-wide assets declined 98.1%, from $123M to $2M.
Where does The College of Saint Rose 403(b) Retirement Plan rank by assets among Form 5500 filers?
The College of Saint Rose 403(b) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The College of Saint Rose 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Xavier University of Louisiana Defined Contribution Retirement Plan in LA ($129M, 564 participants).
Which Other plans cover a similar participant headcount to The College of Saint Rose 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is University Clinical Health 403(b) Plan in TN (478 participants, $13M in assets).