Other · DOL Form 5500 · 2023

Colgate University Retirement Plan

Data updated 2026-08-25

$522M
Total assets Above avg plan size
997
Participants Near avg headcount
97th
Percentile by assets National rank
$523,073
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Colgate University Defined Contribution Retirement · Sponsored by Colgate University · New York · Educational Services

$522M in assets, 997 participants

Colgate University's Colgate University Defined Contribution Retirement reported $522M in total assets and 997 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.

  • #3,604 in Educational Services (3,735 peers)

Where Colgate University Defined Contribution Retirement sits by assets

Colgate University Defined Contribution Retirement sits in the top 5% of all filed plans by assets, $522M for 997 participants (~$523,073/participant), up 10.5% in 2023.

#3,604
in Educational Services (3,735 peers)
+10.5%
assets growth YoY
5.2×
vs typical plan assets (national mean)

Colgate University Defined Contribution Retirement's outsized position by total assets

Colgate University Defined Contribution Retirement vs every filed plan by assets

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

$521,504,162 Top 3% higher than 97% 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

Colgate University Defined Contribution Retirement 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. Colgate University Defined Contribution Retirement sits mid-pack in the medium band (997 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colgate University Defined Contribution Retirement reported net income rose from -$82M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Colgate University Defined Contribution Retirement end-of-year assets rose from $472M in the plan year 2022 filing to $522M in the plan year 2023 filing.
  • Colgate University Defined Contribution Retirement reported participants fell from 1,047 in the plan year 2022 filing to 997 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 150532078 · Colgate University PY 2023 · Other

Colgate University Defined Contribution Retirement · $522M · 997 · 97th

  • PHOTO $522M
  • IND 997
  • EOY 97th
  • 5500 Other
  • ASSETS near Billings Clinic 403b Plan
  • PCT ind #3604

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 →

Colgate University Defined Contribution Retirement in the asset neighbourhood

Pomona Valley Hospital Medical Center Retirement Savings PlanPomona Valley Hospital Medic…$525MBillings Clinic 403b Plan$522MColgate University Defined Contribution RetirementColgate University Defined C…$522MPinnacle Health System 403b Tax Sheltered Savings PlanPinnacle Health System 403b …$518MNicklaus Children's Health System Retirement PlanNicklaus Children's Health S…$518M
End-of-year total assets ($M) among Colgate University Defined Contribution Retirement and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$472M
Net Assets (End of Year)$522M
Net Income$49M
Employer EIN150532078
Plan Effective Date1924-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Colgate University)

Sponsor-wide plan assets over time

All Colgate University plans reported in each filing year

Latest sponsor-wide plan assets
$568M 20.267403850347687% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $472M $568M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 1,047 $472M
2023 1 997 $522M
2024 1 1,054 $568M

Nearby Other Plans in New York

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

Colgate University Defined Contribution Retirement vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 051015 Total assets ($B) Participants Colgate University Defined Contribution Retirement, Total assets ($B): 0.521504162 · Participants: 997Colgate University Defined Contribution RetirementNorthwell 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
Colgate University Defined Contribution Retirement vs. nearby Other plans in New York, assets vs. participants
Compare Colgate University Defined Contribution Retirement side-by-side with 3 peers →

Colgate University Defined Contribution Retirement's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Billings Clinic 403b Plan in MT ($522M); by covered participants it is The University of Tampa Defined Contribution Retirement Plan in FL (997 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (997 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 Colgate University Defined Contribution Retirement assets move in 2023? ▼
Colgate University Defined Contribution Retirement grew at a solid clip - up 10.5% during 2023, from $472M to $522M. Reported net income was $49M.
How have Colgate University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Colgate University's sponsor-wide assets grew 20.3%, from $472M to $568M.
Where does Colgate University Defined Contribution Retirement rank by assets among Form 5500 filers? ▼
Colgate University Defined Contribution Retirement 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 Colgate University Defined Contribution Retirement? ▼
Among Other plans in other states, the closest by assets is Billings Clinic 403b Plan in MT ($522M, 3,894 participants).
Which Other plans cover a similar participant headcount to Colgate University Defined Contribution Retirement? ▼
Among Other plans in other states, the closest by covered participants is The University of Tampa Defined Contribution Retirement Plan in FL (997 participants, $204M 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 150532078.

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.