Other · DOL Form 5500 · 2023
Colgate University Retirement Plan
Data updated 2026-08-11
- $522M
- Total assets
- 997
- Participants
- 97th
- Percentile by assets
- $523,073
- Avg per participant
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.
- 97th percentile by assets (of 127,072 plans)
- #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.
- $522M
- total plan assets (2023 EOY)
- 997
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $523,073
- avg assets per participant
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.
Colgate University Defined Contribution Retirement vs the 2023 asset distribution
By assets, Colgate University Defined Contribution Retirement outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $472M |
|---|---|
| Net Assets (End of Year) | $522M |
| Net Income | $49M |
| Employer EIN | 150532078 |
| Plan Effective Date | 1924-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colgate University)
| 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
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Similar-Sized Other Plans Nationally
Other plans in other states closest to Colgate University Defined Contribution Retirement by total assets, not by location.
- Billings Clinic 403b Plan (MT) $522M · 3,894
- Pinnacle Health System 403b Tax Sheltered Savings Plan (PA) $518M · 5,380
- Nicklaus Children's Health System Retirement Plan (FL) $518M · 4,481
- Pomona Valley Hospital Medical Center Retirement Savings Plan (CA) $525M · 3,859
Frequently Asked Questions
How did Colgate University Defined Contribution Retirement assets move in 2023? ▼
How have Colgate University plan assets changed over time? ▼
Where does Colgate University Defined Contribution Retirement rank by assets among Form 5500 filers? ▼
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Next read for Colgate University Defined Contribution …
Scale reading
Ways to act on Colgate University Defined Contribution Retirement's numbers.
- By total assets, Colgate University Defined Contribution Retirement ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Colgate University's sponsor-wide assets have grown 20.3% since 2022 across 3 plan years on file. More Educational Services plans