Other · DOL Form 5500 · 2023

Association of Graduates, Usma Retirement Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
122
Participants Small participant base
73rd
Percentile by assets National rank
$168,909
Avg per participant Above avg balance/head
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Official DOL plan name: Association of Graduates Retirement Savings Plan · Sponsored by Association of Graduates, Usma · New York · Professional & Technical Services

$21M in assets, 122 participants

Association of Graduates, Usma's Association of Graduates Retirement Savings Plan reported $21M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,857 in Professional & Technical Services (20,321 peers)

Coverage in New York

Association of Graduates Retirement Savings Plan covers 122 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $21M.

#14,857
in Professional & Technical Services (20,321 peers)
+28.0%
assets growth YoY

Association of Graduates Retirement Savings Plan's outsized position by total assets

Association of Graduates Retirement Savings Plan vs every filed plan by assets

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

$20,606,908 Top 27% higher than 73% 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

Association of Graduates Retirement Savings 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. Association of Graduates Retirement Savings Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Association of Graduates Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Association of Graduates Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Association of Graduates Retirement Savings Plan reported participants rose from 109 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141260763 · Association of Graduates, Usma PY 2023 · Other

Association of Graduates Retirement Savings Plan · $21M · 122 · 73rd

  • BOY $21M
  • BOY 122
  • BOY 73rd
  • BOY Other
  • BOY near Oakridge School 403(b) Tda Plan
  • BOY ind #14857

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 Professional & Technical Services retirement plans → · Plans in New York →

Association of Graduates Retirement Savings Plan in the asset neighbourhood

Aacsb International DC the Association to Advance Collegiate Schools of BusinessAacsb International DC the A…$21MOakridge School 403(b) Tda PlanOakridge School 403(b) Tda P…$21MAssociation of Graduates Retirement Savings PlanAssociation of Graduates Ret…$21MLegal Services of New Jersey Inc Er 403bLegal Services of New Jersey…$21MFamily Counseling Center of Armstrong County Tax Sheltered Annuity PlanFamily Counseling Center of …$21M
End-of-year total assets ($M) among Association of Graduates Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$5M
Employer EIN141260763
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Association of Graduates, Usma)

Sponsor-wide plan assets over time

All Association of Graduates, Usma plans reported in each filing year

Latest sponsor-wide plan assets
$24M 47.032228836445015% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.1M $23.7M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 109 $16M
2023 1 122 $21M
2024 1 126 $24M

Nearby Other Plans in New York

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

Association of Graduates Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Association of Graduates Retirement Savings Plan, Total assets ($B): 0.020606908 · Participants: 122Association of Graduates Retirement Savings 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
Association of Graduates Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare Association of Graduates Retirement Savings Plan side-by-side with 3 peers →

Association of Graduates Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Oakridge School 403(b) Tda Plan in TX ($21M); by covered participants it is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Association of Graduates Retirement Savings Plan assets move in 2023? ▼
Association of Graduates Retirement Savings Plan grew sharply - up 28.0% during 2023, from $16M to $21M. Reported net income was $5M.
How have Association of Graduates, Usma plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Association of Graduates, Usma's sponsor-wide assets grew 47.0%, from $16M to $24M.
Which Other plans are similar in size to Association of Graduates Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Oakridge School 403(b) Tda Plan in TX ($21M, 131 participants).
Which Other plans cover a similar participant headcount to Association of Graduates Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Port Newark Maintenance & Repair 401(k) Plan in AZ (122 participants, $15M 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 141260763.

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.