Other · DOL Form 5500 · 2023
Excelsior University Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 546
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $64,239
- Avg per participant Low balance/head
Official DOL plan name: Excelsior University Supplemental 403(b) Plan · Sponsored by Excelsior University · New York · Educational Services
$35M in assets, 546 participants
Excelsior University's Excelsior University Supplemental 403(b) Plan reported $35M in total assets and 546 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #2,516 in Educational Services (3,735 peers)
Where Excelsior University Supplemental 403(b) Plan sits by assets
Excelsior University Supplemental 403(b) Plan sits in the top quartile of all filed plans by assets, $35M for 546 participants (~$64,239/participant), up 12.0% in 2023.
- #2,516
- in Educational Services (3,735 peers)
- +12.0%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Excelsior University Supplemental 403(b) Plan's outsized position by total assets
Excelsior University Supplemental 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$35,074,660 Top 19% higher than 81% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Excelsior University Supplemental 403(b) 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. Excelsior University Supplemental 403(b) Plan sits mid-pack in the medium band (546 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Excelsior University Supplemental 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Excelsior University Supplemental 403(b) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Excelsior University Supplemental 403(b) Plan reported participants fell from 607 in the plan year 2022 filing to 546 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 161532850 · Excelsior University PY 2023 · Other
Excelsior University Supplemental 403(b) Plan · $35M · 546 · 81st
- 5500 $35M
- 5500 546
- 5500 81st
- 5500 Other
- 5500 near Childserve Employee Retirement Plan
- 5500 ind #2516
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 →
Excelsior University Supplemental 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $4M |
| Employer EIN | 161532850 |
| Plan Effective Date | 1998-04-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excelsior University)
Sponsor-wide plan assets over time
All Excelsior University plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 24.060240761067842% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,288 | $84M |
| 2023 | 2 | 1,189 | $94M |
| 2024 | 2 | 1,806 | $105M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Excelsior University Supplemental 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Childserve Employee Retirement Plan in IA ($35M); by covered participants it is 403(b) Thrift Plan for Penn-Mar Organization Inc Dba Penn-Mar Human Services in MD (546 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Childserve Employee Retirement Plan (IA) $35M · 1,460
- Episcopal School of Jacksonville Defined Contribution Retirement Plan (FL) $35M · 276
- The Fay School Defined Contribution Retirement Plan (MA) $35M · 143
- National Institute of Aerospace Associates Defined Contribution and Tda Plan (VA) $35M · 220
Similar participant headcount
Nearest other-state filings by covered participants (546 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.