Money Purchase · DOL Form 5500 · 2023

Excelsior University Money Purchase Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
643
Participants Below avg headcount
87th
Percentile by assets National rank
$92,221
Avg per participant Below avg balance/head
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Official DOL plan name: The Excelsior University Retirement Plan · Sponsored by Excelsior University · New York · Educational Services

$59M in assets, 643 participants

Excelsior University's The Excelsior University Retirement Plan reported $59M in total assets and 643 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,879 in Educational Services (3,735 peers)

Where The Excelsior University Retirement Plan sits by assets

The Excelsior University Retirement Plan sits in the top quartile of all filed plans by assets, $59M for 643 participants (~$92,221/participant), up 11.7% in 2023.

#2,879
in Educational Services (3,735 peers)
+11.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Excelsior University Retirement Plan's outsized position by total assets

The Excelsior University Retirement Plan vs every filed plan by assets

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

$59,298,410 Top 13% higher than 87% 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 Excelsior University 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 Excelsior University Retirement Plan sits mid-pack in the medium band (643 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Excelsior University Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Excelsior University Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • The Excelsior University Retirement Plan reported participants fell from 681 in the plan year 2022 filing to 643 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161532850 · Excelsior University PY 2023 · Money Purchase

The Excelsior University Retirement Plan · $59M · 643 · 87th

  • EBSA $59M
  • EBSA 643
  • EBSA 87th
  • EBSA Money Purchase
  • EBSA near American Mathematical Society Retirement Plan
  • EBSA ind #2879

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 Excelsior University Retirement Plan in the asset neighbourhood

University Athletic Association, Inc. Employees' Money Purchase PensionUniversity Athletic Associat…$60MRetirement Plan for Prior Alcon EmployeesRetirement Plan for Prior Al…$60MThe Excelsior University Retirement PlanThe Excelsior University Ret…$59MAmerican Mathematical Society Retirement PlanAmerican Mathematical Societ…$59MUnited Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity FundUnited Parcel Service, Inc. …$59M
End-of-year total assets ($M) among The Excelsior University Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$59M
Net Income$6M
Employer EIN161532850
Plan Effective Date1998-04-06
Filing StatusFILING 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
$80M$90M$100M$110M 202220232024 $84.4M $105M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 1,288 $84M
2023 2 1,189 $94M
2024 2 1,806 $105M

Nearby Money Purchase Plans in New York

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

The Excelsior University Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Excelsior University Retirement Plan, Total assets ($B): 0.05929841 · Participants: 643The Excelsior University Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
The Excelsior University Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare The Excelsior University Retirement Plan side-by-side with 3 peers →

The Excelsior University Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is American Mathematical Society Retirement Plan in RI ($59M); by covered participants it is Painting Industry of Hawaii Annuity Plan in HI (649 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (643 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 Excelsior University Retirement Plan assets move in 2023? ▼
The Excelsior University Retirement Plan grew at a solid clip - up 11.7% during 2023, from $53M to $59M. Reported net income was $6M.
How have Excelsior University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior University's sponsor-wide assets grew 24.1%, from $84M to $105M.
Where does The Excelsior University Retirement Plan rank by assets among Form 5500 filers? ▼
The Excelsior University Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to The Excelsior University Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is American Mathematical Society Retirement Plan in RI ($59M, 171 participants).
Which Money Purchase plans cover a similar participant headcount to The Excelsior University Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Painting Industry of Hawaii Annuity Plan in HI (649 participants, $116M 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 161532850.

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.