Other · DOL Form 5500 · 2023

American Association of Colleges and Universities Retirement Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
63
Participants Small participant base
76th
Percentile by assets National rank
$382,319
Avg per participant High balance/head
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Official DOL plan name: American Association of Colleges and Universities DC Retirement Plan · Sponsored by American Association of Colleges and Universities · District of Columbia · Educational Services

$24M in assets, 63 participants

American Association of Colleges and Universities's American Association of Colleges and Universities DC Retirement Plan reported $24M in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,238 in Educational Services (3,735 peers)

Where American Association of Colleges and Universities DC Retirement Plan sits by assets

American Association of Colleges and Universities DC Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 63 participants (~$382,319/participant), up 14.0% in 2023.

#2,238
in Educational Services (3,735 peers)
+14.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

American Association of Colleges and Universities DC Retirement Plan's outsized position by total assets

American Association of Colleges and Universities DC Retirement Plan vs every filed plan by assets

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

$24,086,116 Top 24% higher than 76% 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

American Association of Colleges and Universities DC Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Association of Colleges and Universities DC Retirement Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Association of Colleges and Universities DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Association of Colleges and Universities DC Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • American Association of Colleges and Universities DC Retirement Plan reported participants rose from 62 in the plan year 2022 filing to 63 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 521945674 · American Association of Colleges and Universities PY 2023 · Other

American Association of Colleges and Universities DC Retirement Plan · $24M · 63 · 76th

  • 5500 $24M
  • ASSETS 63
  • PCT 76th
  • EIN Other
  • RANK near The Silvercrest Center for Nursing and Rehabilitation Retirement and Savings Plan
  • PHOTO ind #2238

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 District of Columbia →

American Association of Colleges and Universities DC Retirement Plan in the asset neighbourhood

American Association of Colleges and Universities DC Retirement PlanAmerican Association of Coll…$24MThe Silvercrest Center for Nursing and Rehabilitation Retirement and Savings PlanThe Silvercrest Center for N…$24MHoly Cross Hospital Retirement Savings PlanHoly Cross Hospital Retireme…$24MUSA Hockey, Inc. 403(b) Plan$24MThe Cleveland Foundation Retirement PlanThe Cleveland Foundation Ret…$24M
End-of-year total assets ($M) among American Association of Colleges and Universities DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN521945674
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Association of Colleges and Universities)

Sponsor-wide plan assets over time

All American Association of Colleges and Universities plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.55122098216525% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.1M $26.3M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 62 $21M
2023 1 63 $24M
2024 1 60 $26M

Nearby Other Plans in District of Columbia

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

American Association of Colleges and Universities DC Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants American Association of Colleges and Universities DC Retirement Plan, Total assets ($B): 0.024086116 · Participants: 63American Association of Colleges and Universities DC Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
American Association of Colleges and Universities DC Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants

American Association of Colleges and Universities DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is The Silvercrest Center for Nursing and Rehabilitation Retirement and Savings Plan in NY ($24M); by covered participants it is Oregon Museum of Science and Industry Retirement Plan in OR (63 participants). Same-state nearby plans are listed separately above.

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 American Association of Colleges and Universities DC Retirement Plan assets move in 2023?
American Association of Colleges and Universities DC Retirement Plan grew at a solid clip - up 14.0% during 2023, from $21M to $24M. Reported net income was $3M.
How have American Association of Colleges and Universities plan assets changed over time?
Across 3 plan years on file (2022-2024), American Association of Colleges and Universities's sponsor-wide assets grew 24.6%, from $21M to $26M.
Where does American Association of Colleges and Universities DC Retirement Plan rank by assets among Form 5500 filers?
American Association of Colleges and Universities DC Retirement Plan ranks in the 76th 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 Other plans are similar in size to American Association of Colleges and Universities DC Retirement Plan?
Among Other plans in other states, the closest by assets is The Silvercrest Center for Nursing and Rehabilitation Retirement and Savings Plan in NY ($24M, 376 participants).
Which Other plans cover a similar participant headcount to American Association of Colleges and Universities DC Retirement Plan?
Among Other plans in other states, the closest by covered participants is Oregon Museum of Science and Industry Retirement Plan in OR (63 participants, $11M in assets).