Other · DOL Form 5500 · 2023

Albertus Magnus College Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
154
Participants Small participant base
84th
Percentile by assets National rank
$284,762
Avg per participant High balance/head
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Official DOL plan name: Albertus Magnus College DC Retirement Plan · Sponsored by Albertus Magnus College · Connecticut · Educational Services

$44M in assets, 154 participants

Albertus Magnus College's Albertus Magnus College DC Retirement Plan reported $44M in total assets and 154 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,678 in Educational Services (3,735 peers)

Coverage in Connecticut

Albertus Magnus College DC Retirement Plan covers 154 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $44M.

#2,678
in Educational Services (3,735 peers)
+7.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Albertus Magnus College DC Retirement Plan's outsized position by total assets

Albertus Magnus College DC Retirement Plan vs every filed plan by assets

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

$43,853,375 Top 16% higher than 84% 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

Albertus Magnus College DC 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. Albertus Magnus College DC Retirement Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Albertus Magnus College DC Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Albertus Magnus College DC Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060646520 · Albertus Magnus College PY 2023 · Other

Albertus Magnus College DC Retirement Plan · $44M · 154 · 84th

  • RANK $44M
  • PHOTO 154
  • IND 84th
  • EOY Other
  • 5500 near Educause DC Plan
  • ASSETS ind #2678

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 Connecticut →

Albertus Magnus College DC Retirement Plan in the asset neighbourhood

Keuka College Retirement Plan$44MRoberts Wesleyan University Retirement PlanRoberts Wesleyan University …$44MAmerican Councils 403b Retirement PlanAmerican Councils 403b Retir…$44MAlbertus Magnus College DC Retirement PlanAlbertus Magnus College DC R…$44MEducause DC Plan$44M
End-of-year total assets ($M) among Albertus Magnus College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$44M
Net Income$3M
Employer EIN060646520
Plan Effective Date1959-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albertus Magnus College)

Sponsor-wide plan assets over time

All Albertus Magnus College plans reported in each filing year

Latest sponsor-wide plan assets
$48M 17.542753499068684% vs 2022
2024 filing year
$40M$45M$50M 202220232024 $40.9M $48.1M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 155 $41M
2023 1 154 $44M
2024 1 147 $48M

Nearby Other Plans in Connecticut

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

Albertus Magnus College DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Albertus Magnus College DC Retirement Plan, Total assets ($B): 0.043853375 · Participants: 154Albertus Magnus College DC Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Albertus Magnus College DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Albertus Magnus College DC Retirement Plan side-by-side with 3 peers →

Albertus Magnus College DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Educause DC Plan in CO ($44M); by covered participants it is Eversight 403(b) DC Plan in MI (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Albertus Magnus College DC Retirement Plan assets move in 2023? ▼
Albertus Magnus College DC Retirement Plan grew at a solid clip - up 7.2% during 2023, from $41M to $44M. Reported net income was $3M.
How have Albertus Magnus College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albertus Magnus College's sponsor-wide assets grew 17.5%, from $41M to $48M.
Where does Albertus Magnus College DC Retirement Plan rank by assets among Form 5500 filers? ▼
Albertus Magnus College DC Retirement Plan ranks in the 84th 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 Albertus Magnus College DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Educause DC Plan in CO ($44M, 82 participants).
Which Other plans cover a similar participant headcount to Albertus Magnus College DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Eversight 403(b) DC Plan in MI (154 participants, $23M 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 060646520.

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.