Other · DOL Form 5500 · 2023

Marist College Retirement Plan

Data updated 2026-08-25

$316M
Total assets Above avg plan size
857
Participants Near avg headcount
96th
Percentile by assets National rank
$368,534
Avg per participant High balance/head
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Official DOL plan name: Marist College Defined Contribution Retirement Plan · Sponsored by Marist College · New York · Educational Services

$316M in assets, 857 participants

Marist College's Marist College Defined Contribution Retirement Plan reported $316M in total assets and 857 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,518 in Educational Services (3,735 peers)

Where Marist College Defined Contribution Retirement Plan sits by assets

Marist College Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $316M for 857 participants (~$368,534/participant), up 12.4% in 2023.

#3,518
in Educational Services (3,735 peers)
+12.4%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Marist College Defined Contribution Retirement Plan's outsized position by total assets

Marist College Defined Contribution Retirement Plan vs every filed plan by assets

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

$315,833,850 Top 4% higher than 96% 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

Marist College Defined Contribution 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. Marist College Defined Contribution Retirement Plan sits mid-pack in the medium band (857 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marist College Defined Contribution Retirement Plan reported net income rose from -$38M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Marist College Defined Contribution Retirement Plan end-of-year assets rose from $281M in the plan year 2022 filing to $316M in the plan year 2023 filing.
  • Marist College Defined Contribution Retirement Plan reported participants rose from 842 in the plan year 2022 filing to 857 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141442493 · Marist College PY 2023 · Other

Marist College Defined Contribution Retirement Plan · $316M · 857 · 96th

  • RANK $316M
  • PHOTO 857
  • IND 96th
  • EOY Other
  • 5500 near The Cambridge Health Alliance Partnership Plan
  • ASSETS ind #3518

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 →

Marist College Defined Contribution Retirement Plan in the asset neighbourhood

Lewis & Clark College Defined Contribution Retirement Plan and Tax Deferred Annuity PlanLewis & Clark College Define…$316MThe Cambridge Health Alliance Partnership PlanThe Cambridge Health Allianc…$316MMarist College Defined Contribution Retirement PlanMarist College Defined Contr…$316MMichigan Independent Colleges and Universities 403(b) Multiple Employer PlanMichigan Independent College…$315MRider University Defined Contribution Retirement PlanRider University Defined Con…$314M
End-of-year total assets ($M) among Marist College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$281M
Net Assets (End of Year)$316M
Net Income$35M
Employer EIN141442493
Plan Effective Date1958-07-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Marist College)

Sponsor-wide plan assets over time

All Marist College plans reported in each filing year

Latest sponsor-wide plan assets
$342M 21.64742046560977% vs 2022
2024 filing year
$260M$280M$300M$320M$340M$360M 202220232024 $281M $342M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 842 $281M
2023 1 857 $316M
2024 1 899 $342M

Nearby Other Plans in New York

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

Marist College Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Marist College Defined Contribution Retirement Plan, Total assets ($B): 0.31583385 · Participants: 857Marist College Defined Contribution Retirement 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
Marist College Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Marist College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is The Cambridge Health Alliance Partnership Plan in MA ($316M); by covered participants it is Simmons University Retirement Plan in MA (857 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 Marist College Defined Contribution Retirement Plan assets move in 2023?
Marist College Defined Contribution Retirement Plan grew at a solid clip - up 12.4% during 2023, from $281M to $316M. Reported net income was $35M.
How have Marist College plan assets changed over time?
Across 3 plan years on file (2022-2024), Marist College's sponsor-wide assets grew 21.6%, from $281M to $342M.
Where does Marist College Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Marist College Defined Contribution Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Marist College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is The Cambridge Health Alliance Partnership Plan in MA ($316M, 3,521 participants).
Which Other plans cover a similar participant headcount to Marist College Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Simmons University Retirement Plan in MA (857 participants, $255M in assets).