Other · DOL Form 5500 · 2023

Georgetown University Retirement Plan

Data updated 2026-08-25

$865M
Total assets Above avg plan size
15,030
Participants Very large workforce
98th
Percentile by assets National rank
$57,534
Avg per participant Low balance/head
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Official DOL plan name: Georgetown University Voluntary Contribution Retirement Plan · Sponsored by Georgetown University · District of Columbia · Educational Services

$865M in assets, 15,030 participants

Georgetown University's Georgetown University Voluntary Contribution Retirement Plan reported $865M in total assets and 15,030 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,657 in Educational Services (3,735 peers)

Coverage in District of Columbia

Georgetown University Voluntary Contribution Retirement Plan covers 15,030 participants in District of Columbia, 10x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $865M.

#3,657
in Educational Services (3,735 peers)
+16.6%
assets growth YoY
8.7×
vs typical plan assets (national mean)

Georgetown University Voluntary Contribution Retirement Plan's outsized position by total assets

Georgetown University Voluntary Contribution Retirement Plan vs every filed plan by assets

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

$864,736,688 Top 2% higher than 98% 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

Georgetown University Voluntary Contribution Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Georgetown University Voluntary Contribution Retirement Plan is a mega filing (15,030 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Georgetown University Voluntary Contribution Retirement Plan reported net income rose from -$114M in the plan year 2022 filing to $123M in the plan year 2023 filing.
  • Georgetown University Voluntary Contribution Retirement Plan end-of-year assets rose from $741M in the plan year 2022 filing to $865M in the plan year 2023 filing.
  • Georgetown University Voluntary Contribution Retirement Plan reported participants rose from 13,020 in the plan year 2022 filing to 15,030 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 530196603 · Georgetown University PY 2023 · Other

Georgetown University Voluntary Contribution Retirement Plan · $865M · 15,030 · 98th

  • PART $865M
  • TYPE 15,030
  • NET 98th
  • BOOK Other
  • VS-ST near Marquette University Retirement Plan
  • BOY ind #3657

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 →

Georgetown University Voluntary Contribution Retirement Plan in the asset neighbourhood

Presbyterian Healthcare Services 403(b) PlanPresbyterian Healthcare Serv…$865MGeorgetown University Voluntary Contribution Retirement PlanGeorgetown University Volunt…$865MMarquette University Retirement PlanMarquette University Retirem…$865MCape Cod Healthcare 403(b) Partnership PlanCape Cod Healthcare 403(b) P…$864MUniversity of Denver Retirement PlanUniversity of Denver Retirem…$848M
End-of-year total assets ($M) among Georgetown University Voluntary Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$741M
Net Assets (End of Year)$865M
Net Income$123M
Employer EIN530196603
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgetown University)

Sponsor-wide plan assets over time

All Georgetown University plans reported in each filing year

Latest sponsor-wide plan assets
$3.4B 19.07145398288855% vs 2022
2024 filing year
$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.89B $3.45B ▲ +19.4%
Year Plans Participants Total Assets
2022 3 18,588 $2.9B
2023 3 20,622 $3.3B
2024 3 19,998 $3.4B

Nearby Other Plans in District of Columbia

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

Georgetown University Voluntary Contribution Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 00.511.522.53 Total assets ($B) Participants Georgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution 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 PlanThe Catholic University of America Retirement Plan, Total assets ($B): 0.560687073 · Participants: 1716The Catholic University of America Retirement Plan
Georgetown University Voluntary Contribution Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare Georgetown University Voluntary Contribution Retirement Plan side-by-side with 3 peers →

Scale composition for Georgetown University Voluntary Contribution Retirement Plan

Georgetown University Voluntary Contribution Retirement Plan reports $865M in end-of-year assets across 15,030 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $57,534 per participant (42% of the national average assets-per-participant) . Net income for plan year 2023 was $123M.

This plan identity (EIN 530196603, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $741M to $979M (+32.1%) while covered participants moved from 13,020 to 14,512 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,020 $741M Open filing
2023 15,030 $865M This page
2024 · index core 14,512 $979M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Georgetown University Voluntary Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Marquette University Retirement Plan in WI ($865M); by covered participants it is Columbia University Voluntary Retirement Savings Plan in NY (15,290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($865M here).

Similar participant headcount

Nearest other-state filings by covered participants (15,030 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 Georgetown University Voluntary Contribution Retirement Plan assets move in 2023? ▼
Georgetown University Voluntary Contribution Retirement Plan grew sharply - up 16.6% during 2023, from $741M to $865M. Reported net income was $123M.
How have Georgetown University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgetown University's sponsor-wide assets grew 19.1%, from $2.9B to $3.4B.
Where does Georgetown University Voluntary Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Georgetown University Voluntary Contribution Retirement Plan ranks in the 98th 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 Georgetown University Voluntary Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Marquette University Retirement Plan in WI ($865M, 3,157 participants).
Which Other plans cover a similar participant headcount to Georgetown University Voluntary Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Columbia University Voluntary Retirement Savings Plan in NY (15,290 participants, $3.0B 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 530196603.

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.