Other
2023 plan-year Other DOL Form 5500

Siena College Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Siena College Β· New York Β· Educational Services

What the 2023 filing shows

Siena College Defined Contribution Retirement Plan holds $240M for 927 participants - about $259,428 per participant, up 13.1% over the 2023 plan year.

$240M
total plan assets (2023 EOY)
927
covered participants
$259,428
avg assets per participant
+13.1%
assets growth YoY
Total Assets (2023)
$240M
Participants
927
State
Industry
Educational Services

What the Filing Says About Siena College Defined Contribution Retirement Plan

Siena College Defined Contribution Retirement Plan is a Other retirement plan sponsored by Siena College, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $240M in total end-of-year assets and covers 927 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 141338498, and the plan has been effective since 1948-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $213M at the beginning of 2023 to $240M at year-end β€” a gain of 13.1%. Net assets (after liabilities) closed the year at $240M, with reported net income of $28M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$213M
Total Assets (End of Year)$240M
Net Assets (End of Year)$240M
Net Income$28M
Plan TypeOther
Employer EIN141338498
Plan Effective Date1948-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Siena College)

Year Plans Participants Total Assets
2022 1 905 $213M
2023 1 927 $240M
2024 1 932 $257M

Nearby Other Plans in New York

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

Frequently Asked Questions

How much money is in the Siena College Defined Contribution Retirement Plan?
As of the 2023 Form 5500 filing, Siena College Defined Contribution Retirement Plan holds $240M in total assets with 927 participants. It is sponsored by Siena College.
What type of plan is Siena College Defined Contribution Retirement Plan?
Siena College Defined Contribution Retirement Plan is a Other plan. It has been effective since 1948-07-01. The plan is filed with the U.S. Department of Labor under EIN 141338498.
Who sponsors the Siena College Defined Contribution Retirement Plan?
Siena College Defined Contribution Retirement Plan is sponsored by Siena College, located in New York. The sponsor's EIN is 141338498 and the plan operates in the Educational Services industry.
How did Siena College Defined Contribution Retirement Plan perform in 2023?
Siena College Defined Contribution Retirement Plan grew by 13.1% during 2023, moving from $213M to $240M in total assets. Net income was $28M.
Where can I find official filings for Siena College Defined Contribution Retirement Plan?
Official Form 5500 filings for Siena College Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 141338498 or plan name at efast.dol.gov.
How does Siena College Defined Contribution Retirement Plan compare to other plans?
You can compare Siena College Defined Contribution Retirement Plan against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 141338498.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.