Other · DOL Form 5500 · 2023

Union College Retirement Plan

Data updated 2026-08-11

$384M
Total assets
1,020
Participants
97th
Percentile by assets
$376,860
Avg per participant
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Official DOL plan name: Union College Retirement Plan · Sponsored by Union College · New York · Educational Services

$384M in assets, 1,020 participants

Union College's Union College Retirement Plan reported $384M in total assets and 1,020 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #3,554 in Educational Services (3,735 peers)

Where Union College Retirement Plan sits by assets

Union College Retirement Plan sits in the top 5% of all filed plans by assets, $384M for 1,020 participants (~$376,860/participant), up 11.0% in 2023.

$384M
total plan assets (2023 EOY)
1,020
covered participants
97th
percentile by assets (of 127,072 plans)
$376,860
avg assets per participant

Where Union College Retirement Plan sits by total assets

Union College Retirement Plan vs every filed plan by assets

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

$384,396,694 Top 3% higher than 97% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union College Retirement Plan reported net income rose from -$55M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Union College Retirement Plan end-of-year assets rose from $346M in the plan year 2022 filing to $384M in the plan year 2023 filing.
  • Union College Retirement Plan reported participants rose from 1,008 in the plan year 2022 filing to 1,020 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Educational Services

Union College Retirement Plan vs the 2023 asset distribution

By assets, Union College Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$346M
Net Assets (End of Year)$384M
Net Income$38M
Employer EIN141338580
Plan Effective Date1920-06-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Union College)

$340M$360M$380M$400M$420M 202220232024 $346M $407M ▲ +17.7%
Total plan assets by year, all Union College plans on file
Year Plans Participants Total Assets
2022 1 1,008 $346M
2023 1 1,020 $384M
2024 1 916 $407M

Nearby Other Plans in New York

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

Union College Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Union College Retire…, Total assets ($B): 0.384396694 · Participants: 1020Union College Retire…Northwell Health 403…, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medi…University of Roches…, Total assets ($B): 7.214339559 · Participants: 28970University of Roches…Memorial Sloan Kette…, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for …
Union College Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Union College Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Union College Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Union College Retirement Plan assets move in 2023? ▼
Union College Retirement Plan grew at a solid clip - up 11.0% during 2023, from $346M to $384M. Reported net income was $38M.
How have Union College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union College's sponsor-wide assets grew 17.7%, from $346M to $407M.
Where does Union College Retirement Plan rank by assets among Form 5500 filers? ▼
Union College Retirement Plan ranks in the 97th 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 Union College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Eisenhower Medical Center 403(b) Retirement Plan in CA ($384M, 4,177 participants).

Next read for Union College Retirement Plan

Scale reading

Ways to act on Union College Retirement Plan's numbers.

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 141338580.

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.