Other · DOL Form 5500 · 2023

Cornell University Retirement Plan

Data updated 2026-08-25

$2.2B
Total assets Very large vs avg
12,762
Participants Very large workforce
99th
Percentile by assets National rank
$174,197
Avg per participant Above avg balance/head
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Official DOL plan name: Cornell University Tax-Deferred Annuity Plan · Sponsored by Cornell University · New York · Educational Services

$2.2B in assets, 12,762 participants

Cornell University's Cornell University Tax-Deferred Annuity Plan reported $2.2B in total assets and 12,762 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,702 in Educational Services (3,735 peers)

Coverage in New York

Cornell University Tax-Deferred Annuity Plan covers 12,762 participants in New York, 16x the typical New York plan (state average ~798 per filing). Assets: $2.2B.

#3,702
in Educational Services (3,735 peers)
+14.2%
assets growth YoY
22×
vs typical plan assets (national mean)

Cornell University Tax-Deferred Annuity Plan's outsized position by total assets

Cornell University Tax-Deferred Annuity Plan vs every filed plan by assets

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

$2,223,101,332 Top 1% higher than 99% 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

Cornell University Tax-Deferred Annuity 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. Cornell University Tax-Deferred Annuity Plan is a mega filing (12,762 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cornell University Tax-Deferred Annuity Plan reported net income rose from -$304M in the plan year 2022 filing to $276M in the plan year 2023 filing.
  • Cornell University Tax-Deferred Annuity Plan end-of-year assets rose from $1.9B in the plan year 2022 filing to $2.2B in the plan year 2023 filing.
  • Cornell University Tax-Deferred Annuity Plan reported participants rose from 12,687 in the plan year 2022 filing to 12,762 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 150532082 · Cornell University PY 2023 · Other

Cornell University Tax-Deferred Annuity Plan · $2.2B · 12,762 · 99th

  • BOOK $2.2B
  • VS-ST 12,762
  • BOY 99th
  • SCH Other
  • EBSA near Georgetown University Defined Contribution Retirement Plan
  • PART ind #3702

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 →

Cornell University Tax-Deferred Annuity Plan in the asset neighbourhood

Cedars-Sinai Health System 403b Retirement PlanCedars-Sinai Health System 4…$2.2BGeorgetown University Defined Contribution Retirement PlanGeorgetown University Define…$2.2BCornell University Tax-Deferred Annuity PlanCornell University Tax-Defer…$2.2BThe Children's Hospital of Philadelphia Retirement Savings PlanThe Children's Hospital of P…$2.1BMainehealth 403(b) Retirement PlanMainehealth 403(b) Retiremen…$2.1B
End-of-year total assets ($B) among Cornell University Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.9B
Net Assets (End of Year)$2.2B
Net Income$276M
Employer EIN150532082
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cornell University)

Sponsor-wide plan assets over time

All Cornell University plans reported in each filing year

Latest sponsor-wide plan assets
$9.5B 28.23795140741239% vs 2022
2024 filing year
$7B$8B$9B$10B 202220232024 $7.42B $9.52B ▲ +28.3%
Year Plans Participants Total Assets
2022 6 40,167 $7.4B
2023 5 47,891 $8.6B
2024 5 49,890 $9.5B

Nearby Other Plans in New York

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

Cornell University Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. 100002000030000400005000060000 024681012 Total assets ($B) Participants Cornell University Tax-Deferred Annuity Plan, Total assets ($B): 2.223101332 · Participants: 12762Cornell University Tax-Deferred Annuity 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
Cornell University Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants
Compare Cornell University Tax-Deferred Annuity Plan side-by-side with 3 peers →

Scale composition for Cornell University Tax-Deferred Annuity Plan

Cornell University Tax-Deferred Annuity Plan reports $2.2B in end-of-year assets across 12,762 participants (0.018% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $174,197 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $276M.

This plan identity (EIN 150532082, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.4B (+24.9%) while covered participants moved from 12,687 to 12,764 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 12,687 $1.9B Open filing
2023 12,762 $2.2B This page
2024 · index core 12,764 $2.4B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Cornell University Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Georgetown University Defined Contribution Retirement Plan in DC ($2.2B); by covered participants it is University of Miami Retirement Savings Plan in FL (12,683 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12,762 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 Cornell University Tax-Deferred Annuity Plan assets move in 2023? ▼
Cornell University Tax-Deferred Annuity Plan grew at a solid clip - up 14.2% during 2023, from $1.9B to $2.2B. Reported net income was $276M.
How have Cornell University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cornell University's sponsor-wide assets grew 28.2%, from $7.4B to $9.5B.
Where does Cornell University Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Cornell University Tax-Deferred Annuity Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Cornell University Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Georgetown University Defined Contribution Retirement Plan in DC ($2.2B, 4,981 participants).
Which Other plans cover a similar participant headcount to Cornell University Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Miami Retirement Savings Plan in FL (12,683 participants, $1.7B 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 150532082.

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.