Other · DOL Form 5500 · 2023

Clarkson University Retirement Plan

Data updated 2026-08-25

$351M
Total assets Above avg plan size
889
Participants Near avg headcount
97th
Percentile by assets National rank
$394,997
Avg per participant High balance/head
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Official DOL plan name: Clarkson University Pension Plan · Sponsored by Clarkson University · New York · Educational Services

$351M in assets, 889 participants

Clarkson University's Clarkson University Pension Plan reported $351M in total assets and 889 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.

  • #3,544 in Educational Services (3,735 peers)

Where Clarkson University Pension Plan sits by assets

Clarkson University Pension Plan sits in the top 5% of all filed plans by assets, $351M for 889 participants (~$394,997/participant), up 9.2% in 2023.

#3,544
in Educational Services (3,735 peers)
+9.2%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Clarkson University Pension Plan's outsized position by total assets

Clarkson University Pension Plan vs every filed plan by assets

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

$351,152,190 Top 3% higher than 97% 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

Clarkson University Pension 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. Clarkson University Pension Plan sits mid-pack in the medium band (889 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clarkson University Pension Plan reported net income rose from -$44M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Clarkson University Pension Plan reported participants rose from 683 in the plan year 2022 filing to 889 in the plan year 2023 filing.
  • Clarkson University Pension Plan end-of-year assets rose from $321M in the plan year 2022 filing to $351M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 150543659 · Clarkson University PY 2023 · Other

Clarkson University Pension Plan · $351M · 889 · 97th

  • RANK $351M
  • RANK 889
  • RANK 97th
  • RANK Other
  • RANK near Clark University Retirement Plan
  • RANK ind #3544

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 →

Clarkson University Pension Plan in the asset neighbourhood

Saint Francis Health System, Inc. 403(b) Savings PSaint Francis Health System,…$352MPih Health, Inc. 403(b) Plan$352MClarkson University Pension PlanClarkson University Pension …$351MClark University Retirement PlanClark University Retirement …$351MJefferson Health New Jersey 403(b) PlanJefferson Health New Jersey …$351M
End-of-year total assets ($M) among Clarkson University Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$321M
Net Assets (End of Year)$351M
Net Income$30M
Employer EIN150543659
Plan Effective Date1948-09-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Clarkson University)

Sponsor-wide plan assets over time

All Clarkson University plans reported in each filing year

Latest sponsor-wide plan assets
$373M 15.94607679302852% vs 2022
2024 filing year
$300M$320M$340M$360M$380M 202220232024 $321M $373M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 683 $321M
2023 1 889 $351M
2024 1 804 $373M

Nearby Other Plans in New York

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

Clarkson University Pension Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Clarkson University Pension Plan, Total assets ($B): 0.35115219 · Participants: 889Clarkson University Pension 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
Clarkson University Pension Plan vs. nearby Other plans in New York, assets vs. participants
Compare Clarkson University Pension Plan side-by-side with 3 peers →

Clarkson University Pension Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Clark University Retirement Plan in MA ($351M); by covered participants it is Great Plains Health Alliance Tax Deferred Annuity Plan in KS (890 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($351M here).

Similar participant headcount

Nearest other-state filings by covered participants (889 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 Clarkson University Pension Plan assets move in 2023? ▼
Clarkson University Pension Plan grew at a solid clip - up 9.2% during 2023, from $321M to $351M. Reported net income was $30M.
How have Clarkson University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Clarkson University's sponsor-wide assets grew 15.9%, from $321M to $373M.
Where does Clarkson University Pension Plan rank by assets among Form 5500 filers? ▼
Clarkson University Pension 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 Clarkson University Pension Plan? ▼
Among Other plans in other states, the closest by assets is Clark University Retirement Plan in MA ($351M, 727 participants).
Which Other plans cover a similar participant headcount to Clarkson University Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Great Plains Health Alliance Tax Deferred Annuity Plan in KS (890 participants, $36M 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 150543659.

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.