Other · DOL Form 5500 · 2023
Cornell University Retirement Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 11,173
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $125,294
- Avg per participant Near avg balance/head
Official DOL plan name: Weill Cornell Medical College Tax Deferred Annuity Plan · Sponsored by Cornell University · New York · Educational Services
$1.4B in assets, 11,173 participants
Cornell University's Weill Cornell Medical College Tax Deferred Annuity Plan reported $1.4B in total assets and 11,173 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.
- #3,680 in Educational Services (3,735 peers)
Coverage in New York
Weill Cornell Medical College Tax Deferred Annuity Plan covers 11,173 participants in New York, 14x the typical New York plan (state average ~798 per filing). Assets: $1.4B.
- #3,680
- in Educational Services (3,735 peers)
- +23.3%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
Weill Cornell Medical College Tax Deferred Annuity Plan's outsized position by total assets
Weill Cornell Medical College Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,399,909,414 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Weill Cornell Medical College 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. Weill Cornell Medical College Tax Deferred Annuity Plan is a mega filing (11,173 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Weill Cornell Medical College Tax Deferred Annuity Plan reported net income rose from -$121M in the plan year 2022 filing to $264M in the plan year 2023 filing.
- Weill Cornell Medical College Tax Deferred Annuity Plan reported participants rose from 5,061 in the plan year 2022 filing to 11,173 in the plan year 2023 filing.
- Weill Cornell Medical College Tax Deferred Annuity Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 150532082 · Cornell University PY 2023 · Other
Weill Cornell Medical College Tax Deferred Annuity Plan · $1.4B · 11,173 · 99th
- NET $1.4B
- BOOK 11,173
- VS-ST 99th
- BOY Other
- SCH near Brown University Defined Contribution Legacy Retirement Plan
- EBSA ind #3680
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 →
Weill Cornell Medical College Tax Deferred Annuity Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $264M |
| Employer EIN | 150532082 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING 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
| 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.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Scale composition for Weill Cornell Medical College Tax Deferred Annuity Plan
Weill Cornell Medical College Tax Deferred Annuity Plan reports $1.4B in end-of-year assets across 11,173 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $125,294 per participant (91% of the national average assets-per-participant) . Net income for plan year 2023 was $264M.
This plan identity (EIN 150532082, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.6B (+42.1%) while covered participants moved from 5,061 to 12,676 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,061 | $1.1B | Open filing |
| 2023 | 11,173 | $1.4B | This page |
| 2024 · index core | 12,676 | $1.6B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (Other, $3.0B, 14,648 participants)
- Cornell University Tax-Deferred Annuity Plan (Other, $2.4B, 12,764 participants)
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (Other, $2.2B, 5,142 participants)
- Weill Cornell Medical College Tax Deferred Annuity Plan (Other, $1.6B, 12,676 participants)
Weill Cornell Medical College Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Brown University Defined Contribution Legacy Retirement Plan in RI ($1.4B); by covered participants it is Shands Healthcare Matched Savings Account 403(b) in FL (11,144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Brown University Defined Contribution Legacy Retirement Plan (RI) $1.4B · 1,272
- Dartmouth Health 403(b) Plan (NH) $1.4B · 10,995
- The Children's Hospital Corporation Tax-Deferred Annuity Plan (MA) $1.4B · 14,199
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan (AL) $1.4B · 4,563
Similar participant headcount
Nearest other-state filings by covered participants (11,173 participants); asset peers above are excluded.
- Shands Healthcare Matched Savings Account 403(b) (FL) 11,144 · 29 off
- Bj's Restaurants, Inc. 401(k) Plan (CA) 11,025 · 148 off
- Banner Health Employees 403(b) Plan (AZ) 11,018 · 155 off
- Tower Health 403(b) Plan (PA) 11,344 · 171 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.