Other · DOL Form 5500 · 2023
Nazareth University Retirement Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 413
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $379,129
- Avg per participant High balance/head
Official DOL plan name: Nazareth University Defined Contribution Retirement Plan · Sponsored by Nazareth University · New York · Educational Services
$157M in assets, 413 participants
Nazareth University's Nazareth University Defined Contribution Retirement Plan reported $157M in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,332 in Educational Services (3,735 peers)
Where Nazareth University Defined Contribution Retirement Plan sits by assets
Nazareth University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $157M for 413 participants (~$379,129/participant), up 7.2% in 2023.
- #3,332
- in Educational Services (3,735 peers)
- +7.2%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Nazareth University Defined Contribution Retirement Plan's outsized position by total assets
Nazareth University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$156,580,362 Top 6% higher than 94% 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
Nazareth University Defined Contribution Retirement 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. Nazareth University Defined Contribution Retirement Plan sits mid-pack in the medium band (413 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nazareth University Defined Contribution Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Nazareth University Defined Contribution Retirement Plan end-of-year assets rose from $146M in the plan year 2022 filing to $157M in the plan year 2023 filing.
- Nazareth University Defined Contribution Retirement Plan reported participants fell from 422 in the plan year 2022 filing to 413 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 160743088 · Nazareth University PY 2023 · Other
Nazareth University Defined Contribution Retirement Plan · $157M · 413 · 94th
- NET $157M
- NET 413
- NET 94th
- NET Other
- NET near Arcadia University Defined Contribution Retirement Plan
- NET ind #3332
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 →
Nazareth University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $146M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $11M |
| Employer EIN | 160743088 |
| Plan Effective Date | 1966-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nazareth University)
Sponsor-wide plan assets over time
All Nazareth University plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 11.812510242552474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 422 | $146M |
| 2023 | 1 | 413 | $157M |
| 2024 | 1 | 405 | $163M |
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
Nazareth University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Arcadia University Defined Contribution Retirement Plan in PA ($156M); by covered participants it is Robert F. Kennedy Community Alliance 403(b) Plan in MA (413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Arcadia University Defined Contribution Retirement Plan (PA) $156M · 1,637
- Bates College 403(b) Retirement Plan (ME) $156M · 950
- Children's University Medical Group Tax Deferred Annuity Plan (WA) $156M · 854
- Vail Health Hospital Retirement Plan (CO) $157M · 1,656
Similar participant headcount
Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.
- Robert F. Kennedy Community Alliance 403(b) Plan (MA) 413 · 0 off
- Purdue Research Foundation Defined Contribution Retirement Plan (IN) 413 · 0 off
- Durham Academy, Inc. Defined Contribution and Tax Deferred Annuity Plan (NC) 413 · 0 off
- Robert Morris University Defined Contribution Retirement Plan (PA) 413 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.