Other · DOL Form 5500 · 2023

Alfred University Retirement Plan

Data updated 2026-08-11

$141M
Total assets
436
Participants
93rd
Percentile by assets
$323,401
Avg per participant
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Official DOL plan name: Alfred University Retirement Plan · Sponsored by Alfred University · New York · Educational Services

$141M in assets, 436 participants

Alfred University's Alfred University Retirement Plan reported $141M in total assets and 436 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #3,306 in Educational Services (3,735 peers)

Where Alfred University Retirement Plan sits by assets

Alfred University Retirement Plan sits in the top 10% of all filed plans by assets, $141M for 436 participants (~$323,401/participant), up 11.0% in 2023.

$141M
total plan assets (2023 EOY)
436
covered participants
93rd
percentile by assets (of 127,072 plans)
$323,401
avg assets per participant

Where Alfred University Retirement Plan sits by total assets

Alfred University Retirement Plan vs every filed plan by assets

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

$141,002,969 Top 7% higher than 93% 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

  • Alfred University Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Alfred University Retirement Plan end-of-year assets rose from $127M in the plan year 2022 filing to $141M in the plan year 2023 filing.
  • Alfred University Retirement Plan reported participants rose from 405 in the plan year 2022 filing to 436 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Educational Services

Alfred University Retirement Plan vs the 2023 asset distribution

By assets, Alfred University Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$141M
Net Income$14M
Employer EIN160743900
Plan Effective Date1920-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alfred University)

$120M$130M$140M$150M$160M 202220232024 $127M $151M ▲ +18.7%
Total plan assets by year, all Alfred University plans on file
Year Plans Participants Total Assets
2022 1 405 $127M
2023 1 436 $141M
2024 1 452 $151M

Nearby Other Plans in New York

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

Alfred University Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Alfred University Re…, Total assets ($B): 0.141002969 · Participants: 436Alfred University Re…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 …
Alfred University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Alfred University Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

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

Frequently Asked Questions

How did Alfred University Retirement Plan assets move in 2023? ▼
Alfred University Retirement Plan grew at a solid clip - up 11.0% during 2023, from $127M to $141M. Reported net income was $14M.
How have Alfred University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alfred University's sponsor-wide assets grew 18.7%, from $127M to $151M.
Where does Alfred University Retirement Plan rank by assets among Form 5500 filers? ▼
Alfred University Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Alfred University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lipscomb University Defined Contribution Retirement Plan in TN ($141M, 1,387 participants).

Next read for Alfred University Retirement Plan

Scale reading

Ways to act on Alfred University 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 160743900.

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.