Other · DOL Form 5500 · 2023

Alfred University Retirement Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
436
Participants Below avg headcount
93rd
Percentile by assets National rank
$323,401
Avg per participant High balance/head
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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.

  • #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.

#3,306
in Educational Services (3,735 peers)
+11.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Alfred University Retirement Plan's outsized position 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 $2,050,000,000 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

Alfred University 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. Alfred University Retirement Plan sits mid-pack in the medium band (436 participants).

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 →

DOL schedule card

Filing strip 160743900 · Alfred University PY 2023 · Other

Alfred University Retirement Plan · $141M · 436 · 93rd

  • BOY $141M
  • BOY 436
  • BOY 93rd
  • BOY Other
  • BOY near Lipscomb University Defined Contribution Retirement Plan
  • BOY ind #3306

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 →

Alfred University Retirement Plan in the asset neighbourhood

Oneblood 403(b) Retirement PlanOneblood 403(b) Retirement P…$142MHebrew Seniorlife Employee Savings PlanHebrew Seniorlife Employee S…$142MLipscomb University Defined Contribution Retirement PlanLipscomb University Defined …$141MAlfred University Retirement PlanAlfred University Retirement…$141MMerakey 403(b) Plan$140M
End-of-year total assets ($M) among Alfred University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Alfred University plans reported in each filing year

Latest sponsor-wide plan assets
$151M 18.738917033649503% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $127M $151M ▲ +18.7%
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 ($B) Participants Alfred University Retirement Plan, Total assets ($B): 0.141002969 · Participants: 436Alfred University Retirement 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
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 →

Alfred University Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Lipscomb University Defined Contribution Retirement Plan in TN ($141M); by covered participants it is Chicago Horticultural Society 403(b) Retirement Plan in IL (436 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (436 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 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).
Which Other plans cover a similar participant headcount to Alfred University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Chicago Horticultural Society 403(b) Retirement Plan in IL (436 participants, $51M 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 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.