401(k)
2023 plan-year 401(k) DOL Form 5500

Barnard College 403(b) Plan for Collective Bargaining Employees

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Barnard College · New York · Educational Services

What the 2023 filing shows

Barnard College 403(b) Plan for Collective Bargaining Employees holds $49M for 311 participants — about $158,869 per participant, up 8.9% over the 2023 plan year.

$49M
total plan assets (2023 EOY)
311
covered participants
$158,869
avg assets per participant
+8.9%
assets growth YoY
Total Assets (2023)
$49M
Participants
311
State
Industry
Educational Services

What the Filing Says About Barnard College 403(b) Plan for Collective Bargaining Employees

Barnard College 403(b) Plan for Collective Bargaining Employees is a 401(k) retirement plan sponsored by Barnard College, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $49M in total end-of-year assets and covers 311 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131628149, and the plan has been effective since 1976-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2023 to $49M at year-end — a gain of 8.9%. Net assets (after liabilities) closed the year at $49M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$49M
Net Assets (End of Year)$49M
Net Income$4M
Plan Type401(k)
Employer EIN131628149
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Barnard College)

Year Plans Participants Total Assets
2022 2 1,034 $385M
2023 2 1,105 $440M
2024 2 1,216 $494M

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Frequently Asked Questions

How much money is in the Barnard College 403(b) Plan for Collective Bargaining Employees?
As of the 2023 Form 5500 filing, Barnard College 403(b) Plan for Collective Bargaining Employees holds $49M in total assets with 311 participants. It is sponsored by Barnard College.
What type of plan is Barnard College 403(b) Plan for Collective Bargaining Employees?
Barnard College 403(b) Plan for Collective Bargaining Employees is a 401(k) plan. It has been effective since 1976-07-01. The plan is filed with the U.S. Department of Labor under EIN 131628149.
Who sponsors the Barnard College 403(b) Plan for Collective Bargaining Employees?
Barnard College 403(b) Plan for Collective Bargaining Employees is sponsored by Barnard College, located in New York. The sponsor's EIN is 131628149 and the plan operates in the Educational Services industry.
How did Barnard College 403(b) Plan for Collective Bargaining Employees perform in 2023?
Barnard College 403(b) Plan for Collective Bargaining Employees grew by 8.9% during 2023, moving from $45M to $49M in total assets. Net income was $4M.
Where can I find official filings for Barnard College 403(b) Plan for Collective Bargaining Employees?
Official Form 5500 filings for Barnard College 403(b) Plan for Collective Bargaining Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131628149 or plan name at efast.dol.gov.
How does Barnard College 403(b) Plan for Collective Bargaining Employees compare to other plans?
You can compare Barnard College 403(b) Plan for Collective Bargaining Employees against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 131628149.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.