Other · DOL Form 5500 · 2023
Niagara Univeristy Retirement Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 465
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $365,672
- Avg per participant High balance/head
Official DOL plan name: Niagara University Defined Contribution Plan · Sponsored by Niagara Univeristy · New York · Educational Services
$170M in assets, 465 participants
Niagara Univeristy's Niagara University Defined Contribution Plan reported $170M in total assets and 465 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.
- #3,364 in Educational Services (3,735 peers)
Where Niagara University Defined Contribution Plan sits by assets
Niagara University Defined Contribution Plan sits in the top 10% of all filed plans by assets, $170M for 465 participants (~$365,672/participant), up 10.3% in 2023.
- #3,364
- in Educational Services (3,735 peers)
- +10.3%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Niagara University Defined Contribution Plan's outsized position by total assets
Niagara University Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$170,037,609 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
Niagara University Defined Contribution 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. Niagara University Defined Contribution Plan sits mid-pack in the medium band (465 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Niagara University Defined Contribution Plan reported net income rose from -$22M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Niagara University Defined Contribution Plan end-of-year assets rose from $154M in the plan year 2022 filing to $170M in the plan year 2023 filing.
- Niagara University Defined Contribution Plan reported participants rose from 460 in the plan year 2022 filing to 465 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 160755807 · Niagara Univeristy PY 2023 · Other
Niagara University Defined Contribution Plan · $170M · 465 · 94th
- EBSA $170M
- PART 465
- TYPE 94th
- NET Other
- BOOK near St. Catherine University Defined Contribution Retirement Plan
- VS-ST ind #3364
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 →
Niagara University Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | $16M |
| Employer EIN | 160755807 |
| Plan Effective Date | 1968-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Niagara Univeristy)
Sponsor-wide plan assets over time
All Niagara Univeristy plans reported in each filing year
- Latest sponsor-wide plan assets
- $181M 17.542021179074617% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 460 | $154M |
| 2023 | 1 | 465 | $170M |
| 2024 | 1 | 474 | $181M |
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
Niagara University Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is St. Catherine University Defined Contribution Retirement Plan in MN ($170M); by covered participants it is Northwestern Counseling and Support Services Tax Deferred Annuity in VT (465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
- St. Catherine University Defined Contribution Retirement Plan (MN) $170M · 1,004
- Norwich University Defined Contribution Retirement Plan (VT) $170M · 1,126
- Claremont Graduate University Academic Retirement Plan (CA) $171M · 515
- Robert Morris University Defined Contribution Retirement Plan (PA) $171M · 413
Similar participant headcount
Nearest other-state filings by covered participants (465 participants); asset peers above are excluded.
- Northwestern Counseling and Support Services Tax Deferred Annuity (VT) 465 · 0 off
- Starfish Family Services, Inc. DC Plan (MI) 464 · 1 off
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan (AL) 464 · 1 off
- Community Memorial Hospital Association 403(b) Plan (MN) 466 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.