Other · DOL Form 5500 · 2023

Keuka College Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
214
Participants Below avg headcount
84th
Percentile by assets National rank
$205,545
Avg per participant Above avg balance/head
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Official DOL plan name: Keuka College Retirement Plan · Sponsored by Keuka College · New York · Educational Services

$44M in assets, 214 participants

Keuka College's Keuka College Retirement Plan reported $44M in total assets and 214 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,681 in Educational Services (3,735 peers)

Coverage in New York

Keuka College Retirement Plan covers 214 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $44M.

#2,681
in Educational Services (3,735 peers)
+7.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Keuka College Retirement Plan's outsized position by total assets

Keuka College Retirement Plan vs every filed plan by assets

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

$43,986,544 Top 16% higher than 84% 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

Keuka College 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. Keuka College Retirement Plan sits mid-pack in the medium band (214 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keuka College Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Keuka College Retirement Plan reported participants fell from 247 in the plan year 2022 filing to 214 in the plan year 2023 filing.
  • Keuka College Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 166054295 · Keuka College PY 2023 · Other

Keuka College Retirement Plan · $44M · 214 · 84th

  • EIN $44M
  • EIN 214
  • EIN 84th
  • EIN Other
  • EIN near Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan
  • EIN ind #2681

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 →

Keuka College Retirement Plan in the asset neighbourhood

Gill St. Bernard's DC Retirement PlanGill St. Bernard's DC Retire…$44MMount Desert Island Hospital Employee Savings PlanMount Desert Island Hospital…$44MSt. Anne's Belfield, Inc. 403(b) Retirement PlanSt. Anne's Belfield, Inc. 40…$44MKeuka College Retirement Plan$44MAllen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement PlanAllen-Chase Foundation Dba E…$44M
End-of-year total assets ($M) among Keuka College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$44M
Net Income$3M
Employer EIN166054295
Plan Effective Date1944-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keuka College)

Sponsor-wide plan assets over time

All Keuka College plans reported in each filing year

Latest sponsor-wide plan assets
$44M 7.271809285180502% vs 2022
2024 filing year
$40M$41M$42M$43M$44M$45M 202220232024 $40.9M $43.9M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 247 $41M
2023 1 214 $44M
2024 1 198 $44M

Nearby Other Plans in New York

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

Keuka College Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Keuka College Retirement Plan, Total assets ($B): 0.043986544 · Participants: 214Keuka College 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
Keuka College Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Keuka College Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan in MA ($44M); by covered participants it is Paideia School Retirement Plan in GA (214 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (214 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 Keuka College Retirement Plan assets move in 2023?
Keuka College Retirement Plan grew at a solid clip - up 7.6% during 2023, from $41M to $44M. Reported net income was $3M.
How have Keuka College plan assets changed over time?
Across 3 plan years on file (2022-2024), Keuka College's sponsor-wide assets grew 7.3%, from $41M to $44M.
Where does Keuka College Retirement Plan rank by assets among Form 5500 filers?
Keuka College Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Keuka College Retirement Plan?
Among Other plans in other states, the closest by assets is Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan in MA ($44M, 158 participants).
Which Other plans cover a similar participant headcount to Keuka College Retirement Plan?
Among Other plans in other states, the closest by covered participants is Paideia School Retirement Plan in GA (214 participants, $74M in assets).