Defined Benefit (Pension) · DOL Form 5500 · 2023
Georgetown University Pension Plan
Data updated 2026-08-25
- $184M
- Total assets Near avg plan size
- 611
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $301,001
- Avg per participant High balance/head
Official DOL plan name: Georgetown University Retirement Plan · Sponsored by Georgetown University · District of Columbia · Educational Services
$184M in assets, 611 participants
Georgetown University's Georgetown University Retirement Plan reported $184M in total assets and 611 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.
- #3,387 in Educational Services (3,735 peers)
Coverage in District of Columbia
Georgetown University Retirement Plan covers 611 participants in District of Columbia, about 42% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $184M.
- #3,387
- in Educational Services (3,735 peers)
- +2.9%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Georgetown University Retirement Plan's outsized position by total assets
Georgetown University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$183,911,359 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
Georgetown 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. Georgetown University Retirement Plan sits mid-pack in the medium band (611 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Georgetown University Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Georgetown University Retirement Plan reported participants fell from 650 in the plan year 2022 filing to 611 in the plan year 2023 filing.
- Georgetown University Retirement Plan end-of-year assets rose from $179M in the plan year 2022 filing to $184M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 530196603 · Georgetown University PY 2023 · Defined Benefit (Pension)
Georgetown University Retirement Plan · $184M · 611 · 94th
- PART $184M
- TYPE 611
- NET 94th
- BOOK Defined Benefit (Pension)
- VS-ST near Skadden Arps Slate Meagher & Flom Cash Balance Plan
- BOY ind #3387
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 District of Columbia →
Georgetown University Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $179M |
|---|---|
| Net Assets (End of Year) | $184M |
| Net Income | $5M |
| Employer EIN | 530196603 |
| Plan Effective Date | 1954-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Georgetown University)
Sponsor-wide plan assets over time
All Georgetown University plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 19.07145398288855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 18,588 | $2.9B |
| 2023 | 3 | 20,622 | $3.3B |
| 2024 | 3 | 19,998 | $3.4B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
Georgetown University Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Skadden Arps Slate Meagher & Flom Cash Balance Plan in NY ($184M); by covered participants it is Touro Infirmary Retirement Plan in LA (612 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($184M here).
- Skadden Arps Slate Meagher & Flom Cash Balance Plan (NY) $184M · 295
- Global Defined Benefit Retirement Plan (AK) $184M · 145
- Banquet Employees - Unions Pension Trust Fund (NE) $184M · 791
- Local Union 400 I.B.E.W. Pension Plan (NJ) $184M · 563
Similar participant headcount
Nearest other-state filings by covered participants (611 participants); asset peers above are excluded.
- Touro Infirmary Retirement Plan (LA) 612 · 1 off
- IBEW Local No. 86 Pension Fund (NY) 610 · 1 off
- National Fuel Gas Company Retirement Plan (NY) 613 · 2 off
- Northwest Community Hospital Employees Retirement Plan (IL) 607 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.