Other · DOL Form 5500 · 2023

Adelphi University Retirement Plan

Data updated 2026-08-11

$439M
Total assets
1,225
Participants
97th
Percentile by assets
$358,542
Avg per participant
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Official DOL plan name: Adelphi University Defined Contribution Retirement Plan · Sponsored by Adelphi University · New York · Educational Services

$439M in assets, 1,225 participants

Adelphi University's Adelphi University Defined Contribution Retirement Plan reported $439M in total assets and 1,225 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #3,578 in Educational Services (3,735 peers)

Where Adelphi University Defined Contribution Retirement Plan sits by assets

Adelphi University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $439M for 1,225 participants (~$358,542/participant), up 11.1% in 2023.

$439M
total plan assets (2023 EOY)
1,225
covered participants
97th
percentile by assets (of 127,072 plans)
$358,542
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adelphi University Defined Contribution Retirement Plan reported net income rose from -$76M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Adelphi University Defined Contribution Retirement Plan end-of-year assets rose from $395M in the plan year 2022 filing to $439M in the plan year 2023 filing.
  • Adelphi University Defined Contribution Retirement Plan reported participants fell from 1,278 in the plan year 2022 filing to 1,225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Adelphi University Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Adelphi University Defined Contribution Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$395M
Net Assets (End of Year)$439M
Net Income$44M
Employer EIN111630741
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adelphi University)

$350M$400M$450M$500M 202220232024 $395M $473M ▲ +19.7%
Total plan assets by year, all Adelphi University plans on file
Year Plans Participants Total Assets
2022 1 1,278 $395M
2023 1 1,225 $439M
2024 1 1,225 $473M

Nearby Other Plans in New York

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

Adelphi University Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Adelphi University Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Adelphi University D…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Adelphi University Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Adelphi University Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Adelphi University Defined Contribution Retirement Plan assets move in 2023?
Adelphi University Defined Contribution Retirement Plan grew at a solid clip - up 11.1% during 2023, from $395M to $439M. Reported net income was $44M.
How have Adelphi University plan assets changed over time?
Across 3 plan years on file (2022-2024), Adelphi University's sponsor-wide assets grew 19.7%, from $395M to $473M.
Where does Adelphi University Defined Contribution Retirement Plan rank by assets among Form 5500 filers?
Adelphi University Defined Contribution Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Adelphi University Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Munson 403(b) Plan in MI ($436M, 8,262 participants).

Next read for Adelphi University Defined Contribution …

Scale reading

Ways to act on Adelphi University Defined Contribution Retirement Plan's numbers.