Other · DOL Form 5500 · 2023
Adelphi University Retirement Plan
Data updated 2026-08-25
- $439M
- Total assets Above avg plan size
- 1,225
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $358,542
- Avg per participant High balance/head
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.
- #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.
- #3,578
- in Educational Services (3,735 peers)
- +11.1%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Adelphi University Defined Contribution Retirement Plan's outsized position by total assets
Adelphi University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$439,214,296 Top 3% higher than 97% 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
Adelphi University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adelphi University Defined Contribution Retirement Plan lands in the large band (1,225 participants).
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.
Form 5500 schedule snapshot
Filing strip 111630741 · Adelphi University PY 2023 · Other
Adelphi University Defined Contribution Retirement Plan · $439M · 1,225 · 97th
- BOY $439M
- SCH 1,225
- EBSA 97th
- PART Other
- TYPE near Munson 403(b) Plan
- NET ind #3578
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 →
Adelphi University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $395M |
|---|---|
| Net Assets (End of Year) | $439M |
| Net Income | $44M |
| Employer EIN | 111630741 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adelphi University)
Sponsor-wide plan assets over time
All Adelphi University plans reported in each filing year
- Latest sponsor-wide plan assets
- $473M 19.670636385689786% vs 2022
- 2024 filing year
| 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.
- 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
Adelphi University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Munson 403(b) Plan in MI ($436M); by covered participants it is Drake University Mandatory Tax-Deferred Annuity Retirement Plan in IA (1,224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($439M here).
- Munson 403(b) Plan (MI) $436M · 8,262
- Midwestern University Retirement Plan (IL) $442M · 1,624
- Lafayette College Retirement Plan (PA) $443M · 1,064
- University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan (CT) $435M · 876
Similar participant headcount
Nearest other-state filings by covered participants (1,225 participants); asset peers above are excluded.
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) 1,224 · 1 off
- Otis R. Bowen Center 403(b) Plan (IN) 1,226 · 1 off
- Roofers Local 149 Defined Contribution Pension Fund (MI) 1,227 · 2 off
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) 1,222 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.