Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Adelphi University Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Adelphi University · New York · Educational Services

What the 2023 filing shows

Adelphi University Defined Contribution Retirement Plan holds $439M for 1,225 participants — about $358,542 per participant, up 11.1% over the 2023 plan year.

$439M
total plan assets (2023 EOY)
1,225
covered participants
$358,542
avg assets per participant
+11.1%
assets growth YoY
Total Assets (2023)
$439M
Participants
1,225
State
Industry
Educational Services

What the Filing Says About Adelphi University Defined Contribution Retirement Plan

Adelphi University Defined Contribution Retirement Plan is a Profit Sharing retirement plan sponsored by Adelphi University, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $439M in total end-of-year assets and covers 1,225 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 111630741, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $395M at the beginning of 2023 to $439M at year-end — a gain of 11.1%. Net assets (after liabilities) closed the year at $439M, with reported net income of $44M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Adelphi University)

Year Plans Participants Total Assets
2022 1 1,278 $395M
2023 1 1,225 $439M
2024 1 1,225 $473M

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Frequently Asked Questions

How much money is in the Adelphi University Defined Contribution Retirement Plan?
As of the 2023 Form 5500 filing, Adelphi University Defined Contribution Retirement Plan holds $439M in total assets with 1,225 participants. It is sponsored by Adelphi University.
What type of plan is Adelphi University Defined Contribution Retirement Plan?
Adelphi University Defined Contribution Retirement Plan is a Profit Sharing plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 111630741.
Who sponsors the Adelphi University Defined Contribution Retirement Plan?
Adelphi University Defined Contribution Retirement Plan is sponsored by Adelphi University, located in New York. The sponsor's EIN is 111630741 and the plan operates in the Educational Services industry.
How did Adelphi University Defined Contribution Retirement Plan perform in 2023?
Adelphi University Defined Contribution Retirement Plan grew by 11.1% during 2023, moving from $395M to $439M in total assets. Net income was $44M.
Where can I find official filings for Adelphi University Defined Contribution Retirement Plan?
Official Form 5500 filings for Adelphi University Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 111630741 or plan name at efast.dol.gov.
How does Adelphi University Defined Contribution Retirement Plan compare to other plans?
You can compare Adelphi University Defined Contribution Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 111630741.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.