Other · DOL Form 5500 · 2023
American University Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 2,668
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $475,912
- Avg per participant High balance/head
Official DOL plan name: American University Defined Contribution Retirement Plan · Sponsored by American University · District of Columbia · Educational Services
$1.3B in assets, 2,668 participants
American University's American University Defined Contribution Retirement Plan reported $1.3B in total assets and 2,668 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,677 in Educational Services (3,735 peers)
Where American University Defined Contribution Retirement Plan sits by assets
American University Defined Contribution Retirement Plan sits among the largest 1% of all filed plans, $1.3B for 2,668 participants (~$475,912/participant), up 11.2% in 2023.
- #3,677
- in Educational Services (3,735 peers)
- +11.2%
- assets growth YoY
- 13×
- vs typical plan assets (national mean)
American University Defined Contribution Retirement Plan's outsized position by total assets
American University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,269,733,433 Top 1% higher than 99% 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
American 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. American University Defined Contribution Retirement Plan lands in the large band (2,668 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American University Defined Contribution Retirement Plan reported net income rose from $18M in the plan year 2022 filing to $128M in the plan year 2023 filing.
- American University Defined Contribution Retirement Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.
- American University Defined Contribution Retirement Plan reported participants rose from 2,632 in the plan year 2022 filing to 2,668 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 530196549 · American University PY 2023 · Other
American University Defined Contribution Retirement Plan · $1.3B · 2,668 · 99th
- PCT $1.3B
- EIN 2,668
- RANK 99th
- PHOTO Other
- IND near University of Wisconsin Medical Foundation Physicians Retirement Plan
- EOY ind #3677
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 →
American University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | $128M |
| Employer EIN | 530196549 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American University)
Sponsor-wide plan assets over time
All American University plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 18.43710521196277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,632 | $1.1B |
| 2023 | 1 | 2,668 | $1.3B |
| 2024 | 1 | 5,480 | $1.4B |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.6B · 431,907
- Georgetown University Defined Contribution Retirement Plan $2.2B · 4,981
- Howard University Savings Plan $1.1B · 6,611
- Georgetown University Voluntary Contribution Retirement Plan $865M · 15,030
- The Catholic University of America Retirement Plan $561M · 1,716
American University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is University of Wisconsin Medical Foundation Physicians Retirement Plan in WI ($1.3B); by covered participants it is Tift Regional Health System 403(b) Plan in GA (2,657 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- University of Wisconsin Medical Foundation Physicians Retirement Plan (WI) $1.3B · 1,636
- Childrens Healthcare of Atlanta Inc Share Plan (GA) $1.3B · 13,019
- Henry Ford Health System Heritage 403(b) Plan (MI) $1.3B · 15,298
- John Muir Health 403b Plan (CA) $1.2B · 4,867
Similar participant headcount
Nearest other-state filings by covered participants (2,668 participants); asset peers above are excluded.
- Tift Regional Health System 403(b) Plan (GA) 2,657 · 11 off
- Ici Multiple Employer Plan (IN) 2,656 · 12 off
- Signature Healthcare Retirement Savings Plan (MA) 2,682 · 14 off
- Claro Puerto Rico Employees Savings Plan (PR) 2,650 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.