Other · DOL Form 5500 · 2023
Utica University Retirement Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 1,228
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $115,661
- Avg per participant Below avg balance/head
Official DOL plan name: Utica University Defined Contribution Retirement Plan · Sponsored by Utica University · New York · Educational Services
$142M in assets, 1,228 participants
Utica University's Utica University Defined Contribution Retirement Plan reported $142M in total assets and 1,228 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,308 in Educational Services (3,735 peers)
Where Utica University Defined Contribution Retirement Plan sits by assets
Utica University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $142M for 1,228 participants (~$115,661/participant), up 11.9% in 2023.
- #3,308
- in Educational Services (3,735 peers)
- +11.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Utica University Defined Contribution Retirement Plan's outsized position by total assets
Utica University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$142,031,663 Top 7% higher than 93% 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
Utica 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. Utica University Defined Contribution Retirement Plan lands in the large band (1,228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Utica University Defined Contribution Retirement Plan reported net income rose from $2M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Utica University Defined Contribution Retirement Plan reported participants rose from 636 in the plan year 2022 filing to 1,228 in the plan year 2023 filing.
- Utica University Defined Contribution Retirement Plan end-of-year assets rose from $127M in the plan year 2022 filing to $142M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 161476258 · Utica University PY 2023 · Other
Utica University Defined Contribution Retirement Plan · $142M · 1,228 · 93rd
- PHOTO $142M
- IND 1,228
- EOY 93rd
- 5500 Other
- ASSETS near Licking Memorial Health Systems Tax Deferred 403(b) Plan
- PCT ind #3308
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 →
Utica University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | $15M |
| Employer EIN | 161476258 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Utica University)
Sponsor-wide plan assets over time
All Utica University plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 16.56858381436292% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 636 | $127M |
| 2023 | 1 | 1,228 | $142M |
| 2024 | 1 | 1,130 | $148M |
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
Utica University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Licking Memorial Health Systems Tax Deferred 403(b) Plan in OH ($142M); by covered participants it is Roofers Local 149 Defined Contribution Pension Fund in MI (1,227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Licking Memorial Health Systems Tax Deferred 403(b) Plan (OH) $142M · 2,335
- Mount Nittany Medical Center 403(b) Plan (PA) $142M · 2,410
- Oneblood 403(b) Retirement Plan (FL) $142M · 2,510
- Hebrew Seniorlife Employee Savings Plan (MA) $142M · 2,315
Similar participant headcount
Nearest other-state filings by covered participants (1,228 participants); asset peers above are excluded.
- Roofers Local 149 Defined Contribution Pension Fund (MI) 1,227 · 1 off
- Medcentral Health System Employees' Retirement Plan (OH) 1,230 · 2 off
- Otis R. Bowen Center 403(b) Plan (IN) 1,226 · 2 off
- Coleman World Group, LLC Savings & Protection Plan (AL) 1,230 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.