Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Columbia University C/O Benefits Department Pension Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
945
Participants Near avg headcount
94th
Percentile by assets National rank
$175,636
Avg per participant Above avg balance/head
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Official DOL plan name: Columbia University Retirement Plan - Local 241, Transport Workers Union of America · Sponsored by Trustees of Columbia University C/O Benefits Department · New York · Educational Services

$166M in assets, 945 participants

Trustees of Columbia University C/O Benefits Department's Columbia University Retirement Plan - Local 241, Transport Workers Union of America reported $166M in total assets and 945 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,358 in Educational Services (3,735 peers)

Where Columbia University Retirement Plan - Local 241, Transport Workers Union of America sits by assets

Columbia University Retirement Plan - Local 241, Transport Workers Union of America sits in the top 10% of all filed plans by assets, $166M for 945 participants (~$175,636/participant), up 2.9% in 2023.

#3,358
in Educational Services (3,735 peers)
+2.9%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Columbia University Retirement Plan - Local 241, Transport Workers Union of America's outsized position by total assets

Columbia University Retirement Plan - Local 241, Transport Workers Union of America vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$165,975,820 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Columbia University Retirement Plan - Local 241, Transport Workers Union of America among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Columbia University Retirement Plan - Local 241, Transport Workers Union of America sits mid-pack in the medium band (945 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Columbia University Retirement Plan - Local 241, Transport Workers Union of America reported net income fell from $7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Columbia University Retirement Plan - Local 241, Transport Workers Union of America reported participants rose from 913 in the plan year 2022 filing to 945 in the plan year 2023 filing.
  • Columbia University Retirement Plan - Local 241, Transport Workers Union of America end-of-year assets rose from $161M in the plan year 2022 filing to $166M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 135598093 · Trustees of Columbia University C/O Benefits Department PY 2023 · Defined Benefit (Pension)

Columbia University Retirement Plan - Local 241, Transport Workers Union of America · $166M · 945 · 94th

  • IND $166M
  • IND 945
  • IND 94th
  • IND Defined Benefit (Pension)
  • IND near Plan for Retirement Allowances for Represented Employees
  • IND ind #3358

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 →

Columbia University Retirement Plan - Local 241, Transport Workers Union of America in the asset neighbourhood

Iron Workers District Council of Tn Valley & Vicinity Pension PlanIron Workers District Counci…$167MMorrison & Foerster LLP Cash Balance Retirement PlanMorrison & Foerster LLP Cash…$166MColumbia University Retirement Plan - Local 241, Transport Workers Union of AmericaColumbia University Retireme…$166MPlan for Retirement Allowances for Represented EmployeesPlan for Retirement Allowanc…$166MRicoh Family Group Pension Equity PlanRicoh Family Group Pension E…$166M
End-of-year total assets ($M) among Columbia University Retirement Plan - Local 241, Transport Workers Union of America and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$161M
Net Assets (End of Year)$165M
Net Income$5M
Employer EIN135598093
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Columbia University C/O Benefits Department)

Sponsor-wide plan assets over time

All Trustees of Columbia University C/O Benefits Department plans reported in each filing year

Latest sponsor-wide plan assets
$10.9B 27.120545778062127% vs 2022
2024 filing year
$8B$10B$12B$14B 202220232024 $8.55B $10.9B ▲ +27.1%
Year Plans Participants Total Assets
2022 8 36,618 $8.5B
2023 7 56,957 $12.7B
2024 6 43,434 $10.9B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Columbia University Retirement Plan - Local 241, Transport Workers Union of America vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Columbia University Retirement Plan - Local 241, Transport Workers Union of America, Total assets ($B): 0.16597582 · Participants: 945Columbia University Retirement Plan - Local 241, Transport Workers Union of AmericaIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Columbia University Retirement Plan - Local 241, Transport Workers Union of America vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Columbia University Retirement Plan - Local 241, Transport Workers Union of America side-by-side with 3 peers →

Columbia University Retirement Plan - Local 241, Transport Workers Union of America's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Plan for Retirement Allowances for Represented Employees in NJ ($166M); by covered participants it is Connecticut Plumbers & Pipefitters Pension Plan in CT (946 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (945 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Columbia University Retirement Plan - Local 241, Transport Workers Union of America assets move in 2023? ▼
Columbia University Retirement Plan - Local 241, Transport Workers Union of America edged up modestly - up 2.9% during 2023, from $161M to $166M. Reported net income was $5M.
How have Trustees of Columbia University C/O Benefits Department plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Columbia University C/O Benefits Department's sponsor-wide assets grew 27.1%, from $8.5B to $10.9B.
Where does Columbia University Retirement Plan - Local 241, Transport Workers Union of America rank by assets among Form 5500 filers? ▼
Columbia University Retirement Plan - Local 241, Transport Workers Union of America ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Columbia University Retirement Plan - Local 241, Transport Workers Union of America? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plan for Retirement Allowances for Represented Employees in NJ ($166M, 272 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Columbia University Retirement Plan - Local 241, Transport Workers Union of America? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Connecticut Plumbers & Pipefitters Pension Plan in CT (946 participants, $292M in assets).

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 135598093.

Read our methodology - how this data is sourced, computed, and verified.

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