Other · DOL Form 5500 · 2023

Daemen University Retirement Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
363
Participants Below avg headcount
91st
Percentile by assets National rank
$270,598
Avg per participant High balance/head
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Official DOL plan name: Daemen University Retirement Plan · Sponsored by Daemen University · New York · Educational Services

$98M in assets, 363 participants

Daemen University's Daemen University Retirement Plan reported $98M in total assets and 363 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,159 in Educational Services (3,735 peers)

Coverage in New York

Daemen University Retirement Plan covers 363 participants in New York, about 46% of the average New York filer (state average ~798 per filing). Assets: $98M.

#3,159
in Educational Services (3,735 peers)
+11.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Daemen University Retirement Plan's outsized position by total assets

Daemen University Retirement Plan vs every filed plan by assets

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

$98,227,134 Top 9% higher than 91% 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

Daemen University Retirement Plan 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. Daemen University Retirement Plan sits mid-pack in the medium band (363 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Daemen University Retirement Plan reported net income rose from $5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Daemen University Retirement Plan end-of-year assets rose from $88M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Daemen University Retirement Plan reported participants rose from 349 in the plan year 2022 filing to 363 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160759798 · Daemen University PY 2023 · Other

Daemen University Retirement Plan · $98M · 363 · 91st

  • RANK $98M
  • RANK 363
  • RANK 91st
  • RANK Other
  • RANK near Retirement Plus of Memorial Health System Hospitals
  • RANK ind #3159

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 →

Daemen University Retirement Plan in the asset neighbourhood

Menlo School Defined Contribution Retirement PlanMenlo School Defined Contrib…$98MDaemen University Retirement PlanDaemen University Retirement…$98MRetirement Plus of Memorial Health System HospitalsRetirement Plus of Memorial …$98MSouthwestern Law School DC Retirement PlanSouthwestern Law School DC R…$98MFoundation Physicians Medical Group, Inc. 401(k) PlanFoundation Physicians Medica…$98M
End-of-year total assets ($M) among Daemen University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$98M
Net Income$10M
Employer EIN160759798
Plan Effective Date1956-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Daemen University)

Sponsor-wide plan assets over time

All Daemen University plans reported in each filing year

Latest sponsor-wide plan assets
$103M 16.77910961488765% vs 2022
2024 filing year
$85M$90M$95M$100M$105M 202220232024 $88M $103M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 349 $88M
2023 1 363 $98M
2024 1 361 $103M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Daemen University Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Daemen University Retirement Plan, Total assets ($B): 0.098227134 · Participants: 363Daemen University Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Daemen University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Daemen University Retirement Plan side-by-side with 3 peers →

Daemen University Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Retirement Plus of Memorial Health System Hospitals in OH ($98M); by covered participants it is Hacienda, Inc. Retirement Plan in AZ (363 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (363 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 Daemen University Retirement Plan assets move in 2023? ▼
Daemen University Retirement Plan grew at a solid clip - up 11.6% during 2023, from $88M to $98M. Reported net income was $10M.
How have Daemen University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daemen University's sponsor-wide assets grew 16.8%, from $88M to $103M.
Where does Daemen University Retirement Plan rank by assets among Form 5500 filers? ▼
Daemen University Retirement Plan ranks in the 91st 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 Other plans are similar in size to Daemen University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plus of Memorial Health System Hospitals in OH ($98M, 2,833 participants).
Which Other plans cover a similar participant headcount to Daemen University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hacienda, Inc. Retirement Plan in AZ (363 participants, $12M 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 160759798.

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.