Other · DOL Form 5500 · 2024

College Board Retirement Plan

Data updated 2026-08-25

$549M
Total assets Above avg plan size
1,876
Participants Near avg headcount
97th
Percentile by assets National rank
$292,691
Avg per participant High balance/head
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Official DOL plan name: College Entrance Examination Board Tax-Deferred Annuity Plan · Sponsored by College Board · New York · Educational Services

$549M in assets, 1,876 participants

College Board's College Entrance Examination Board Tax-Deferred Annuity Plan reported $549M in total assets and 1,876 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,498 in Educational Services (3,638 peers)

Coverage in New York

College Entrance Examination Board Tax-Deferred Annuity Plan covers 1,876 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $549M.

#3,498
in Educational Services (3,638 peers)
+17.5%
assets growth YoY
5.5×
vs typical plan assets (national mean)

College Entrance Examination Board Tax-Deferred Annuity Plan's outsized position by total assets

College Entrance Examination Board Tax-Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$549,089,207 Top 3% higher than 97% of 123,620 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 2024

College Entrance Examination Board Tax-Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. College Entrance Examination Board Tax-Deferred Annuity Plan lands in the large band (1,876 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • College Entrance Examination Board Tax-Deferred Annuity Plan end-of-year assets rose from $467M in the plan year 2023 filing to $549M in the plan year 2024 filing.
  • College Entrance Examination Board Tax-Deferred Annuity Plan reported participants rose from 1,753 in the plan year 2023 filing to 1,876 in the plan year 2024 filing.
  • College Entrance Examination Board Tax-Deferred Annuity Plan reported net income fell from $83M in the plan year 2023 filing to $82M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131623965 · College Board PY 2024 · Other

College Entrance Examination Board Tax-Deferred Annuity Plan · $549M · 1,876 · 97th

  • PART $549M
  • PART 1,876
  • PART 97th
  • PART Other
  • PART near Electrical Workers Local 369 Retirement Fund
  • PART ind #3498

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 →

College Entrance Examination Board Tax-Deferred Annuity Plan in the asset neighbourhood

Saint Joseph's University Retirement PlanSaint Joseph's University Re…$553MPediatric Faculty Foundation Defined Contribution PlanPediatric Faculty Foundation…$553MCollege Entrance Examination Board Tax-Deferred Annuity PlanCollege Entrance Examination…$549MElectrical Workers Local 369 Retirement FundElectrical Workers Local 369…$549MCook Children's Health Care System Retirement PlanCook Children's Health Care …$547M
End-of-year total assets ($M) among College Entrance Examination Board Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$467M
Net Assets (End of Year)$549M
Net Income$82M
Employer EIN131623965
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (College Board)

Sponsor-wide plan assets over time

All College Board plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 33.6481713357233% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B$1.2B 202220232024 $0.87B $1.16B ▲ +33.3%
Year Plans Participants Total Assets
2022 3 2,332 $870M
2023 3 2,648 $1.0B
2024 3 2,723 $1.2B

Nearby Other Plans in New York

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

College Entrance Examination Board Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 051015 Total assets ($B) Participants College Entrance Examination Board Tax-Deferred Annuity Plan, Total assets ($B): 0.549089207 · Participants: 1876College Entrance Examination Board Tax-Deferred Annuity PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
College Entrance Examination Board Tax-Deferred Annuity Plan vs. nearby Other plans in New York, assets vs. participants

College Entrance Examination Board Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Electrical Workers Local 369 Retirement Fund in KY ($549M); by covered participants it is The Kendal Corporation 403(b) Plan in DE (1,872 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,876 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did College Entrance Examination Board Tax-Deferred Annuity Plan assets move in 2024?
College Entrance Examination Board Tax-Deferred Annuity Plan grew sharply - up 17.5% during 2024, from $467M to $549M. Reported net income was $82M.
How have College Board plan assets changed over time?
Across 3 plan years on file (2022-2024), College Board's sponsor-wide assets grew 33.6%, from $870M to $1.2B.
Where does College Entrance Examination Board Tax-Deferred Annuity Plan rank by assets among Form 5500 filers?
College Entrance Examination Board Tax-Deferred Annuity Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to College Entrance Examination Board Tax-Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is Electrical Workers Local 369 Retirement Fund in KY ($549M, 3,633 participants).
Which Other plans cover a similar participant headcount to College Entrance Examination Board Tax-Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is The Kendal Corporation 403(b) Plan in DE (1,872 participants, $73M in assets).