Other · DOL Form 5500 · 2024

American Association of State Colleges and Universities Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
47
Participants Small participant base
75th
Percentile by assets National rank
$551,148
Avg per participant High balance/head
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Official DOL plan name: American Association of State Colleges and Universities DC Plan · Sponsored by American Association of State Colleges and Universities · District of Columbia · Other Services

$26M in assets, 47 participants

American Association of State Colleges and Universities's American Association of State Colleges and Universities DC Plan reported $26M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,708 in Other Services (7,719 peers)

Where American Association of State Colleges and Universities DC Plan sits by assets

American Association of State Colleges and Universities DC Plan sits in the top quartile of all filed plans by assets, $26M for 47 participants (~$551,148/participant), up 10.6% in 2024.

#6,708
in Other Services (7,719 peers)
+10.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

American Association of State Colleges and Universities DC Plan's outsized position by total assets

American Association of State Colleges and Universities DC Plan vs every filed plan by assets

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

$25,903,943 Top 25% higher than 75% 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

American Association of State Colleges and Universities DC Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Association of State Colleges and Universities DC Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Association of State Colleges and Universities DC Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • American Association of State Colleges and Universities DC Plan reported participants rose from 42 in the plan year 2023 filing to 47 in the plan year 2024 filing.
  • American Association of State Colleges and Universities DC Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 520747578 · American Association of State Colleges and Universities PY 2024 · Other

American Association of State Colleges and Universities DC Plan · $26M · 47 · 75th

  • TYPE $26M
  • TYPE 47
  • TYPE 75th
  • TYPE Other
  • TYPE near Morselife Tax Deferred Annuity Plan
  • TYPE ind #6708

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 Other Services retirement plans → · Plans in District of Columbia →

American Association of State Colleges and Universities DC Plan in the asset neighbourhood

The Stony Brook School 403(b) Defined Contribution PlanThe Stony Brook School 403(b…$26MTcwglobal 401(k) Plan$26MHumboldt Park Health 403(b) PlanHumboldt Park Health 403(b) …$26MAmerican Association of State Colleges and Universities DC PlanAmerican Association of Stat…$26MMorselife Tax Deferred Annuity PlanMorselife Tax Deferred Annui…$26M
End-of-year total assets ($M) among American Association of State Colleges and Universities DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN520747578
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Association of State Colleges and Universities)

Sponsor-wide plan assets over time

All American Association of State Colleges and Universities plans reported in each filing year

Latest sponsor-wide plan assets
$26M 26.653836320580616% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $25.9M ▲ +26.7%
Year Plans Participants Total Assets
2022 1 40 $20M
2023 1 42 $23M
2024 1 47 $26M

Nearby Other Plans in District of Columbia

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

American Association of State Colleges and Universities DC Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants American Association of State Colleges and Universities DC Plan, Total assets ($B): 0.025903943 · Participants: 47American Association of State Colleges and Universities DC PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.75808979 · Participants: 450729Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.450782108 · Participants: 4882Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.352129486 · Participants: 5480American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.199524542 · Participants: 6543Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.979239156 · Participants: 14512Georgetown University Voluntary Contribution Retirement Plan
American Association of State Colleges and Universities DC Plan vs. nearby Other plans in District of Columbia, assets vs. participants

American Association of State Colleges and Universities DC Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Morselife Tax Deferred Annuity Plan in FL ($26M); by covered participants it is New Haven Legal Assistance Tax Sheltered Annuity Plan in CT (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (47 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 American Association of State Colleges and Universities DC Plan assets move in 2024? ▼
American Association of State Colleges and Universities DC Plan grew at a solid clip - up 10.6% during 2024, from $23M to $26M. Reported net income was $2M.
How have American Association of State Colleges and Universities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Association of State Colleges and Universities's sponsor-wide assets grew 26.7%, from $20M to $26M.
Where does American Association of State Colleges and Universities DC Plan rank by assets among Form 5500 filers? ▼
American Association of State Colleges and Universities DC Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to American Association of State Colleges and Universities DC Plan? ▼
Among Other plans in other states, the closest by assets is Morselife Tax Deferred Annuity Plan in FL ($26M, 1,270 participants).
Which Other plans cover a similar participant headcount to American Association of State Colleges and Universities DC Plan? ▼
Among Other plans in other states, the closest by covered participants is New Haven Legal Assistance Tax Sheltered Annuity Plan in CT (47 participants, $7M in assets).