Other · DOL Form 5500 · 2024
Trustees of Columbia University Retirement Plan
Data updated 2026-08-25
- $4.7B
- Total assets Very large vs avg
- 25,394
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $185,448
- Avg per participant Above avg balance/head
Official DOL plan name: Columbia University Voluntary Retirement Savings Plan · Sponsored by Trustees of Columbia University · New York · Educational Services
$4.7B in assets, 25,394 participants
Trustees of Columbia University's Columbia University Voluntary Retirement Savings Plan reported $4.7B in total assets and 25,394 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #3,622 in Educational Services (3,638 peers)
Coverage in New York
Columbia University Voluntary Retirement Savings Plan covers 25,394 participants in New York, 32x the typical New York plan (state average ~798 per filing). Assets: $4.7B.
- #3,622
- in Educational Services (3,638 peers)
- +13.9%
- assets growth YoY
- 47×
- vs typical plan assets (national mean)
Columbia University Voluntary Retirement Savings Plan's outsized position by total assets
Columbia University Voluntary Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,709,268,272 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Columbia University Voluntary Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Columbia University Voluntary Retirement Savings Plan is a mega filing (25,394 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Columbia University Voluntary Retirement Savings Plan end-of-year assets rose from $4.1B in the plan year 2023 filing to $4.7B in the plan year 2024 filing.
- Columbia University Voluntary Retirement Savings Plan reported net income fell from $633M in the plan year 2023 filing to $576M in the plan year 2024 filing.
- Columbia University Voluntary Retirement Savings Plan reported participants rose from 23,835 in the plan year 2023 filing to 25,394 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 135598093 · Trustees of Columbia University PY 2024 · Other
Columbia University Voluntary Retirement Savings Plan · $4.7B · 25,394 · 100th
- PCT $4.7B
- PCT 25,394
- PCT 100th
- PCT Other
- PCT near Vanderbilt University Medical Center Retirement Plan
- PCT ind #3622
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 Voluntary Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4.1B |
|---|---|
| Net Assets (End of Year) | $4.7B |
| Net Income | $576M |
| Employer EIN | 135598093 |
| Plan Effective Date | 2006-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Columbia University)
Sponsor-wide plan assets over time
All Trustees of Columbia University plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.9B 27.120545778062127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 36,618 | $8.5B |
| 2023 | 7 | 56,957 | $12.7B |
| 2024 | 6 | 43,434 | $10.9B |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Scale composition for Columbia University Voluntary Retirement Savings Plan
Columbia University Voluntary Retirement Savings Plan reports $4.7B in end-of-year assets across 25,394 participants (0.038% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.027% of 93,925,755 covered participants) - about $185,448 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $576M.
This plan identity (EIN 135598093, plan #009) has 4 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.5B to $4.7B (+34.5%) while covered participants moved from 16,817 to 25,394 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 16,817 | $3.5B | Open filing |
| 2023 | 15,290 | $3.0B | Open filing |
| 2023 | 23,835 | $4.1B | Open filing |
| 2024 · index core | 25,394 | $4.7B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Retirement Plan for Officers of Columbia University (Other, $5.6B, 14,399 participants)
- Columbia University Defined Contribution Plan for Supporting Staff (Other, $177M, 1,232 participants)
- Columbia University Retirement Plan - Local 241, Transport Workers Union of America (Defined Benefit (Pension), $176M, 969 participants)
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (Other, $117M, 1,139 participants)
Columbia University Voluntary Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Vanderbilt University Medical Center Retirement Plan in TN ($4.7B); by covered participants it is Johns Hopkins University 403(b) Plan in MD (25,833 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.7B here).
- Vanderbilt University Medical Center Retirement Plan (TN) $4.7B · 31,810
- Upmc 403(b) Retirement Savings Plan (PA) $4.7B · 78,872
- University of Southern California Tax-Deferred Annuity Plan (CA) $4.8B · 20,886
- Northwestern University Retirement Plan (IL) $4.4B · 9,328
Similar participant headcount
Nearest other-state filings by covered participants (25,394 participants); asset peers above are excluded.
- Johns Hopkins University 403(b) Plan (MD) 25,833 · 439 off
- Geisinger System Services Tax Sheltered Annuity Program (PA) 24,752 · 642 off
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan (GA) 26,097 · 703 off
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) 26,141 · 747 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.