Other · DOL Form 5500 · 2024
Trustees of Columbia University Retirement Plan
Data updated 2026-08-25
- $5.6B
- Total assets Very large vs avg
- 14,399
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $391,935
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Officers of Columbia University · Sponsored by Trustees of Columbia University · New York · Educational Services
$5.6B in assets, 14,399 participants
Trustees of Columbia University's Retirement Plan for Officers of Columbia University reported $5.6B in total assets and 14,399 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.
- #3,629 in Educational Services (3,638 peers)
Coverage in New York
Retirement Plan for Officers of Columbia University covers 14,399 participants in New York, 18x the typical New York plan (state average ~798 per filing). Assets: $5.6B.
- #3,629
- in Educational Services (3,638 peers)
- +12.3%
- assets growth YoY
- 57×
- vs typical plan assets (national mean)
Retirement Plan for Officers of Columbia University's outsized position by total assets
Retirement Plan for Officers of Columbia University vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,643,469,898 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
Retirement Plan for Officers of Columbia University'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. Retirement Plan for Officers of Columbia University is a mega filing (14,399 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Officers of Columbia University end-of-year assets rose from $5.0B in the plan year 2023 filing to $5.6B in the plan year 2024 filing.
- Retirement Plan for Officers of Columbia University reported net income fell from $674M in the plan year 2023 filing to $617M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 135598093 · Trustees of Columbia University PY 2024 · Other
Retirement Plan for Officers of Columbia University · $5.6B · 14,399 · 100th
- SCH $5.6B
- SCH 14,399
- SCH 100th
- SCH Other
- SCH near Caltech Base Retirement Plan
- SCH ind #3629
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 →
Retirement Plan for Officers of Columbia University in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $5.0B |
|---|---|
| Net Assets (End of Year) | $5.6B |
| Net Income | $617M |
| Employer EIN | 135598093 |
| Plan Effective Date | 1976-01-01 |
| 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
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $5.4B · 10,678
Scale composition for Retirement Plan for Officers of Columbia University
Retirement Plan for Officers of Columbia University reports $5.6B in end-of-year assets across 14,399 participants (0.046% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $391,935 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2024 was $617M.
This plan identity (EIN 135598093, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.4B to $5.6B (+29.7%) while covered participants moved from 14,287 to 14,399 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,287 | $4.4B | Open filing |
| 2023 | 14,407 | $5.0B | Open filing |
| 2024 · index core | 14,399 | $5.6B | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Columbia University Voluntary Retirement Savings Plan (Other, $4.7B, 25,394 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)
Retirement Plan for Officers of Columbia University's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Caltech Base Retirement Plan in CA ($5.2B); by covered participants it is Henry Ford Health System Heritage 403(b) Plan in MI (14,465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5.6B here).
- Caltech Base Retirement Plan (CA) $5.2B · 10,970
- Fca US LLC UAW Savings Plan (MI) $5.2B · 44,591
- The Mitre Corporation Tax Sheltered Annuity Plan (VA) $5.1B · 12,379
- Fca US LLC Salaried Employees' Savings Plan (MI) $5.1B · 15,683
Similar participant headcount
Nearest other-state filings by covered participants (14,399 participants); asset peers above are excluded.
- Henry Ford Health System Heritage 403(b) Plan (MI) 14,465 · 66 off
- Georgetown University Voluntary Contribution Retirement Plan (DC) 14,512 · 113 off
- Legacy Health 403(b) Plan (OR) 14,590 · 191 off
- Christiana Care 403(b) Plan (DE) 14,166 · 233 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.