Other · DOL Form 5500 · 2024

Albertus Magnus College Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
147
Participants Small participant base
84th
Percentile by assets National rank
$327,248
Avg per participant High balance/head
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Official DOL plan name: Albertus Magnus College DC Retirement Plan · Sponsored by Albertus Magnus College · Connecticut · Educational Services

$48M in assets, 147 participants

Albertus Magnus College's Albertus Magnus College DC Retirement Plan reported $48M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,596 in Educational Services (3,638 peers)

Coverage in Connecticut

Albertus Magnus College DC Retirement Plan covers 147 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $48M.

#2,596
in Educational Services (3,638 peers)
+9.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Albertus Magnus College DC Retirement Plan's outsized position by total assets

Albertus Magnus College DC Retirement Plan vs every filed plan by assets

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

$48,105,418 Top 16% higher than 84% 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

Albertus Magnus College DC Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Albertus Magnus College DC Retirement Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Albertus Magnus College DC Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Albertus Magnus College DC Retirement Plan end-of-year assets rose from $44M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Albertus Magnus College DC Retirement Plan reported participants fell from 154 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060646520 · Albertus Magnus College PY 2024 · Other

Albertus Magnus College DC Retirement Plan · $48M · 147 · 84th

  • RANK $48M
  • PHOTO 147
  • IND 84th
  • EOY Other
  • 5500 near Association of Delaware Valley Independent Schools Multiple Employer Plan
  • ASSETS ind #2596

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 Connecticut →

Albertus Magnus College DC Retirement Plan in the asset neighbourhood

Albertus Magnus College DC Retirement PlanAlbertus Magnus College DC R…$48MAssociation of Delaware Valley Independent Schools Multiple Employer PlanAssociation of Delaware Vall…$48MEducause DC Plan$48MWestridge School Defined Contribution Retirement PlanWestridge School Defined Con…$48MTiegerman School Employees Retirement PlanTiegerman School Employees R…$48M
End-of-year total assets ($M) among Albertus Magnus College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$48M
Net Income$4M
Employer EIN060646520
Plan Effective Date1959-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Albertus Magnus College)

Sponsor-wide plan assets over time

All Albertus Magnus College plans reported in each filing year

Latest sponsor-wide plan assets
$48M 17.542753499068684% vs 2022
2024 filing year
$40M$45M$50M 202220232024 $40.9M $48.1M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 155 $41M
2023 1 154 $44M
2024 1 147 $48M

Nearby Other Plans in Connecticut

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

Albertus Magnus College DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246810 Total assets ($B) Participants Albertus Magnus College DC Retirement Plan, Total assets ($B): 0.048105418 · Participants: 147Albertus Magnus College DC Retirement PlanYale University Retirement Account Plan, Total assets ($B): 8.343162149 · Participants: 13197Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 2.311493523 · Participants: 22447Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.873939522 · Participants: 20269Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.746080453 · Participants: 2323Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Wesleyan University Retirement Plan, Total assets ($B): 0.688145628 · Participants: 1714Wesleyan University Retirement Plan
Albertus Magnus College DC Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Albertus Magnus College DC Retirement Plan side-by-side with 3 peers →

Albertus Magnus College DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Association of Delaware Valley Independent Schools Multiple Employer Plan in PA ($48M); by covered participants it is Lawrence Academy Retirement Plan in MA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Albertus Magnus College DC Retirement Plan assets move in 2024? ▼
Albertus Magnus College DC Retirement Plan grew at a solid clip - up 9.7% during 2024, from $44M to $48M. Reported net income was $4M.
How have Albertus Magnus College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albertus Magnus College's sponsor-wide assets grew 17.5%, from $41M to $48M.
Where does Albertus Magnus College DC Retirement Plan rank by assets among Form 5500 filers? ▼
Albertus Magnus College DC Retirement Plan ranks in the 84th 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 Albertus Magnus College DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Association of Delaware Valley Independent Schools Multiple Employer Plan in PA ($48M, 313 participants).
Which Other plans cover a similar participant headcount to Albertus Magnus College DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lawrence Academy Retirement Plan in MA (147 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060646520.

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.