Other · DOL Form 5500 · 2024

Houghton University Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
145
Participants Small participant base
86th
Percentile by assets National rank
$396,638
Avg per participant High balance/head
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Official DOL plan name: Houghton University Defined Contribution Plan · Sponsored by Houghton University · New York · Educational Services

$58M in assets, 145 participants

Houghton University's Houghton University Defined Contribution Plan reported $58M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,704 in Educational Services (3,638 peers)

Coverage in New York

Houghton University Defined Contribution Plan covers 145 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $58M.

#2,704
in Educational Services (3,638 peers)
+5.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Houghton University Defined Contribution Plan's outsized position by total assets

Houghton University Defined Contribution Plan vs every filed plan by assets

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

$57,512,445 Top 14% higher than 86% 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

Houghton University Defined Contribution 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. Houghton University Defined Contribution Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Houghton University Defined Contribution Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Houghton University Defined Contribution Plan end-of-year assets rose from $55M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • Houghton University Defined Contribution Plan reported participants fell from 148 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 160743045 · Houghton University PY 2024 · Other

Houghton University Defined Contribution Plan · $58M · 145 · 86th

  • BOY $58M
  • SCH 145
  • EBSA 86th
  • PART Other
  • TYPE near Greater Lawrence Family Health Center 403(b) Plan
  • NET ind #2704

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 →

Houghton University Defined Contribution Plan in the asset neighbourhood

Cherokee Health Systems, Inc. Tax Deferred Retirement PlanCherokee Health Systems, Inc…$58MGreater Lawrence Family Health Center 403(b) PlanGreater Lawrence Family Heal…$58MSpeare Memorial Hospital 403(b) PlanSpeare Memorial Hospital 403…$58MAgnes Irwin School Defined Contribution Retirement PlanAgnes Irwin School Defined C…$58MHoughton University Defined Contribution PlanHoughton University Defined …$58M
End-of-year total assets ($M) among Houghton University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$58M
Net Income$3M
Employer EIN160743045
Plan Effective Date1939-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houghton University)

Sponsor-wide plan assets over time

All Houghton University plans reported in each filing year

Latest sponsor-wide plan assets
$58M 12.322414942921606% vs 2022
2024 filing year
$50M$52M$54M$56M$58M$60M 202220232024 $51.2M $57.5M ▲ +12.3%
Year Plans Participants Total Assets
2022 1 166 $51M
2023 1 148 $55M
2024 1 145 $58M

Nearby Other Plans in New York

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

Houghton University Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Houghton University Defined Contribution Plan, Total assets ($B): 0.057512445 · Participants: 145Houghton University Defined Contribution 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
Houghton University Defined Contribution Plan vs. nearby Other plans in New York, assets vs. participants
Compare Houghton University Defined Contribution Plan side-by-side with 3 peers →

Houghton University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Greater Lawrence Family Health Center 403(b) Plan in MA ($58M); by covered participants it is Carmel Valley Manor 403(b)(7) Plan in CA (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Houghton University Defined Contribution Plan assets move in 2024? ▼
Houghton University Defined Contribution Plan grew at a solid clip - up 5.5% during 2024, from $55M to $58M. Reported net income was $3M.
How have Houghton University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houghton University's sponsor-wide assets grew 12.3%, from $51M to $58M.
Where does Houghton University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Houghton University Defined Contribution Plan ranks in the 86th 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 Houghton University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Greater Lawrence Family Health Center 403(b) Plan in MA ($58M, 739 participants).
Which Other plans cover a similar participant headcount to Houghton University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Carmel Valley Manor 403(b)(7) Plan in CA (145 participants, $8M 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 160743045.

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.