Other · DOL Form 5500 · 2024

EDUCAUSE Retirement Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
89
Participants Small participant base
84th
Percentile by assets National rank
$539,650
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Educause DC Plan · Sponsored by EDUCAUSE · Colorado · Other Services

$48M in assets, 89 participants

EDUCAUSE's Educause DC Plan reported $48M in total assets and 89 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.

  • #7,146 in Other Services (7,719 peers)

Where Educause DC Plan sits by assets

Educause DC Plan sits in the top quartile of all filed plans by assets, $48M for 89 participants (~$539,650/participant), up 9.6% in 2024.

#7,146
in Other Services (7,719 peers)
+9.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Educause DC Plan's outsized position by total assets

Educause DC Plan vs every filed plan by assets

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

$48,028,844 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

Educause 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. Educause DC Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Educause DC Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Educause DC Plan end-of-year assets rose from $44M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Educause DC Plan reported participants rose from 82 in the plan year 2023 filing to 89 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 841455437 · EDUCAUSE PY 2024 · Other

Educause DC Plan · $48M · 89 · 84th

  • PART $48M
  • TYPE 89
  • NET 84th
  • BOOK Other
  • VS-ST near Westridge School Defined Contribution Retirement Plan
  • BOY ind #7146

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 Colorado →

Educause DC Plan in the asset neighbourhood

Association 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…$48MInternational Research and Exchanges Board Inc. DC PlanInternational Research and E…$48M
End-of-year total assets ($M) among Educause DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$48M
Net Income$4M
Employer EIN841455437
Plan Effective Date1971-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (EDUCAUSE)

Sponsor-wide plan assets over time

All EDUCAUSE plans reported in each filing year

Latest sponsor-wide plan assets
$48M 27.27656495841576% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37.7M $48M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 75 $38M
2023 1 82 $44M
2024 1 89 $48M

Nearby Other Plans in Colorado

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

Educause DC Plan vs. nearby Other plans in Colorado, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.5 Total assets ($B) Participants Educause DC Plan, Total assets ($B): 0.048028844 · Participants: 89Educause DC PlanUcar Retirement Plan, Total assets ($B): 1.230562754 · Participants: 1662Ucar Retirement PlanChildren's Hospital Colorado 403(b) Plan, Total assets ($B): 1.02857285 · Participants: 9224Children's Hospital Colorado 403(b) PlanUniversity of Denver Retirement Plan, Total assets ($B): 0.908770068 · Participants: 7356University of Denver Retirement PlanNrel 403(b) Employee Savings Plan, Total assets ($B): 0.625099305 · Participants: 3207Nrel 403(b) Employee Savings PlanColorado College Retirement Benefit Plan, Total assets ($B): 0.381542052 · Participants: 717Colorado College Retirement Benefit Plan
Educause DC Plan vs. nearby Other plans in Colorado, assets vs. participants
Compare Educause DC Plan side-by-side with 3 peers →

Educause DC Plan's out-of-state Other peers by assets and headcount

Outside Colorado, the nearest Other by assets is Westridge School Defined Contribution Retirement Plan in CA ($48M); by covered participants it is Hillbrook School Defined Contribution Retirement Plan in CA (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Educause DC Plan assets move in 2024? ▼
Educause DC Plan grew at a solid clip - up 9.6% during 2024, from $44M to $48M. Reported net income was $4M.
How have EDUCAUSE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), EDUCAUSE's sponsor-wide assets grew 27.3%, from $38M to $48M.
Where does Educause DC Plan rank by assets among Form 5500 filers? ▼
Educause DC 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 Educause DC Plan? ▼
Among Other plans in other states, the closest by assets is Westridge School Defined Contribution Retirement Plan in CA ($48M, 144 participants).
Which Other plans cover a similar participant headcount to Educause DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Hillbrook School Defined Contribution Retirement Plan in CA (89 participants, $20M 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 841455437.

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.