Other · DOL Form 5500 · 2024
Colgate University Retirement Plan
Data updated 2026-08-25
- $568M
- Total assets Above avg plan size
- 1,054
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $538,691
- Avg per participant High balance/head
Official DOL plan name: Colgate University Defined Contribution Retirement · Sponsored by Colgate University · New York · Educational Services
$568M in assets, 1,054 participants
Colgate University's Colgate University Defined Contribution Retirement reported $568M in total assets and 1,054 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,506 in Educational Services (3,638 peers)
Where Colgate University Defined Contribution Retirement sits by assets
Colgate University Defined Contribution Retirement sits in the top 5% of all filed plans by assets, $568M for 1,054 participants (~$538,691/participant), up 8.9% in 2024.
- #3,506
- in Educational Services (3,638 peers)
- +8.9%
- assets growth YoY
- 5.7×
- vs typical plan assets (national mean)
Colgate University Defined Contribution Retirement's outsized position by total assets
Colgate University Defined Contribution Retirement vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$567,779,995 Top 3% higher than 97% 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
Colgate University Defined Contribution Retirement's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Colgate University Defined Contribution Retirement lands in the large band (1,054 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Colgate University Defined Contribution Retirement end-of-year assets rose from $522M in the plan year 2023 filing to $568M in the plan year 2024 filing.
- Colgate University Defined Contribution Retirement reported net income fell from $49M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Colgate University Defined Contribution Retirement reported participants rose from 997 in the plan year 2023 filing to 1,054 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 150532078 · Colgate University PY 2024 · Other
Colgate University Defined Contribution Retirement · $568M · 1,054 · 97th
- RANK $568M
- PHOTO 1,054
- IND 97th
- EOY Other
- 5500 near Employee Retirement Savings Plan - Premier Health Partners
- ASSETS ind #3506
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 →
Colgate University Defined Contribution Retirement in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $522M |
|---|---|
| Net Assets (End of Year) | $568M |
| Net Income | $46M |
| Employer EIN | 150532078 |
| Plan Effective Date | 1924-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Colgate University)
Sponsor-wide plan assets over time
All Colgate University plans reported in each filing year
- Latest sponsor-wide plan assets
- $568M 20.267403850347687% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,047 | $472M |
| 2023 | 1 | 997 | $522M |
| 2024 | 1 | 1,054 | $568M |
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
Colgate University Defined Contribution Retirement's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Employee Retirement Savings Plan - Premier Health Partners in OH ($571M); by covered participants it is Baruch 403(b) Plan in MI (1,054 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($568M here).
- Employee Retirement Savings Plan - Premier Health Partners (OH) $571M · 12,398
- Navicent Health 403(b) Retirement Savings Plan (GA) $575M · 6,344
- Mercer University Defined Contribution Retirement Plan (GA) $559M · 1,916
- Saint Joseph's University Retirement Plan (PA) $553M · 2,028
Similar participant headcount
Nearest other-state filings by covered participants (1,054 participants); asset peers above are excluded.
- Baruch 403(b) Plan (MI) 1,054 · 0 off
- 403(b) Thrift Plan of Alpha Supported Living Services (WA) 1,054 · 0 off
- Rollins College Retirement Plan (FL) 1,055 · 1 off
- Special Education Services 403(b) Retirement Plan (IL) 1,051 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.