Other · DOL Form 5500 · 2024

American Association of Colleges and Universities Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
60
Participants Small participant base
75th
Percentile by assets National rank
$438,669
Avg per participant High balance/head
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Official DOL plan name: American Association of Colleges and Universities DC Retirement Plan · Sponsored by American Association of Colleges and Universities · Missouri · Educational Services

$26M in assets, 60 participants

American Association of Colleges and Universities's American Association of Colleges and Universities DC Retirement Plan reported $26M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,156 in Educational Services (3,638 peers)

Where American Association of Colleges and Universities DC Retirement Plan sits by assets

American Association of Colleges and Universities DC Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 60 participants (~$438,669/participant), up 9.3% in 2024.

#2,156
in Educational Services (3,638 peers)
+9.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

American Association of Colleges and Universities DC Retirement Plan's outsized position by total assets

American Association of Colleges and Universities DC Retirement Plan vs every filed plan by assets

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

$26,320,169 Top 25% higher than 75% 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

American Association of Colleges and Universities DC Retirement 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. American Association of Colleges and Universities DC Retirement Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Association of Colleges and Universities DC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • American Association of Colleges and Universities DC Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • American Association of Colleges and Universities DC Retirement Plan reported participants fell from 63 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521945674 · American Association of Colleges and Universities PY 2024 · Other

American Association of Colleges and Universities DC Retirement Plan · $26M · 60 · 75th

  • IND $26M
  • EOY 60
  • 5500 75th
  • ASSETS Other
  • PCT near Jccsf 403(b) Plan
  • EIN ind #2156

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 Missouri →

American Association of Colleges and Universities DC Retirement Plan in the asset neighbourhood

Society for Neuroscience 403(b) Retirement PlanSociety for Neuroscience 403…$26MAmerican Association of Colleges and Universities DC Retirement PlanAmerican Association of Coll…$26MJccsf 403(b) Plan$26MConstructive Partnerships Unlimited 403(b) PlanConstructive Partnerships Un…$26MBonnie Brae Retirement Plan$26M
End-of-year total assets ($M) among American Association of Colleges and Universities DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN521945674
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Association of Colleges and Universities)

Sponsor-wide plan assets over time

All American Association of Colleges and Universities plans reported in each filing year

Latest sponsor-wide plan assets
$26M 24.55122098216525% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.1M $26.3M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 62 $21M
2023 1 63 $24M
2024 1 60 $26M

Nearby Other Plans in Missouri

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

American Association of Colleges and Universities DC Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants American Association of Colleges and Universities DC Retirement Plan, Total assets ($B): 0.026320169 · Participants: 60American Association of Colleges and Universities DC Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 7.483617782 · Participants: 26975Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 1.11706285 · Participants: 9184Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($B): 0.963703766 · Participants: 13001Cox Savings Incentive PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.962438566 · Participants: 4219Saint Louis University 403(b) Annuity PlanUniversity Health 403(b) Plan, Total assets ($B): 0.296716037 · Participants: 4646University Health 403(b) Plan
American Association of Colleges and Universities DC Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants

American Association of Colleges and Universities DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Jccsf 403(b) Plan in CA ($26M); by covered participants it is Knight Foundation Section 403(b) Plan in FL (60 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (60 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 American Association of Colleges and Universities DC Retirement Plan assets move in 2024?
American Association of Colleges and Universities DC Retirement Plan grew at a solid clip - up 9.3% during 2024, from $24M to $26M. Reported net income was $2M.
How have American Association of Colleges and Universities plan assets changed over time?
Across 3 plan years on file (2022-2024), American Association of Colleges and Universities's sponsor-wide assets grew 24.6%, from $21M to $26M.
Where does American Association of Colleges and Universities DC Retirement Plan rank by assets among Form 5500 filers?
American Association of Colleges and Universities DC Retirement Plan ranks in the 75th 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 American Association of Colleges and Universities DC Retirement Plan?
Among Other plans in other states, the closest by assets is Jccsf 403(b) Plan in CA ($26M, 195 participants).
Which Other plans cover a similar participant headcount to American Association of Colleges and Universities DC Retirement Plan?
Among Other plans in other states, the closest by covered participants is Knight Foundation Section 403(b) Plan in FL (60 participants, $22M in assets).