Money Purchase · DOL Form 5500 · 2024
Excelsior University Money Purchase Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 868
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $73,941
- Avg per participant Below avg balance/head
Official DOL plan name: The Excelsior University Retirement Plan · Sponsored by Excelsior University · New York · Educational Services
$64M in assets, 868 participants
Excelsior University's The Excelsior University Retirement Plan reported $64M in total assets and 868 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,776 in Educational Services (3,638 peers)
Where The Excelsior University Retirement Plan sits by assets
The Excelsior University Retirement Plan sits in the top quartile of all filed plans by assets, $64M for 868 participants (~$73,941/participant), up 8.2% in 2024.
- #2,776
- in Educational Services (3,638 peers)
- +8.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Excelsior University Retirement Plan's outsized position by total assets
The Excelsior University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,181,082 Top 13% higher than 87% 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
The Excelsior University 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. The Excelsior University Retirement Plan sits mid-pack in the medium band (868 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Excelsior University Retirement Plan reported participants rose from 643 in the plan year 2023 filing to 868 in the plan year 2024 filing.
- The Excelsior University Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Excelsior University Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $64M in the plan year 2024 filing.
DOL schedule card
Filing strip 161532850 · Excelsior University PY 2024 · Money Purchase
The Excelsior University Retirement Plan · $64M · 868 · 87th
- PCT $64M
- EIN 868
- RANK 87th
- PHOTO Money Purchase
- IND near National Democratic Institute for International Affairs Money Purchase Pension Plan
- EOY ind #2776
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 →
The Excelsior University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $5M |
| Employer EIN | 161532850 |
| Plan Effective Date | 1998-04-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Excelsior University)
Sponsor-wide plan assets over time
All Excelsior University plans reported in each filing year
- Latest sponsor-wide plan assets
- $105M 24.060240761067842% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,288 | $84M |
| 2023 | 2 | 1,189 | $94M |
| 2024 | 2 | 1,806 | $105M |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Tiaa Retirement Plan $5.9B · 11,906
- Young Men's Christian Association Retirement Fund Retirement Plan $3.9B · 47,199
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $2.2B · 15,274
- Brookhaven Science Associates, LLC Retirement Plan $1.5B · 2,624
- Iron Workers Locals 40, 361 & 417 Annuity Fund $1.2B · 2,357
The Excelsior University Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside New York, the nearest Money Purchase by assets is National Democratic Institute for International Affairs Money Purchase Pension Plan in DC ($64M); by covered participants it is Children's University Medical Group Pension Plan in WA (874 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- National Democratic Institute for International Affairs Money Purchase Pension Plan (DC) $64M · 309
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund (NJ) $64M · 1,175
- Operating Engineers Local No. 147 Annuity Fund (VA) $65M · 2,421
- The Cleveland Glass & Glazing Industry Defined Contribution Plan (OH) $65M · 1,256
Similar participant headcount
Nearest other-state filings by covered participants (868 participants); asset peers above are excluded.
- Children's University Medical Group Pension Plan (WA) 874 · 6 off
- Redwood Empire Electrical Workers Individually Allocated Pension Plan (CA) 874 · 6 off
- Calportland Money Purchase Pension Plan for Hourly Employees (CA) 878 · 10 off
- Coleman Professional Services Employees Pension Plan (OH) 879 · 11 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.