Money Purchase · DOL Form 5500 · 2024
Excelsior University Money Purchase Plan
Data updated 2026-08-11
- $64M
- Total assets
- 868
- Participants
- 87th
- Percentile by assets
- $73,941
- Avg per participant
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.
- 87th percentile by assets (of 123,622 plans)
- #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.
- $64M
- total plan assets (2024 EOY)
- 868
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $73,941
- avg assets per participant
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.
The Excelsior University Retirement Plan vs the 2024 asset distribution
By assets, The Excelsior University Retirement Plan outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
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)
| 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.
The Excelsior University Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to The Excelsior University Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Excelsior University Retirement Plan assets move in 2024? ▼
How have Excelsior University plan assets changed over time? ▼
Where does The Excelsior University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to The Excelsior University Retirement Plan? ▼
Next read for The Excelsior University Retirement Plan
Scale reading
Ways to act on The Excelsior University Retirement Plan's numbers.
- By total assets, The Excelsior University Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Excelsior University's sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Educational Services plans