Other · DOL Form 5500 · 2024

Excelsior University Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
938
Participants Near avg headcount
82nd
Percentile by assets National rank
$43,238
Avg per participant Low balance/head
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Official DOL plan name: Excelsior University Supplemental 403(b) Plan · Sponsored by Excelsior University · New York · Educational Services

$41M in assets, 938 participants

Excelsior University's Excelsior University Supplemental 403(b) Plan reported $41M in total assets and 938 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,464 in Educational Services (3,638 peers)

Where Excelsior University Supplemental 403(b) Plan sits by assets

Excelsior University Supplemental 403(b) Plan sits in the top quartile of all filed plans by assets, $41M for 938 participants (~$43,238/participant), up 15.6% in 2024.

#2,464
in Educational Services (3,638 peers)
+15.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Excelsior University Supplemental 403(b) Plan's outsized position by total assets

Excelsior University Supplemental 403(b) Plan vs every filed plan by assets

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

$40,557,636 Top 18% higher than 82% 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

Excelsior University Supplemental 403(b) 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. Excelsior University Supplemental 403(b) Plan sits mid-pack in the medium band (938 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excelsior University Supplemental 403(b) Plan reported participants rose from 546 in the plan year 2023 filing to 938 in the plan year 2024 filing.
  • Excelsior University Supplemental 403(b) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Excelsior University Supplemental 403(b) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 161532850 · Excelsior University PY 2024 · Other

Excelsior University Supplemental 403(b) Plan · $41M · 938 · 82nd

  • EOY $41M
  • EOY 938
  • EOY 82nd
  • EOY Other
  • EOY near Peck School Retirement Plan
  • EOY ind #2464

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 →

Excelsior University Supplemental 403(b) Plan in the asset neighbourhood

Flintridge Preparatory School Defined Contribution Retirement PlanFlintridge Preparatory Schoo…$41MThe Branson School DC Retirement PlanThe Branson School DC Retire…$41MPeck School Retirement Plan$41MExcelsior University Supplemental 403(b) PlanExcelsior University Supplem…$41MClarke University Retirement PlanClarke University Retirement…$40M
End-of-year total assets ($M) among Excelsior University Supplemental 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN161532850
Plan Effective Date1998-04-14
Filing StatusFILING 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
$80M$90M$100M$110M 202220232024 $84.4M $105M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 1,288 $84M
2023 2 1,189 $94M
2024 2 1,806 $105M

Nearby Other Plans in New York

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

Excelsior University Supplemental 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Excelsior University Supplemental 403(b) Plan, Total assets ($B): 0.040557636 · Participants: 938Excelsior University Supplemental 403(b) PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Excelsior University Supplemental 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
Compare Excelsior University Supplemental 403(b) Plan side-by-side with 3 peers →

Excelsior University Supplemental 403(b) Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Peck School Retirement Plan in NJ ($41M); by covered participants it is Great Plains Health Alliance Tax Deferred Annuity Plan in KS (938 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (938 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 Excelsior University Supplemental 403(b) Plan assets move in 2024? ▼
Excelsior University Supplemental 403(b) Plan grew sharply - up 15.6% during 2024, from $35M to $41M. Reported net income was $5M.
How have Excelsior University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excelsior University's sponsor-wide assets grew 24.1%, from $84M to $105M.
Where does Excelsior University Supplemental 403(b) Plan rank by assets among Form 5500 filers? ▼
Excelsior University Supplemental 403(b) Plan ranks in the 82nd 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 Excelsior University Supplemental 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Peck School Retirement Plan in NJ ($41M, 92 participants).
Which Other plans cover a similar participant headcount to Excelsior University Supplemental 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Great Plains Health Alliance Tax Deferred Annuity Plan in KS (938 participants, $38M 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 161532850.

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.