Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF MOUNT SAINT VINCENT

This Profit Sharing plan holds $59M in total assets and serves 309 participants as of 2024. It is sponsored by UNIVERSITY OF MOUNT SAINT VINCENT in New York. The plan reported positive net income of $3M for the year.

Total Assets (2023)
$59M
Participants
309
State
Industry
Educational Services

What the Filing Says About UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN

UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN is a Profit Sharing retirement plan sponsored by UNIVERSITY OF MOUNT SAINT VINCENT, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $59M in total end-of-year assets and covers 309 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131740445, and the plan has been effective since 1976-03-09. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $55M at the beginning of 2024 to $59M at year-end — a gain of 6.1%. Net assets (after liabilities) closed the year at $59M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$55M
Total Assets (End of Year)$59M
Net Assets (End of Year)$59M
Net Income$3M
Plan TypeProfit Sharing
Employer EIN131740445
Plan Effective Date1976-03-09
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY OF MOUNT SAINT VINCENT)

Year Plans Participants Total Assets
2022 1 288 $50M
2023 1 315 $55M
2024 1 309 $59M

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Frequently Asked Questions

How much money is in the UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN?
As of the 2024 Form 5500 filing, UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN holds $59M in total assets with 309 participants. It is sponsored by UNIVERSITY OF MOUNT SAINT VINCENT.
What type of plan is UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN?
UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN is a Profit Sharing plan. It has been effective since 1976-03-09. The plan is filed with the U.S. Department of Labor under EIN 131740445.
Who sponsors the UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN?
UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN is sponsored by UNIVERSITY OF MOUNT SAINT VINCENT, located in New York. The sponsor's EIN is 131740445 and the plan operates in the Educational Services industry.
How did UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN perform in 2024?
UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN grew by 6.1% during 2024, moving from $55M to $59M in total assets. Net income was $3M.
Where can I find official filings for UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN?
Official Form 5500 filings for UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131740445 or plan name at efast.dol.gov.
How does UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN compare to other plans?
You can compare UNIVERSITY OF MOUNT SAINT VINCENT DEFINED CONTRIBUTION PLAN against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 131740445.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.