Other · DOL Form 5500 · 2024
Union College Retirement Plan
Data updated 2026-08-25
- $407M
- Total assets Above avg plan size
- 916
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $444,768
- Avg per participant High balance/head
Official DOL plan name: Union College Retirement Plan · Sponsored by Union College · New York · Educational Services
$407M in assets, 916 participants
Union College's Union College Retirement Plan reported $407M in total assets and 916 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,456 in Educational Services (3,638 peers)
Where Union College Retirement Plan sits by assets
Union College Retirement Plan sits in the top 5% of all filed plans by assets, $407M for 916 participants (~$444,768/participant), up 6.0% in 2024.
- #3,456
- in Educational Services (3,638 peers)
- +6.0%
- assets growth YoY
- 4.1×
- vs typical plan assets (national mean)
Union College Retirement Plan's outsized position by total assets
Union College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$407,407,669 Top 3% higher than 97% 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
Union College 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. Union College Retirement Plan sits mid-pack in the medium band (916 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Union College Retirement Plan reported net income fell from $38M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Union College Retirement Plan reported participants fell from 1,020 in the plan year 2023 filing to 916 in the plan year 2024 filing.
- Union College Retirement Plan end-of-year assets rose from $384M in the plan year 2023 filing to $407M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 141338580 · Union College PY 2024 · Other
Union College Retirement Plan · $407M · 916 · 97th
- TYPE $407M
- TYPE 916
- TYPE 97th
- TYPE Other
- TYPE near Torrance Health Association 403(b) Plan
- TYPE ind #3456
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 →
Union College Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $384M |
|---|---|
| Net Assets (End of Year) | $407M |
| Net Income | $23M |
| Employer EIN | 141338580 |
| Plan Effective Date | 1920-06-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union College)
Sponsor-wide plan assets over time
All Union College plans reported in each filing year
- Latest sponsor-wide plan assets
- $407M 17.68264965314544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,008 | $346M |
| 2023 | 1 | 1,020 | $384M |
| 2024 | 1 | 916 | $407M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Union College Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Torrance Health Association 403(b) Plan in CA ($406M); by covered participants it is Act, Inc. Defined Contribution Retirement Plan in IA (913 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($407M here).
- Torrance Health Association 403(b) Plan (CA) $406M · 4,811
- Tift Regional Health System 403(b) Plan (GA) $406M · 2,561
- Xavier University Defined Contribution Retirement Plan (OH) $411M · 1,945
- Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) (MI) $403M · 746
Similar participant headcount
Nearest other-state filings by covered participants (916 participants); asset peers above are excluded.
- Act, Inc. Defined Contribution Retirement Plan (IA) 913 · 3 off
- Cais Multiple Employer Plan (CT) 912 · 4 off
- Barton Health 403(b) Plan (CA) 920 · 4 off
- University of Puget Sound Retirement Savings Plan (WA) 912 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.