Other · DOL Form 5500 · 2024
Association of Graduates, Usma Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $187,904
- Avg per participant Above avg balance/head
Official DOL plan name: Association of Graduates Retirement Savings Plan · Sponsored by Association of Graduates, Usma · New York · Professional & Technical Services
$24M in assets, 126 participants
Association of Graduates, Usma's Association of Graduates Retirement Savings Plan reported $24M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,728 in Professional & Technical Services (20,173 peers)
Coverage in New York
Association of Graduates Retirement Savings Plan covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $24M.
- #14,728
- in Professional & Technical Services (20,173 peers)
- +14.9%
- assets growth YoY
Association of Graduates Retirement Savings Plan's outsized position by total assets
Association of Graduates Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,675,872 Top 27% higher than 73% 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
Association of Graduates Retirement Savings 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. Association of Graduates Retirement Savings Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Association of Graduates Retirement Savings Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Association of Graduates Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Association of Graduates Retirement Savings Plan reported participants rose from 122 in the plan year 2023 filing to 126 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141260763 · Association of Graduates, Usma PY 2024 · Other
Association of Graduates Retirement Savings Plan · $24M · 126 · 73rd
- RANK $24M
- RANK 126
- RANK 73rd
- RANK Other
- RANK near Lutheran Services Florida Retirement Plan
- RANK ind #14728
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 Professional & Technical Services retirement plans → · Plans in New York →
Association of Graduates Retirement Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 141260763 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Association of Graduates, Usma)
Sponsor-wide plan assets over time
All Association of Graduates, Usma plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 47.032228836445015% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 109 | $16M |
| 2023 | 1 | 122 | $21M |
| 2024 | 1 | 126 | $24M |
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
Association of Graduates Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Lutheran Services Florida Retirement Plan in FL ($24M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (126 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.