Other · DOL Form 5500 · 2024

Association of Graduates, Usma Retirement Plan

Data updated 2026-08-11

$24M
Total assets
126
Participants
73rd
Percentile by assets
$187,904
Avg per participant
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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.

  • 73rd percentile by assets (of 123,622 plans)
  • #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.

$24M
total plan assets (2024 EOY)
126
covered participants
73rd
percentile by assets (of 123,622 plans)
$187,904
avg assets per participant

Where Association of Graduates Retirement Savings Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
New York
Industry
Professional & Technical Services

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Association of Graduates Retirement Savings Plan reports 126 participants - about 16% of that state average ($24M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN141260763
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Association of Graduates, Usma)

$15M$20M$25M 202220232024 $16.1M $23.7M ▲ +47.1%
Total plan assets by year, all Association of Graduates, Usma plans on file
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.

Association of Graduates Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Association of Gradu…, Total assets ($B): 0.023675872 · Participants: 126Association of Gradu…Northwell Health 403…, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medi…University of Roches…, Total assets ($B): 8.002376506 · Participants: 30335University of Roches…Memorial Sloan Kette…, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for …
Association of Graduates Retirement Savings Plan vs. nearby Other plans in New York, assets vs. participants
Compare Association of Graduates Retirement Savi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Association of Graduates Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Association of Graduates Retirement Savings Plan assets move in 2024? ▼
Association of Graduates Retirement Savings Plan grew at a solid clip - up 14.9% during 2024, from $21M to $24M. Reported net income was $3M.
How have Association of Graduates, Usma plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Association of Graduates, Usma's sponsor-wide assets grew 47.0%, from $16M to $24M.
Which Other plans are similar in size to Association of Graduates Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is Lutheran Services Florida Retirement Plan in FL ($24M, 2,842 participants).

Next read for Association of Graduates Retirement Savi…

Filing takeaways

Ways to act on Association of Graduates Retirement Savings Plan's numbers.

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 141260763.

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.