Other · DOL Form 5500 · 2024
Nazareth University Retirement Plan
Data updated 2026-08-25
- $163M
- Total assets Near avg plan size
- 405
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $403,286
- Avg per participant High balance/head
Official DOL plan name: Nazareth University Defined Contribution Retirement Plan · Sponsored by Nazareth University · New York · Educational Services
$163M in assets, 405 participants
Nazareth University's Nazareth University Defined Contribution Retirement Plan reported $163M in total assets and 405 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,228 in Educational Services (3,638 peers)
Where Nazareth University Defined Contribution Retirement Plan sits by assets
Nazareth University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $163M for 405 participants (~$403,286/participant), up 4.3% in 2024.
- #3,228
- in Educational Services (3,638 peers)
- +4.3%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Nazareth University Defined Contribution Retirement Plan's outsized position by total assets
Nazareth University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$163,330,850 Top 7% higher than 93% 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
Nazareth University Defined Contribution 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. Nazareth University Defined Contribution Retirement Plan sits mid-pack in the medium band (405 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nazareth University Defined Contribution Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Nazareth University Defined Contribution Retirement Plan end-of-year assets rose from $157M in the plan year 2023 filing to $163M in the plan year 2024 filing.
- Nazareth University Defined Contribution Retirement Plan reported participants fell from 413 in the plan year 2023 filing to 405 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 160743088 · Nazareth University PY 2024 · Other
Nazareth University Defined Contribution Retirement Plan · $163M · 405 · 93rd
- NET $163M
- BOOK 405
- VS-ST 93rd
- BOY Other
- SCH near Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan
- EBSA ind #3228
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 →
Nazareth University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $163M |
| Net Income | $7M |
| Employer EIN | 160743088 |
| Plan Effective Date | 1966-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nazareth University)
Sponsor-wide plan assets over time
All Nazareth University plans reported in each filing year
- Latest sponsor-wide plan assets
- $163M 11.812510242552474% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 422 | $146M |
| 2023 | 1 | 413 | $157M |
| 2024 | 1 | 405 | $163M |
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
Nazareth University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan in HI ($163M); by covered participants it is John Brown University Pension Plan in AR (405 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($163M here).
Similar participant headcount
Nearest other-state filings by covered participants (405 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.