Other · DOL Form 5500 · 2024
Georgetown University Retirement Plan
Data updated 2026-08-25
- $979M
- Total assets Above avg plan size
- 14,512
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $67,478
- Avg per participant Below avg balance/head
Official DOL plan name: Georgetown University Voluntary Contribution Retirement Plan · Sponsored by Georgetown University · District of Columbia · Educational Services
$979M in assets, 14,512 participants
Georgetown University's Georgetown University Voluntary Contribution Retirement Plan reported $979M in total assets and 14,512 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,561 in Educational Services (3,638 peers)
Coverage in District of Columbia
Georgetown University Voluntary Contribution Retirement Plan covers 14,512 participants in District of Columbia, 10.0x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $979M.
- #3,561
- in Educational Services (3,638 peers)
- +13.2%
- assets growth YoY
- 9.8×
- vs typical plan assets (national mean)
Georgetown University Voluntary Contribution Retirement Plan's outsized position by total assets
Georgetown University Voluntary Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$979,239,156 Top 2% higher than 98% 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
Georgetown University Voluntary Contribution Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Georgetown University Voluntary Contribution Retirement Plan is a mega filing (14,512 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Georgetown University Voluntary Contribution Retirement Plan end-of-year assets rose from $865M in the plan year 2023 filing to $979M in the plan year 2024 filing.
- Georgetown University Voluntary Contribution Retirement Plan reported net income fell from $123M in the plan year 2023 filing to $114M in the plan year 2024 filing.
- Georgetown University Voluntary Contribution Retirement Plan reported participants fell from 15,030 in the plan year 2023 filing to 14,512 in the plan year 2024 filing.
DOL schedule card
Filing strip 530196603 · Georgetown University PY 2024 · Other
Georgetown University Voluntary Contribution Retirement Plan · $979M · 14,512 · 98th
- BOY $979M
- BOY 14,512
- BOY 98th
- BOY Other
- BOY near Educational Testing Service 403(b) Retirement Savings Plan
- BOY ind #3561
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 District of Columbia →
Georgetown University Voluntary Contribution Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $865M |
|---|---|
| Net Assets (End of Year) | $979M |
| Net Income | $114M |
| Employer EIN | 530196603 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Georgetown University)
Sponsor-wide plan assets over time
All Georgetown University plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.4B 19.07145398288855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 18,588 | $2.9B |
| 2023 | 3 | 20,622 | $3.3B |
| 2024 | 3 | 19,998 | $3.4B |
Nearby Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.8B · 450,729
- Georgetown University Defined Contribution Retirement Plan $2.5B · 4,882
- American University Defined Contribution Retirement Plan $1.4B · 5,480
- Howard University Savings Plan $1.2B · 6,543
- The Catholic University of America Retirement Plan $606M · 2,004
Scale composition for Georgetown University Voluntary Contribution Retirement Plan
Georgetown University Voluntary Contribution Retirement Plan reports $979M in end-of-year assets across 14,512 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $67,478 per participant (49% of the national average assets-per-participant) . Net income for plan year 2024 was $114M.
This plan identity (EIN 530196603, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $741M to $979M (+32.1%) while covered participants moved from 13,020 to 14,512 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,020 | $741M | Open filing |
| 2023 | 15,030 | $865M | Open filing |
| 2024 · index core | 14,512 | $979M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Georgetown University Defined Contribution Retirement Plan (Other, $2.5B, 4,882 participants)
Georgetown University Voluntary Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Educational Testing Service 403(b) Retirement Savings Plan in NJ ($982M); by covered participants it is Henry Ford Health System Heritage 403(b) Plan in MI (14,465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($979M here).
- Educational Testing Service 403(b) Retirement Savings Plan (NJ) $982M · 3,501
- El Camino Hospital 403(b) Retirement Plan (CA) $976M · 4,277
- Brown University Defined Contribution Deferred Vesting Retirement Plan (RI) $974M · 6,202
- Presbyterian Healthcare Services 403(b) Plan (NM) $968M · 11,856
Similar participant headcount
Nearest other-state filings by covered participants (14,512 participants); asset peers above are excluded.
- Henry Ford Health System Heritage 403(b) Plan (MI) 14,465 · 47 off
- Legacy Health 403(b) Plan (OR) 14,590 · 78 off
- Retirement Plan for Officers of Columbia University (NY) 14,399 · 113 off
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) 14,648 · 136 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.