Other · DOL Form 5500 · 2024
Alfred University Retirement Plan
Data updated 2026-08-25
- $151M
- Total assets Near avg plan size
- 452
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $333,683
- Avg per participant High balance/head
Official DOL plan name: Alfred University Retirement Plan · Sponsored by Alfred University · New York · Educational Services
$151M in assets, 452 participants
Alfred University's Alfred University Retirement Plan reported $151M in total assets and 452 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.
- #3,206 in Educational Services (3,638 peers)
Where Alfred University Retirement Plan sits by assets
Alfred University Retirement Plan sits in the top 10% of all filed plans by assets, $151M for 452 participants (~$333,683/participant), up 7.0% in 2024.
- #3,206
- in Educational Services (3,638 peers)
- +7.0%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Alfred University Retirement Plan's outsized position by total assets
Alfred University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$150,824,622 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
Alfred University 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. Alfred University Retirement Plan sits mid-pack in the medium band (452 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alfred University Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Alfred University Retirement Plan end-of-year assets rose from $141M in the plan year 2023 filing to $151M in the plan year 2024 filing.
- Alfred University Retirement Plan reported participants rose from 436 in the plan year 2023 filing to 452 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 160743900 · Alfred University PY 2024 · Other
Alfred University Retirement Plan · $151M · 452 · 93rd
- BOOK $151M
- VS-ST 452
- BOY 93rd
- SCH Other
- EBSA near Ticua 403(b) Defined Contribution Plan
- PART ind #3206
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 →
Alfred University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $10M |
| Employer EIN | 160743900 |
| Plan Effective Date | 1920-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alfred University)
Sponsor-wide plan assets over time
All Alfred University plans reported in each filing year
- Latest sponsor-wide plan assets
- $151M 18.738917033649503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 405 | $127M |
| 2023 | 1 | 436 | $141M |
| 2024 | 1 | 452 | $151M |
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
Alfred University Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Ticua 403(b) Defined Contribution Plan in TN ($150M); by covered participants it is Southwest Health System Inc. Employee Retirement Plan in CO (452 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($151M here).
- Ticua 403(b) Defined Contribution Plan (TN) $150M · 1,350
- Pitzer College Academic Retirement Plan (CA) $152M · 464
- Allegheny College Defined Contribution Retirement Plan (PA) $152M · 335
- Wittenberg University Defined Contribution Retirement Plan (OH) $152M · 316
Similar participant headcount
Nearest other-state filings by covered participants (452 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.