Keuka College Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Keuka College · New York · Educational Services
What the 2023 filing shows
Keuka College Retirement Plan holds $44M for 198 participants — about $221,467 per participant, down 0.3% over the 2024 plan year.
- $44M
- total plan assets (2024 EOY)
- 198
- covered participants
- $221,467
- avg assets per participant
- -0.3%
- assets change YoY
The plan reported a net loss of $136K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Keuka College Retirement Plan
Keuka College Retirement Plan is a Profit Sharing retirement plan sponsored by Keuka College, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $44M in total end-of-year assets and covers 198 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 166054295, and the plan has been effective since 1944-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $44M at the beginning of 2024 to $44M at year-end — a decline of 0.3%. Net assets (after liabilities) closed the year at $44M, with reported net income of $-136,021 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $44M |
| Total Assets (End of Year) | $44M |
| Net Assets (End of Year) | $44M |
| Net Income | $-136,021 |
| Plan Type | Profit Sharing |
| Employer EIN | 166054295 |
| Plan Effective Date | 1944-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keuka College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 247 | $41M |
| 2023 | 1 | 214 | $44M |
| 2024 | 1 | 198 | $44M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration $4.9B · 10,107
- The Retirement Savings Plan $4.1B · 41,528
Related Data
Guides
Frequently Asked Questions
How much money is in the Keuka College Retirement Plan? ▼
What type of plan is Keuka College Retirement Plan? ▼
Who sponsors the Keuka College Retirement Plan? ▼
How did Keuka College Retirement Plan perform in 2024? ▼
Where can I find official filings for Keuka College Retirement Plan? ▼
How does Keuka College Retirement Plan compare to other plans? ▼
Explore PlainRetire
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 166054295.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.