Other · DOL Form 5500 · 2024
American University Retirement Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 5,480
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $246,739
- Avg per participant Above avg balance/head
Official DOL plan name: American University Defined Contribution Retirement Plan · Sponsored by American University · District of Columbia · Educational Services
$1.4B in assets, 5,480 participants
American University's American University Defined Contribution Retirement Plan reported $1.4B in total assets and 5,480 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,580 in Educational Services (3,638 peers)
Coverage in District of Columbia
American University Defined Contribution Retirement Plan covers 5,480 participants in District of Columbia, 3.8x the typical District of Columbia plan (state average ~1,456 per filing). Assets: $1.4B.
- #3,580
- in Educational Services (3,638 peers)
- +6.5%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
American University Defined Contribution Retirement Plan's outsized position by total assets
American University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,352,129,486 Top 1% higher than 99% 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
American University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American University Defined Contribution Retirement Plan lands in the large band (5,480 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American University Defined Contribution Retirement Plan reported participants rose from 2,668 in the plan year 2023 filing to 5,480 in the plan year 2024 filing.
- American University Defined Contribution Retirement Plan reported net income fell from $128M in the plan year 2023 filing to $82M in the plan year 2024 filing.
- American University Defined Contribution Retirement Plan end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 530196549 · American University PY 2024 · Other
American University Defined Contribution Retirement Plan · $1.4B · 5,480 · 99th
- TYPE $1.4B
- NET 5,480
- BOOK 99th
- VS-ST Other
- BOY near Lehigh Valley Health Network, Inc. 403(b) Savings Plan
- SCH ind #3580
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 →
American University Defined Contribution Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $82M |
| Employer EIN | 530196549 |
| Plan Effective Date | 1947-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American University)
Sponsor-wide plan assets over time
All American University plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 18.43710521196277% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,632 | $1.1B |
| 2023 | 1 | 2,668 | $1.3B |
| 2024 | 1 | 5,480 | $1.4B |
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
- Howard University Savings Plan $1.2B · 6,543
- Georgetown University Voluntary Contribution Retirement Plan $979M · 14,512
- The Catholic University of America Retirement Plan $606M · 2,004
Scale composition for American University Defined Contribution Retirement Plan
American University Defined Contribution Retirement Plan reports $1.4B in end-of-year assets across 5,480 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $246,739 per participant (1.8x the national average assets-per-participant) . Net income for plan year 2024 was $82M.
This plan identity (EIN 530196549, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+18.4%) while covered participants moved from 2,632 to 5,480 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 2,632 | $1.1B | Open filing |
| 2023 | 2,668 | $1.3B | Open filing |
| 2024 · index core | 5,480 | $1.4B | This page |
American University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Lehigh Valley Health Network, Inc. 403(b) Savings Plan in PA ($1.3B); by covered participants it is Adena Health System Tax Deferred Annuity/Matched Savings Plan in OH (5,518 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Lehigh Valley Health Network, Inc. 403(b) Savings Plan (PA) $1.3B · 20,405
- Johns Hopkins Health System Corporation 403(b) Plan (MD) $1.3B · 17,081
- Harvard Medical Faculty Physicians at Beth Israel Deaconess Medical Center, Inc. Retirement Plan (MA) $1.3B · 2,023
- John Muir Health 403b Plan (CA) $1.4B · 5,098
Similar participant headcount
Nearest other-state filings by covered participants (5,480 participants); asset peers above are excluded.
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (OH) 5,518 · 38 off
- University Health System, Inc. 403(b) Plan (TN) 5,436 · 44 off
- Tufts University Voluntary Retirement Plan (MA) 5,554 · 74 off
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,578 · 98 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.