Other · DOL Form 5500 · 2024
Utica University Retirement Plan
Data updated 2026-08-11
- $148M
- Total assets
- 1,130
- Participants
- 93rd
- Percentile by assets
- $130,990
- Avg per participant
Official DOL plan name: Utica University Defined Contribution Retirement Plan · Sponsored by Utica University · New York · Educational Services
$148M in assets, 1,130 participants
Utica University's Utica University Defined Contribution Retirement Plan reported $148M in total assets and 1,130 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.
- 93rd percentile by assets (of 123,622 plans)
- #3,201 in Educational Services (3,638 peers)
Where Utica University Defined Contribution Retirement Plan sits by assets
Utica University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $148M for 1,130 participants (~$130,990/participant), up 4.2% in 2024.
- $148M
- total plan assets (2024 EOY)
- 1,130
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $130,990
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Utica University Defined Contribution Retirement Plan reported net income fell from $15M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Utica University Defined Contribution Retirement Plan reported participants fell from 1,228 in the plan year 2023 filing to 1,130 in the plan year 2024 filing.
- Utica University Defined Contribution Retirement Plan end-of-year assets rose from $142M in the plan year 2023 filing to $148M in the plan year 2024 filing.
Utica University Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Utica University Defined Contribution Retirement Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $148M |
| Net Income | $6M |
| Employer EIN | 161476258 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Utica University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 636 | $127M |
| 2023 | 1 | 1,228 | $142M |
| 2024 | 1 | 1,130 | $148M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Utica University Defined Contribution Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Utica University Defined Contribution Retirement Plan by total assets, not by location.
- Ursinus College Defined Contribution Retirement Plan (PA) $148M · 440
- Akron Children's Hospital Retirement Security Plan (OH) $148M · 7,076
- Philadelphia Museum of Art 403(b) Retirement and Savings Plan (PA) $147M · 609
- Augusta Health Care 403b Plan (VA) $149M · 2,721
Frequently Asked Questions
How did Utica University Defined Contribution Retirement Plan assets move in 2024? ▼
How have Utica University plan assets changed over time? ▼
Where does Utica University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Utica University Defined Contribution Retirement Plan? ▼
Next read for Utica University Defined Contribution Re…
Scale reading
Ways to act on Utica University Defined Contribution Retirement Plan's numbers.
- By total assets, Utica University Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Utica University's sponsor-wide assets have grown 16.6% since 2022 across 3 plan years on file. More Educational Services plans