Other · DOL Form 5500 · 2024
Utica University Retirement Plan
Data updated 2026-08-25
- $148M
- Total assets Near avg plan size
- 1,130
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $130,990
- Avg per participant Near avg balance/head
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.
- #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.
- #3,201
- in Educational Services (3,638 peers)
- +4.2%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Utica University Defined Contribution Retirement Plan's outsized position by total assets
Utica University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$148,018,860 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
Utica 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. Utica University Defined Contribution Retirement Plan lands in the large band (1,130 participants).
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.
Form 5500 schedule snapshot
Filing strip 161476258 · Utica University PY 2024 · Other
Utica University Defined Contribution Retirement Plan · $148M · 1,130 · 93rd
- PHOTO $148M
- PHOTO 1,130
- PHOTO 93rd
- PHOTO Other
- PHOTO near Ursinus College Defined Contribution Retirement Plan
- PHOTO ind #3201
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 →
Utica University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Utica University plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 16.56858381436292% vs 2022
- 2024 filing year
| 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.
- 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
Utica University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Ursinus College Defined Contribution Retirement Plan in PA ($148M); by covered participants it is Lafayette College Retirement Plan in PA (1,131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($148M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,130 participants); asset peers above are excluded.
- Lafayette College Retirement Plan (PA) 1,131 · 1 off
- Amego, Inc. 403(b) Plan (MA) 1,127 · 3 off
- Golden Valley Health Centers 403(b) Plan (CA) 1,127 · 3 off
- University of New England Defined Contribution Plan (ME) 1,126 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.