Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Columbia University C/O Benefits Department Pension Plan
Data updated 2026-08-25
- $176M
- Total assets Near avg plan size
- 969
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $181,724
- Avg per participant Above avg balance/head
Official DOL plan name: Columbia University Retirement Plan - Local 241, Transport Workers Union of America · Sponsored by Trustees of Columbia University C/O Benefits Department · New York · Educational Services
$176M in assets, 969 participants
Trustees of Columbia University C/O Benefits Department's Columbia University Retirement Plan - Local 241, Transport Workers Union of America reported $176M in total assets and 969 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,249 in Educational Services (3,638 peers)
Where Columbia University Retirement Plan - Local 241, Transport Workers Union of America sits by assets
Columbia University Retirement Plan - Local 241, Transport Workers Union of America sits in the top 10% of all filed plans by assets, $176M for 969 participants (~$181,724/participant), up 6.1% in 2024.
- #3,249
- in Educational Services (3,638 peers)
- +6.1%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Columbia University Retirement Plan - Local 241, Transport Workers Union of America's outsized position by total assets
Columbia University Retirement Plan - Local 241, Transport Workers Union of America vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$176,090,594 Top 6% higher than 94% 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
Columbia University Retirement Plan - Local 241, Transport Workers Union of America 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. Columbia University Retirement Plan - Local 241, Transport Workers Union of America sits mid-pack in the medium band (969 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Columbia University Retirement Plan - Local 241, Transport Workers Union of America reported net income rose from $5M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Columbia University Retirement Plan - Local 241, Transport Workers Union of America end-of-year assets rose from $166M in the plan year 2023 filing to $176M in the plan year 2024 filing.
- Columbia University Retirement Plan - Local 241, Transport Workers Union of America reported participants rose from 945 in the plan year 2023 filing to 969 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 135598093 · Trustees of Columbia University C/O Benefits Department PY 2024 · Defined Benefit (Pension)
Columbia University Retirement Plan - Local 241, Transport Workers Union of America · $176M · 969 · 94th
- NET $176M
- NET 969
- NET 94th
- NET Defined Benefit (Pension)
- NET near Iso New England Inc. Retirement Plan
- NET ind #3249
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 →
Columbia University Retirement Plan - Local 241, Transport Workers Union of America in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $166M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | $10M |
| Employer EIN | 135598093 |
| Plan Effective Date | 1972-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Columbia University C/O Benefits Department)
Sponsor-wide plan assets over time
All Trustees of Columbia University C/O Benefits Department plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.9B 27.120545778062127% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 8 | 36,618 | $8.5B |
| 2023 | 7 | 56,957 | $12.7B |
| 2024 | 6 | 43,434 | $10.9B |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Columbia University Retirement Plan - Local 241, Transport Workers Union of America's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Iso New England Inc. Retirement Plan in MA ($176M); by covered participants it is Iron Workers Pension Plan of Western Pennsylvania in PA (968 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($176M here).
Similar participant headcount
Nearest other-state filings by covered participants (969 participants); asset peers above are excluded.
- Iron Workers Pension Plan of Western Pennsylvania (PA) 968 · 1 off
- Sparrow Health System Associate Pension Plan (MI) 970 · 1 off
- The Brink's Company Frozen Pension Plan (VA) 968 · 1 off
- Pension Plan for Employees of Skf USA Inc. (PA) 970 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.