Other Plans
Largest Other plans by total assets. Source: DOL Form 5500, 2024 plan year.
$265.9B across 50 plans
According to DOL Form 5500 filings (plan year 2024), the 50 largest Other plans hold $265.9B in combined assets and cover 1,829,292 participants; Mayo 403(b) Plan leads at $12.8B.
- $12.8B #1 - Mayo 403(b) Plan
- 50 plans ranked
What the Data Shows About Other Plans
Other retirement plan types include various hybrid and specialized plans filed with the DOL. This page ranks the 50 largest Other plans in the dataset by end-of-year total assets. Together the plans listed here hold $265.9B in aggregate assets and cover 1,829,292 participants, a mix of active employees, separated workers with remaining balances, and retirees receiving benefits.
The largest plan in this category, Mayo 403(b) Plan (Mayo Clinic, MN), reports $12.8B in assets with 85,933 participants. Within Other plans, size reflects a combination of workforce scale, employer contribution rates, employee deferral rates, and long-term investment performance, not a quality rating. Larger plans often benefit from lower per-participant fees, broader investment menus, and more sophisticated administration, but participant outcomes depend on contribution behavior and investment selection. Ranking tables below link to each plan's detail page for EIN, filing status, effective date, and net income.
All figures come from Form 5500 annual returns for the 2024 plan year, filed with the DOL's EBSA and released through EFAST2. Totals reflect a single year-end snapshot and fluctuate with markets and plan activity. This page is informational only, it summarizes public regulatory filings for research and educational purposes, and is not retirement, tax, legal, or financial advice. Before relying on any figure to evaluate an employer's Other plan or make retirement decisions, verify the underlying filing directly on EFAST2 and consult a qualified professional.
| # | Plan Name | Sponsor | State | Participants | Total Assets |
|---|---|---|---|---|---|
| 1 | Mayo 403(b) Plan | Mayo Clinic | MN | 85,933 | $12.8B |
| 2 | Stanford Contributory Retirement Plan | The Board of Trustees of the Leland Stanford Junior University | CA | 22,753 | $12.6B |
| 3 | The Duke University Faculty and Staff Retirement Plan | Duke University | NC | 48,377 | $11.0B |
| 4 | Northwell Health 403(b) Plan | Northwell Health, Inc. | NY | 44,511 | $10.9B |
| 5 | The Mount Sinai Medical Center 403(b) Retirement Plan | The Mount Sinai Medical Center | NY | 46,826 | $9.5B |
| 6 | Cleveland Clinic Savings and Investment Plan | The Cleveland Clinic Foundation | OH | 65,407 | $9.2B |
| 7 | Johns Hopkins University 403(b) Plan | Johns Hopkins University Office of Benefits Services | MD | 25,833 | $8.8B |
| 8 | Yale University Retirement Account Plan | Yale University | CT | 13,197 | $8.3B |
| 9 | University of Rochester Retirement Program | University of Rochester | NY | 30,335 | $8.0B |
| 10 | Sutter Health 403(b) Savings Plan | Sutter Health | CA | 54,954 | $7.6B |
| 11 | Washington University Retirement Savings Plan | Washington University in St. Louis | MO | 26,975 | $7.5B |
| 12 | The University of Pennsylvania Matching Plan | Trustees of the University of PA | PA | 22,110 | $7.0B |
| 13 | Stanford Health Care Retirement Savings Plan | Stanford Health Care | CA | 24,152 | $6.9B |
| 14 | Memorial Sloan Kettering Cancer Center Retirement Savings Plan | Memorial Sloan Kettering Cancer Center | NY | 22,606 | $6.4B |
| 15 | Retirement Plan for Officers of Columbia University | Trustees of Columbia University | NY | 14,399 | $5.6B |
| 16 | New York University Retirement Plan for Members of the Faculty, Professional Research Staff and Administration | New York University | NY | 10,678 | $5.4B |
| 17 | Caltech Base Retirement Plan | California Institute of Technology | CA | 10,970 | $5.2B |
| 18 | Fca US LLC UAW Savings Plan | Fca US LLC | MI | 44,591 | $5.2B |
| 19 | The Mitre Corporation Tax Sheltered Annuity Plan | The Mitre Corporation | VA | 12,379 | $5.1B |
| 20 | Fca US LLC Salaried Employees' Savings Plan | Fca US LLC | MI | 15,683 | $5.1B |
| 21 | The Retirement Savings Plan | The New York-Presbyterian Hospital | NY | 45,574 | $4.8B |
| 22 | University of Southern California Tax-Deferred Annuity Plan | University of Southern California | CA | 20,886 | $4.8B |
| 23 | Upmc 403(b) Retirement Savings Plan | UPMC | PA | 78,872 | $4.7B |
| 24 | Vanderbilt University Medical Center Retirement Plan | Vanderbilt University Medical Center | TN | 31,810 | $4.7B |
| 25 | Columbia University Voluntary Retirement Savings Plan | Trustees of Columbia University | NY | 25,394 | $4.7B |
| 26 | Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration | New York University | NY | 6,880 | $4.6B |
| 27 | Northwestern University Retirement Plan | Northwestern University | IL | 9,328 | $4.4B |
| 28 | Montefiore Medical Center 403(b) Plan | Montefiore Medical Center | NY | 16,441 | $4.3B |
| 29 | Harvard University Tax Deferred Annuity Plan | President & Fellows of Harvard College Harvard Human Resources, Benefi | MA | 24,395 | $4.3B |
| 30 | The University of Chicago Contributory Retirement Plan | The University of Chicago | IL | 5,144 | $3.8B |
| 31 | Sentara 403(b) Savings Plan | Sentara Health | VA | 28,192 | $3.7B |
| 32 | Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan | Wake Forest University Baptist Medical Center | NC | 19,745 | $3.6B |
| 33 | Nyu Langone Health 403(b) Plan | Nyu Langone Hospitals | NY | 32,992 | $3.6B |
| 34 | The University of Pennsylvania Health System 403(b) Retirement Savings Plan | Trustees of the Univ. of Penn | PA | 43,405 | $3.6B |
| 35 | Beth Israel Lahey 403(b) Retirement Savings Plan | Beth Israel Lahey Health | MA | 33,591 | $3.5B |
| 36 | Medstar Health, Inc. Retirement Savings Plan | Medstar Health, Inc. | MD | 32,983 | $3.5B |
| 37 | Memorial Hermann Health System Employees' Retirement Savings Plan | Memorial Hermann Health System | TX | 33,543 | $3.3B |
| 38 | Spectrum Health System 403(b) Plan | Corewell Health | MI | 32,821 | $3.2B |
| 39 | Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca | Cornell University | NY | 14,648 | $3.0B |
| 40 | The Tax Sheltered Annuity Plan of the Methodist Hospital | The Methodist Hospital | TX | 32,299 | $3.0B |
| 41 | The Johns Hopkins University Applied Physics Laboratory Pension Plan B | The Johns Hopkins University Applie D Physics Laboratory LLC Jhu/Apl | MD | 9,501 | $3.0B |
| 42 | Boston University Retirement Plan | Trustees of Boston University | MA | 8,173 | $3.0B |
| 43 | Beaumont Health 403(b) Retirement Savings Plan | William Beaumont Hospital | MI | 34,160 | $3.0B |
| 44 | Wellstar Health System, Inc. Supplemental Retirement Savings Plan | Wellstar Health System, Inc. | GA | 26,097 | $2.8B |
| 45 | Carnegie Mellon University Faculty and Staff Retirement Plan | Carnegie Mellon University | PA | 6,772 | $2.8B |
| 46 | Jefferson Defined Contribution Retirement Plan | Thomas Jefferson University | PA | 17,497 | $2.8B |
| 47 | Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 450,729 | $2.8B |
| 48 | Ohiohealth Retirement Savings Plan 403(b) | OHIOHEALTH | OH | 29,710 | $2.7B |
| 49 | Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan | Baptist Health South Florida, Inc. | FL | 26,141 | $2.7B |
| 50 | Northeastern University Retirement Plan | Northeastern University | MA | 8,900 | $2.6B |
Nearby Plan Types
Other employer-sponsored retirement plan categories filed on Form 5500.
Frequently Asked Questions
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Source: U.S. Department of Labor, EBSA Form 5500 public disclosure dataset. Plan year 2024. This page aggregates plans where the filer coded the plan as Other.
Source: DOL EFAST2 filing system (efast.dol.gov) - plan type classification reflects the code selected by the plan administrator at filing time.
Read our methodology - how this data is sourced, computed, and verified.
Next steps for Other plans
Use the Other data above to benchmark reported plan size, assets, and participant counts.
- Look up any specific plan by name or EIN in the Form 5500 search. Search plans
- Compare plan types side by side to understand the structural differences. 401(k) vs pension guide
- Estimate how plan fees compound over time with the fee calculator. Fee impact calculator
Plan-type classification based on Form 5500 filing characteristics. U.S. Department of Labor Form 5500 filings (EBSA).
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-08-25.