Excelsior University 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Excelsior University (EIN 161532850)
  • Plan Type: 403(b)
  • Total Participants: 908
  • Total Assets: $40.6M
  • Sponsor State: NY

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024908$40.6M$0$2.0M
2023938$35.1M$0$1.8M
2022546$31.3M$0$1.8M

Service Providers

  • BONADIO & CO., LLP — Accountant / Independent Qualified Public Accountant

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