Columbia University pension plans

Columbia University, New York, NY. EIN 13-5598093. Annual reports 2009–2024. Also filed as Columbia University C/O Benefits Department; Columbia University C/O Retirement Department.

Columbia University has 6 active retirement plans on file. The largest is the Columbia University Voluntary Retirement Savings Plan, with 40,437 participants and $4.7 billion in assets in 2024. Vanguard has been its recordkeeper since 2018.

Active plans
6
Participants
85,087
Plan assets
$10.9 billion
401(k) recordkeeper
Vanguard
Plans on file
8
Industry
Education

All 8 plans

Active plans first

Columbia University Voluntary Retirement Savings Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
009Employer EIN 13-5598093
Participants (2024)
40,437
Net assets (2024)
$4.7 billion
Recordkeeper
Vanguard2018–2024
Plan administrator
Columbia University Vice President of Human Resources
615 W 131ST ST.
New York, NY 10027
(212) 851-7000As filed for 2024
In effect since
July 1, 2006
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202440,437$4.7 billionVanguard
202330,176$3.0 billionVanguard
202230,450$3.5 billionVanguard
202129,221$4.0 billionVanguard
202031,155$3.5 billionVanguard
201828,371$2.5 billionVanguard
201726,363$2.5 billionnot listed
201624,271$2.1 billionnot listed
201522,439$1.9 billionnot listed
201420,742$1.8 billionnot listed
201318,849$1.6 billionnot listed
201218,469$1.5 billionnot listed
201118,014$1.3 billionnot listed
201017,274$1.2 billionnot listed
200916,851$1.0 billionnot listed

Retirement Plan for Officers of Columbia University

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
001Employer EIN 13-5598093
Participants (2024)
34,090
Net assets (2024)
$5.6 billion
Recordkeeper
Vanguard2018–2024
Plan administrator
Columbia University Vice President of Human Resources
615 W 131ST ST
New York, NY 10027
(212) 851-7000As filed for 2024
In effect since
January 1, 1976

Earlier plan names: Columbia University Retirement Plan for Officers.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
202434,090$5.6 billionVanguard
202333,394$5.0 billionVanguard
202231,807$4.4 billionVanguard
202131,043$5.0 billionVanguard
202033,583$4.5 billionVanguard
201932,871$4.0 billionVanguard
201831,742$3.4 billionVanguard
201730,580$3.5 billionnot listed
201629,738$3.1 billionnot listed
201528,828$2.9 billionnot listed
201428,045$2.8 billionnot listed
201327,013$2.7 billionnot listed
201226,982$2.5 billionnot listed
201126,361$2.2 billionnot listed
201025,563$2.2 billionnot listed
200925,016$1.9 billionnot listed

Columbia University Defined Contribution Plan for Supporting Staff

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
011Employer EIN 13-5598093
Participants (2024)
4,519
Net assets (2024)
$177 million
Recordkeeper
Vanguard2022–2024
Plan administrator
Columbia University Vice President of Human Resources
615 West 131ST Street
New York, NY 10027
(212) 851-7000As filed for 2024
In effect since
January 1, 2022

Plans merged into this one: Retirement Plan for Supporting Staff of Columbia University (2021).

Year by year, 2022 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20244,519$177 millionVanguard
20234,486$165 millionVanguard
20224,151$148 millionVanguard

Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
012Employer EIN 13-5598093
Participants (2024)
3,689
Net assets (2024)
$117 million
Recordkeeper
Vanguard2022–2024
Plan administrator
Columbia University Vice President of Human Resources
615 West 131ST Street
New York, NY 10027
(212) 851-7000As filed for 2024
In effect since
January 1, 2022

Plans merged into this one: Columbia University Retirement Plan - Supporting Staff Association at the College of Physicians and Surgeons (2021).

Year by year, 2022 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20243,689$117 millionVanguard
20233,681$109 millionVanguard
20223,460$97.4 millionVanguard

Columbia University Retirement Plan - Local 241, Transport Workers Union of America

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
005Employer EIN 13-5598093
Participants (2024)
1,754
Net assets (2024)
$175 million
Administered by
CbizEarlier: Cbiz Retirement Plan Services (2019–2022)
Plan administrator
Columbia University Vice President of Human Resources
615 West 131ST Street
New York, NY 10027
(212) 851-7000As filed for 2024
In effect since
July 1, 1972

Earlier sponsors: Columbia University (2009–2011); Columbia University C/O Retirement Department (2013).

Earlier plan names: Columbia University Retirement Plan for Members of Local 241 of the Transport Workers Union of America.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,754$175 millionCbiz
20231,704$165 millionCbiz
20221,660$160 millionCbiz Retirement Plan Services
20211,598$153 millionCbiz Retirement Plan Services
20201,532$181 millionCbiz Retirement Plan Services
20191,604$157 millionCbiz Retirement Plan Services
20181,605$142 millionnot listed
20171,562$125 millionnot listed
20161,516$115 millionnot listed
20151,458$103 millionnot listed
20141,398$95.7 millionnot listed
20131,372$92.0 millionnot listed
20121,348$76.1 millionnot listed
20111,308$73.4 millionnot listed
20101,288$63.8 millionnot listed
20091,248$50.2 millionnot listed

Retirement Plan for Building and Maintenance Employees of Columbia University Properties

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
007Employer EIN 13-5598093
Participants (2024)
598
Net assets (2024)
$45.0 million
Administered by
CbizEarlier: Cbiz Retirement Plan Services (2019–2022)
Plan administrator
Columbia University Vice President of Human Resources
615 West 131ST. Street
New York, NY 10027
(212) 851-7000As filed for 2024
In effect since
January 1, 1976

Earlier sponsors: Columbia University (2009–2011); Columbia University C/O Retirement Department (2013).

Earlier plan names: Columbia University Retirement Plan for Building and Maintenance Employees of Columbia University Properties; Retirement Plan for Building and Maintenance and Employees of Columbia University Properties.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
2024598$45.0 millionCbiz
2023584$43.1 millionCbiz
2022560$43.4 millionCbiz Retirement Plan Services
2021554$42.2 millionCbiz Retirement Plan Services
2020546$51.3 millionCbiz Retirement Plan Services
2019561$47.1 millionCbiz Retirement Plan Services
2018559$42.8 millionnot listed
2017561$38.0 millionnot listed
2016564$35.7 millionnot listed
2015563$32.7 millionnot listed
2014558$30.2 millionnot listed
2013557$29.1 millionnot listed
2012555$24.2 millionnot listed
2011543$23.5 millionnot listed
2010535$20.5 millionnot listed
2009505$16.5 millionnot listed

Columbia University Retirement Plan - Supporting Staff Association at the College of Physicians and Surgeons

Pension (defined benefit)Merged

Merged. In 2021 its assets moved to the Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons, sponsored by Columbia University (EIN 13-5598093, plan 012). Accounts moved with them, so that plan is the one to contact.

Plan number
006Employer EIN 13-5598093
Participants (2020)
4,318
Net assets (2020)
$113 million
Administered by
VanguardEarlier: TIAA (2018)
Plan administrator
Columbia University Vice President of Human Resources
615 West 131ST Street
New York, NY 10027
(212) 851-7000As filed for 2021
In effect since
June 30, 1974

Earlier sponsors: Columbia University (2009–2011); Columbia University C/O Retirement Department (2013).

Earlier plan names: Columbia University Retirement Plan -Supporting Staff Association at the College of Physicians and Surgeons.

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0Vanguard
20204,318$113 millionVanguard
20194,372$96.2 millionVanguard
20184,306$95.9 millionTIAA
20174,257$95.1 millionnot listed
20164,194$91.5 millionnot listed
20154,179$86.3 millionnot listed
20143,952$88.0 millionnot listed
20134,079$86.5 millionnot listed
20124,025$80.0 millionnot listed
20113,955$74.2 millionnot listed
20103,833$73.6 millionnot listed
20093,734$68.9 millionnot listed

Retirement Plan for Supporting Staff of Columbia University

Pension (defined benefit)Merged

Merged. In 2021 its assets moved to the Columbia University Defined Contribution Plan for Supporting Staff, sponsored by Columbia University (EIN 13-5598093, plan 011). Accounts moved with them, so that plan is the one to contact.

Plan number
002Employer EIN 13-5598093
Participants (2020)
5,464
Net assets (2020)
$180 million
Administered by
VanguardEarlier: TIAA (2018)
Plan administrator
Columbia University Vice President of Human Resources
615 West 131ST Street
New York, NY 10027
(212) 851-7000As filed for 2021
In effect since
July 1, 1949

Earlier sponsors: Columbia University (2009–2011); Columbia University C/O Retirement Department (2013).

Earlier plan names: Columbia University Retirement Plan for Supporting Staff.

Year by year, 2009 to 2021
Plan yearParticipantsNet assetsRecordkeeper
20210$0Vanguard
20205,464$180 millionVanguard
20195,454$155 millionVanguard
20185,491$152 millionTIAA
20175,300$147 millionnot listed
20165,238$142 millionnot listed
20155,407$134 millionnot listed
20145,398$140 millionnot listed
20135,448$137 millionnot listed
20125,442$127 millionnot listed
20115,412$120 millionnot listed
20105,306$119 millionnot listed
20095,260$106 millionnot listed

If you had money in one of these plans

  1. Call Vanguard (investor.vanguard.com), which runs the Columbia University Voluntary Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((212) 851-7000). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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