My Plan Facts

Employers › District of Columbia

Employer · plans filed under one EIN

Georgetown University

Washington, DC · Educational services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$3.43Bnet assets across plans
32,024participant records19,047 active
$54.7Memployer contributions, latest plan years$2,873 per active record
$189KSchedule C compensation to organisations$5.90 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Georgetown University's employer identification number (Washington, District of Columbia). Their latest filings total 32,024 participant records and $3.43B in net assets.

The largest is Georgetown University Voluntary Contribution Retirement Plan, a 403(b) plan with 18,822 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $54.7M and participant contributions $51.2M in the latest plan years; benefits paid were $221M. Schedule C compensation reported to service provider organisations totalled $189K.

Combined net assets moved from $1.26B in 2009 to $3.43B in 2024 (up 171%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Georgetown University Voluntary Contribution Retirement Plan403(b) plan202418,822$979M$52,021—$62K
Georgetown University Defined Contribution Retirement Plan403(b) plan202413,202$2.45B$185,583$10,786$127K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $1.26B2010: $1.39B2011: $1.38B2012: $313M2013: $1.78B2014: $1.87B2015: $1.87B2016: $2.00B2017: $2.31B2018: $2.17B2019: $2.56B2020: $2.85B2021: $3.17B2022: $2.71B2023: $3.10B2024: $3.43B$1.26B$3.43B20092012201620202024
Combined net assets
2009: 7,6972010: 12,0592011: 20,3102012: 8,6112013: 21,8372014: 30,6062015: 26,6262016: 28,0932017: 30,0592018: 29,9652019: 31,0582020: 29,9902021: 30,0042022: 32,5072023: 32,1172024: 32,0247,69732,50732,02420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024232,024$3.43B$54.7M$51.2M
2023232,117$3.10B$49.0M$44.8M
2022232,507$2.71B$45.9M$40.1M
2021230,004$3.17B$25.9M$38.2M
2020229,990$2.85B$21.8M$37.4M
2019231,058$2.56B$44.7M$34.8M
2018229,965$2.17B$45.6M$33.2M
2017230,059$2.31B$44.9M$31.7M
2016228,093$2.00B$42.5M$29.9M
2015226,626$1.87B$41.1M$29.0M
2014230,606$1.87B$38.2M$27.4M
2013221,837$1.78B$37.2M$26.5M
201218,611$313M$0$15.3M
2011220,310$1.38B$34.7M$24.3M
2010212,059$1.39B$33.7M$27.1M
200927,697$1.26B$32.7M$23.9M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Capfinancial Partners, LLCInvestment advisory (plan)2$117,714
Cohnreznick LLPAccounting (including auditing)2$60,710
TIAARecordkeeping and information management; Consulting (pension); Investment advisory (plan); Investment management2$10,272
Fidelity Inv Inst Ops Co. LLC—2$300

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Capfinancial Partners, LLC$118K
Cohnreznick LLP$61K
TIAA$10K
Fidelity Inv Inst Ops Co. LLC$300

Questions and answers

How many retirement plans does Georgetown University have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Georgetown University Voluntary Contribution Retirement Plan and Georgetown University Defined Contribution Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Georgetown University contribute to its plans?

$54,718,534 in employer contributions across these plans in their latest plan years, about $2,873 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Capfinancial Partners, LLC, Cohnreznick LLP, TIAA and Fidelity Inv Inst Ops Co. LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.