Back to filter
Original filing (PDF)20251015144410NAL0006628032001
GEORGETOWN UNIVERSITY
Form 5500
FILING_RECEIVED
GEORGETOWN UNIVERSITY RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
~2038 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.3M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- 2038 bps in Schedule C fees — 6926% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGETOWN UNIVERSITY.
Plan sponsor
Name
GEORGETOWN UNIVERSITY
EIN
53-0196603
Address
HEALY HALL, GROUND FLOOR · 37TH AND O STREETS, NW · WASHINGTON, DC · 200570001
Phone
(202) 687-2500
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
210
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $70K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON | 23-1159360 | — | NONE | $2.9M | — |
| K&L GATES LLP | — | BOSTON, MA | NONE | $149K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using WILLIS TOWERS WATSON
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
CHEVRON CORPORATION
CHEVRON EMPLOYEE SAVINGS INVESTMENT PLAN
$20.4B · 22,195 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
Similar-size Educational Services plans
CENTER FOR SUSTAINABLE ENERGY
CENTER FOR SUSTAINABLE ENERGY
$15.5M · 240 participants
CHAPEL HILL - CHAUNCY HALL SCHOOL
CHAPEL HILL - CHAUNCY HALL SCHOOL 403(B) PLAN
$15.5M · 82 participants
SEEDS OF HEALTH, INC.
SEEDS OF HEALTH, INC. 403(B) PLAN
$15.5M · 138 participants
NOTRE DAME HIGH SCHOOL
NOTRE DAME HIGH SCHOOL 401(K) RETIREMENT PLAN
$15.5M · 104 participants
CBT NUGGETS, LLC
CBT NUGGETS 401(K) PLAN
$15.5M · 77 participants
SO CALIF UNIVERSITY OF HEALTH SCIENCES
SOUTHERN CALIFORNIA UNIVERSITY OF HEALTH SCIENCES MONEY PURCHASE PENSION PLAN
$15.5M · 217 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants