Other · DOL Form 5500 · 2022
Trustees of the College of the Holy Cross Retirement Plan
Data updated 2026-08-11
- $334M
- Total assets
- 938
- Participants
- 97th
- Percentile by assets
- $356,203
- Avg per participant
Official DOL plan name: College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan · Sponsored by Trustees of the College of the Holy Cross · Massachusetts · Educational Services
$334M in assets, 938 participants
Trustees of the College of the Holy Cross's College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan reported $334M in total assets and 938 participants in its 2022 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 97th percentile by assets (of 139,126 plans)
- #3,844 in Educational Services (4,024 peers)
Where College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan sits by assets
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan sits in the top 5% of all filed plans by assets, $334M for 938 participants (~$356,203/participant), down 13.2% in 2022.
- $334M
- total plan assets (2022 EOY)
- 938
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $356,203
- avg assets per participant
The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan vs the 2022 asset distribution
By assets, College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $385M |
|---|---|
| Net Assets (End of Year) | $334M |
| Net Income | -$51M |
| Employer EIN | 042103558 |
| Plan Effective Date | 1947-03-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the College of the Holy Cross)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,243 | $411M |
| 2023 | 2 | 1,235 | $447M |
| 2024 | 2 | 1,202 | $488M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan by total assets, not by location.
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (IN) $334M · 7,442
- Arkansas Children's Retirement Plan (AR) $336M · 4,382
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan (NJ) $332M · 2,034
- Eisenhower Medical Center 403(b) Retirement Plan (CA) $331M · 3,987
Frequently Asked Questions
How did College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan assets move in 2022? ▼
How have Trustees of the College of the Holy Cross plan assets changed over time? ▼
Where does College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan? ▼
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Ways to act on College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan's numbers.
- By total assets, College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Trustees of the College of the Holy Cross's sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Educational Services plans