Other · DOL Form 5500 · 2022
Trustees of the College of the Holy Cross Retirement Plan
Data updated 2026-08-25
- $334M
- Total assets Above avg plan size
- 938
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $356,203
- Avg per participant High balance/head
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.
- #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.
- #3,844
- in Educational Services (4,024 peers)
- -13.2%
- assets change YoY
- 3.4×
- vs typical plan assets (national mean)
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's outsized position by total assets
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$334,118,403 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan sits mid-pack in the medium band (938 participants).
DOL schedule card
Filing strip 042103558 · Trustees of the College of the Holy Cross PY 2022 · Other
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan · $334M · 938 · 97th
- NET $334M
- BOOK 938
- VS-ST 97th
- BOY Other
- SCH near Community Foundation of Northwest Indiana 403(b) Retirement Plan
- EBSA ind #3844
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Massachusetts →
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of the College of the Holy Cross plans reported in each filing year
- Latest sponsor-wide plan assets
- $488M 18.825666231062186% vs 2022
- 2024 filing year
| 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.
- 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
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Community Foundation of Northwest Indiana 403(b) Retirement Plan in IN ($334M); by covered participants it is Roofers Local 149 Defined Contribution Pension Fund in MI (939 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($334M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (938 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.