Other · DOL Form 5500 · 2022
The New England College of Optometry Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $297,852
- Avg per participant High balance/head
Official DOL plan name: The New England College of Optometry Defined Contribution Retirement Plan · Sponsored by The New England College of Optometry · Massachusetts · Educational Services
$41M in assets, 138 participants
The New England College of Optometry's The New England College of Optometry Defined Contribution Retirement Plan reported $41M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #3,005 in Educational Services (4,024 peers)
Coverage in Massachusetts
The New England College of Optometry Defined Contribution Retirement Plan covers 138 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $41M.
- #3,005
- in Educational Services (4,024 peers)
- -20.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The New England College of Optometry Defined Contribution Retirement Plan's outsized position by total assets
The New England College of Optometry Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$41,103,606 Top 14% higher than 86% 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
The New England College of Optometry Defined Contribution 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. The New England College of Optometry Defined Contribution Retirement Plan sits mid-pack in the medium band (138 participants).
Form 5500 schedule snapshot
Filing strip 041591060 · The New England College of Optometry PY 2022 · Other
The New England College of Optometry Defined Contribution Retirement Plan · $41M · 138 · 86th
- BOOK $41M
- VS-ST 138
- BOY 86th
- SCH Other
- EBSA near Mental Health Center of Denver Retirement Plan
- PART ind #3005
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 →
The New England College of Optometry Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | -$11M |
| Employer EIN | 041591060 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The New England College of Optometry)
Sponsor-wide plan assets over time
All The New England College of Optometry plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 20.175261508686123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $41M |
| 2023 | 1 | 146 | $46M |
| 2024 | 1 | 195 | $49M |
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
The New England College of Optometry Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mental Health Center of Denver Retirement Plan in CO ($41M); by covered participants it is Harvesters 403b Plan in MO (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Harvesters 403b Plan (MO) 138 · 0 off
- Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program (MO) 138 · 0 off
- Santa Fe Christian Schools 403(b) Plan (CA) 138 · 0 off
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan (MT) 138 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.