Other · DOL Form 5500 · 2022
College of Our Lady of the Elms Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 429
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $64,689
- Avg per participant Low balance/head
Official DOL plan name: Elms College Retirement Savings Plan · Sponsored by College of Our Lady of the Elms · Massachusetts · Educational Services
$28M in assets, 429 participants
College of Our Lady of the Elms's Elms College Retirement Savings Plan reported $28M in total assets and 429 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,707 in Educational Services (4,024 peers)
Where Elms College Retirement Savings Plan sits by assets
Elms College Retirement Savings Plan sits in the top quartile of all filed plans by assets, $28M for 429 participants (~$64,689/participant), down 15.2% in 2022.
- #2,707
- in Educational Services (4,024 peers)
- -15.2%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Elms College Retirement Savings Plan's outsized position by total assets
Elms College Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,751,401 Top 18% higher than 82% 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
Elms College Retirement Savings 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. Elms College Retirement Savings Plan sits mid-pack in the medium band (429 participants).
Published 5500 schedule card
Filing strip 042225850 · College of Our Lady of the Elms PY 2022 · Other
Elms College Retirement Savings Plan · $28M · 429 · 82nd
- IND $28M
- EOY 429
- 5500 82nd
- ASSETS Other
- PCT near The Walker School Defined Contribution Retirement Plan
- EIN ind #2707
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 →
Elms College Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 042225850 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College of Our Lady of the Elms)
Sponsor-wide plan assets over time
All College of Our Lady of the Elms plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 24.41279270909602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 429 | $28M |
| 2023 | 1 | 490 | $32M |
| 2024 | 1 | 433 | $35M |
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
Elms College Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Walker School Defined Contribution Retirement Plan in GA ($28M); by covered participants it is Area Agency on Aging of Northwest Arkansas, Inc. Retirement Plan in AR (429 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (429 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.