Other · DOL Form 5500 · 2022

Smith College Retirement Plan

Data updated 2026-08-25

$520M
Total assets Above avg plan size
1,646
Participants Near avg headcount
98th
Percentile by assets National rank
$315,954
Avg per participant High balance/head
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Official DOL plan name: Smith College Defined Contribution Retirement Plan · Sponsored by Smith College · Massachusetts · Educational Services

$520M in assets, 1,646 participants

Smith College's Smith College Defined Contribution Retirement Plan reported $520M in total assets and 1,646 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,907 in Educational Services (4,024 peers)

Coverage in Massachusetts

Smith College Defined Contribution Retirement Plan covers 1,646 participants in Massachusetts, 2.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $520M.

#3,907
in Educational Services (4,024 peers)
-17.1%
assets change YoY
5.2×
vs typical plan assets (national mean)

The plan reported a net loss of $107M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smith College Defined Contribution Retirement Plan's outsized position by total assets

Smith College Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$520,060,712 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Smith College Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith College Defined Contribution Retirement Plan lands in the large band (1,646 participants).

Published 5500 schedule card

Filing strip 041843040 · Smith College PY 2022 · Other

Smith College Defined Contribution Retirement Plan · $520M · 1,646 · 98th

  • PHOTO $520M
  • IND 1,646
  • EOY 98th
  • 5500 Other
  • ASSETS near IBEW Local 351 Surety Plan
  • PCT ind #3907

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 →

Smith College Defined Contribution Retirement Plan in the asset neighbourhood

Smith College Defined Contribution Retirement PlanSmith College Defined Contri…$520MIBEW Local 351 Surety Plan$520MSt. Charles Health System Retirement PlanSt. Charles Health System Re…$519MBallad Health 403(b) Plan$517MNebraska Medicine Retirement Plan - Employee ContributionsNebraska Medicine Retirement…$517M
End-of-year total assets ($M) among Smith College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$627M
Net Assets (End of Year)$520M
Net Income-$107M
Employer EIN041843040
Plan Effective Date1926-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith College)

Sponsor-wide plan assets over time

All Smith College plans reported in each filing year

Latest sponsor-wide plan assets
$629M 20.8806138387935% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $520M $629M ▲ +20.9%
Year Plans Participants Total Assets
2022 1 1,646 $520M
2023 1 1,843 $583M
2024 1 1,862 $629M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Smith College Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Smith College Defined Contribution Retirement Plan, Total assets ($B): 0.520060712 · Participants: 1646Smith College Defined Contribution Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Smith College Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Smith College Defined Contribution Retirement Plan side-by-side with 3 peers →

Smith College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is IBEW Local 351 Surety Plan in NJ ($520M); by covered participants it is Vassar College 403(b) Retirement Plan in NY (1,639 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($520M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,646 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.

Frequently Asked Questions

How did Smith College Defined Contribution Retirement Plan assets move in 2022? ▼
Smith College Defined Contribution Retirement Plan declined sharply - down 17.1% during 2022, from $627M to $520M. Reported net income was -$107M.
How have Smith College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith College's sponsor-wide assets grew 20.9%, from $520M to $629M.
Where does Smith College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Smith College Defined Contribution Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Smith College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is IBEW Local 351 Surety Plan in NJ ($520M, 2,375 participants).
Which Other plans cover a similar participant headcount to Smith College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Vassar College 403(b) Retirement Plan in NY (1,639 participants, $464M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041843040.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.