Other · DOL Form 5500 · 2022
Trustees of Hampshire College Retirement Plan
Data updated 2026-08-25
- $142M
- Total assets Near avg plan size
- 256
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $553,952
- Avg per participant High balance/head
Official DOL plan name: Hampshire College 403(b) Retirement Plan · Sponsored by Trustees of Hampshire College · Massachusetts · Educational Services
$142M in assets, 256 participants
Trustees of Hampshire College's Hampshire College 403(b) Retirement Plan reported $142M in total assets and 256 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #3,625 in Educational Services (4,024 peers)
Coverage in Massachusetts
Hampshire College 403(b) Retirement Plan covers 256 participants in Massachusetts, about 39% of the average Massachusetts filer (state average ~659 per filing). Assets: $142M.
- #3,625
- in Educational Services (4,024 peers)
- -15.4%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hampshire College 403(b) Retirement Plan's outsized position by total assets
Hampshire College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$141,811,675 Top 6% higher than 94% 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
Hampshire College 403(b) 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. Hampshire College 403(b) Retirement Plan sits mid-pack in the medium band (256 participants).
Plan-year Form 5500 strip
Filing strip 046130872 · Trustees of Hampshire College PY 2022 · Other
Hampshire College 403(b) Retirement Plan · $142M · 256 · 94th
- IND $142M
- EOY 256
- 5500 94th
- ASSETS Other
- PCT near Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University
- EIN ind #3625
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 →
Hampshire College 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $142M |
| Net Income | -$26M |
| Employer EIN | 046130872 |
| Plan Effective Date | 1966-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Hampshire College)
Sponsor-wide plan assets over time
All Trustees of Hampshire College plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 13.188193426246464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $142M |
| 2023 | 1 | 246 | $154M |
| 2024 | 1 | 280 | $161M |
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
Hampshire College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in PA ($142M); by covered participants it is San Diego Family Care 403(b) Retirement Plan in CA (256 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142M here).
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University (PA) $142M · 571
- Lawrenceville School Defined Contribution Retirement Plan (NJ) $142M · 462
- Bank Street College of Education Defined Contribution Plan (NY) $143M · 528
- Arcadia University Defined Contribution Retirement Plan (PA) $141M · 1,547
Similar participant headcount
Nearest other-state filings by covered participants (256 participants); asset peers above are excluded.
- San Diego Family Care 403(b) Retirement Plan (CA) 256 · 0 off
- Employee Benefit Plan of Easter Seals Rehabilitation Center, Inc. (IN) 256 · 0 off
- Trinity Episcopal School Corporation Tax Deferred Annuity Plan (NY) 256 · 0 off
- Chadron Community Hospital and Health Services Tax Deferred Annuity Plan (NE) 256 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.