Other · DOL Form 5500 · 2022

Hamilton College Retirement Plan

Data updated 2026-08-25

$290M
Total assets Near avg plan size
701
Participants Below avg headcount
97th
Percentile by assets National rank
$413,331
Avg per participant High balance/head
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Official DOL plan name: Hamilton College 403(b) Retirement Plan · Sponsored by Hamilton College · New York · Educational Services

$290M in assets, 701 participants

Hamilton College's Hamilton College 403(b) Retirement Plan reported $290M in total assets and 701 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.

  • #3,811 in Educational Services (4,024 peers)

Where Hamilton College 403(b) Retirement Plan sits by assets

Hamilton College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $290M for 701 participants (~$413,331/participant), down 13.0% in 2022.

#3,811
in Educational Services (4,024 peers)
-13.0%
assets change YoY
2.9×
vs typical plan assets (national mean)

The plan reported a net loss of $43M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hamilton College 403(b) Retirement Plan's outsized position by total assets

Hamilton College 403(b) Retirement Plan vs every filed plan by assets

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

$289,745,295 Top 3% higher than 97% 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

Hamilton 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. Hamilton College 403(b) Retirement Plan sits mid-pack in the medium band (701 participants).

Published 5500 schedule card

Filing strip 150532200 · Hamilton College PY 2022 · Other

Hamilton College 403(b) Retirement Plan · $290M · 701 · 97th

  • PART $290M
  • TYPE 701
  • NET 97th
  • BOOK Other
  • VS-ST near Kpmg Personal Account for Retirement
  • BOY ind #3811

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 New York →

Hamilton College 403(b) Retirement Plan in the asset neighbourhood

Furman University Defined Contribution and Tax Deferred Annuity Retirement PlanFurman University Defined Co…$291MRider University Defined Contribution Retirement PlanRider University Defined Con…$291MHamilton College 403(b) Retirement PlanHamilton College 403(b) Reti…$290MKpmg Personal Account for RetirementKpmg Personal Account for Re…$289MMichigan Independent Colleges and Universities 403(b) Multiple Employer PlanMichigan Independent College…$288M
End-of-year total assets ($M) among Hamilton College 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$333M
Net Assets (End of Year)$290M
Net Income-$43M
Employer EIN150532200
Plan Effective Date1920-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton College)

Sponsor-wide plan assets over time

All Hamilton College plans reported in each filing year

Latest sponsor-wide plan assets
$352M 21.402692319818343% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $290M $352M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 701 $290M
2023 1 700 $329M
2024 1 748 $352M

Nearby Other Plans in New York

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

Hamilton College 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Hamilton College 403(b) Retirement Plan, Total assets ($B): 0.289745295 · Participants: 701Hamilton College 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Hamilton College 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Hamilton College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Kpmg Personal Account for Retirement in NJ ($289M); by covered participants it is Hospice of Michigan Retirement Savings Plan in MI (701 participants). Same-state nearby plans are listed separately above.

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 Hamilton College 403(b) Retirement Plan assets move in 2022?
Hamilton College 403(b) Retirement Plan pulled back noticeably - down 13.0% during 2022, from $333M to $290M. Reported net income was -$43M.
How have Hamilton College plan assets changed over time?
Across 3 plan years on file (2022-2024), Hamilton College's sponsor-wide assets grew 21.4%, from $290M to $352M.
Where does Hamilton College 403(b) Retirement Plan rank by assets among Form 5500 filers?
Hamilton College 403(b) Retirement Plan ranks in the 97th 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 Hamilton College 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Kpmg Personal Account for Retirement in NJ ($289M, 600 participants).
Which Other plans cover a similar participant headcount to Hamilton College 403(b) Retirement Plan?
Among Other plans in other states, the closest by covered participants is Hospice of Michigan Retirement Savings Plan in MI (701 participants, $34M in assets).