ESOP
2022 plan-year ESOP DOL Form 5500

Pine Manor College 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pine Manor College · Massachusetts · Educational Services

What the 2023 filing shows

Pine Manor College 403(b) Plan holds $3M for 94 participants — about $35,106 per participant, down 86.9% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
94
covered participants
$35,106
avg assets per participant
-86.9%
assets change YoY

The plan reported a net loss of $22M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
94
Industry
Educational Services

What the Filing Says About Pine Manor College 403(b) Plan

Pine Manor College 403(b) Plan is a ESOP retirement plan sponsored by Pine Manor College, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 94 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042321292, and the plan has been effective since 1966-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $25M at the beginning of 2022 to $3M at year-end — a decline of 86.9%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-21,816,787 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$25M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-21,816,787
Plan TypeESOP
Employer EIN042321292
Plan Effective Date1966-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Pine Manor College 403(b) Plan?
As of the 2022 Form 5500 filing, Pine Manor College 403(b) Plan holds $3M in total assets with 94 participants. It is sponsored by Pine Manor College.
What type of plan is Pine Manor College 403(b) Plan?
Pine Manor College 403(b) Plan is a ESOP plan. It has been effective since 1966-09-01. The plan is filed with the U.S. Department of Labor under EIN 042321292.
Who sponsors the Pine Manor College 403(b) Plan?
Pine Manor College 403(b) Plan is sponsored by Pine Manor College, located in Massachusetts. The sponsor's EIN is 042321292 and the plan operates in the Educational Services industry.
How did Pine Manor College 403(b) Plan perform in 2022?
Pine Manor College 403(b) Plan declined by 86.9% during 2022, moving from $25M to $3M in total assets. Net income was $-21,816,787.
Where can I find official filings for Pine Manor College 403(b) Plan?
Official Form 5500 filings for Pine Manor College 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042321292 or plan name at efast.dol.gov.
How does Pine Manor College 403(b) Plan compare to other plans?
You can compare Pine Manor College 403(b) Plan against other ESOP plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042321292.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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