Other · DOL Form 5500 · 2022
Bard College Retirement Plan
Data updated 2026-08-11
- $302M
- Total assets
- 1,067
- Participants
- 97th
- Percentile by assets
- $282,705
- Avg per participant
Official DOL plan name: Bard College/Simons Rock 403(b) Plan · Sponsored by Bard College · New York · Educational Services
$302M in assets, 1,067 participants
Bard College's Bard College/Simons Rock 403(b) Plan reported $302M in total assets and 1,067 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.
- 97th percentile by assets (of 139,126 plans)
- #3,820 in Educational Services (4,024 peers)
Where Bard College/Simons Rock 403(b) Plan sits by assets
Bard College/Simons Rock 403(b) Plan sits in the top 5% of all filed plans by assets, $302M for 1,067 participants (~$282,705/participant), down 12.5% in 2022.
- $302M
- total plan assets (2022 EOY)
- 1,067
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $282,705
- avg assets per participant
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.
Where Bard College/Simons Rock 403(b) Plan sits by total assets
Bard College/Simons Rock 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$301,646,595 Top 3% higher than 97% 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
Bard College/Simons Rock 403(b) Plan vs the 2022 asset distribution
By assets, Bard College/Simons Rock 403(b) Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $345M |
|---|---|
| Net Assets (End of Year) | $302M |
| Net Income | -$43M |
| Employer EIN | 141713034 |
| Plan Effective Date | 1941-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bard College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,242 | $310M |
| 2023 | 2 | 1,435 | $353M |
| 2024 | 2 | 2,606 | $390M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Bard College/Simons Rock 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bard College/Simons Rock 403(b) Plan by total assets, not by location.
- Capital Health System Retirement Savings & Investment Plan (NJ) $302M · 5,079
- Excela Health 403(b) Retirement Plan (PA) $301M · 4,307
- Lakeland Regional Medical Center 403(b) Plan (FL) $300M · 6,204
- Oak Ridge Associated Universities 403(b) Retirement Plan (TN) $299M · 764
Frequently Asked Questions
How did Bard College/Simons Rock 403(b) Plan assets move in 2022? ▼
How have Bard College plan assets changed over time? ▼
Where does Bard College/Simons Rock 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Bard College/Simons Rock 403(b) Plan? ▼
Next read for Bard College/Simons Rock 403(b) Plan
Scale reading
Ways to act on Bard College/Simons Rock 403(b) Plan's numbers.
- By total assets, Bard College/Simons Rock 403(b) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Bard College's sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Educational Services plans