Other · DOL Form 5500 · 2022
Bard College Retirement Plan
Data updated 2026-08-25
- $302M
- Total assets Above avg plan size
- 1,067
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $282,705
- Avg per participant High balance/head
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.
- #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.
- #3,820
- in Educational Services (4,024 peers)
- -12.5%
- assets change YoY
- 3.0×
- 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.
Bard College/Simons Rock 403(b) Plan's outsized position 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'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. Bard College/Simons Rock 403(b) Plan lands in the large band (1,067 participants).
Published 5500 schedule card
Filing strip 141713034 · Bard College PY 2022 · Other
Bard College/Simons Rock 403(b) Plan · $302M · 1,067 · 97th
- RANK $302M
- RANK 1,067
- RANK 97th
- RANK Other
- RANK near Capital Health System Retirement Savings & Investment Plan
- RANK ind #3820
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 →
Bard College/Simons Rock 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bard College plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 25.716446586037158% vs 2022
- 2024 filing year
| 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.
- 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
Bard College/Simons Rock 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Capital Health System Retirement Savings & Investment Plan in NJ ($302M); by covered participants it is Campbell University Defined Contribution Retirement Plan in NC (1,066 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($302M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,067 participants); asset peers above are excluded.
- Campbell University Defined Contribution Retirement Plan (NC) 1,066 · 1 off
- Fairleigh Dickinson University Defined Contribution Plan (NJ) 1,068 · 1 off
- NECA Local 145 IBEW Annuity and Profit Sharing Pla (IL) 1,066 · 1 off
- Quinnipiac University Tax Deferred Annuity Plan (CT) 1,069 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.