Money Purchase · DOL Form 5500 · 2022

President and Trustees of Bates College Money Purchase Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
720
Participants Below avg headcount
94th
Percentile by assets National rank
$190,284
Avg per participant Above avg balance/head
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Official DOL plan name: Bates College Money Purchase Pension Plan · Sponsored by President and Trustees of Bates College · Maine · Educational Services

$137M in assets, 720 participants

President and Trustees of Bates College's Bates College Money Purchase Pension Plan reported $137M in total assets and 720 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.

  • #3,616 in Educational Services (4,024 peers)

Where Bates College Money Purchase Pension Plan sits by assets

Bates College Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $137M for 720 participants (~$190,284/participant), down 12.8% in 2022.

#3,616
in Educational Services (4,024 peers)
-12.8%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bates College Money Purchase Pension Plan's outsized position by total assets

Bates College Money Purchase Pension Plan vs every filed plan by assets

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

$137,004,231 Top 6% higher than 94% 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

Bates College Money Purchase Pension 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. Bates College Money Purchase Pension Plan sits mid-pack in the medium band (720 participants).

EBSA filing schedule strip

Filing strip 010211781 · President and Trustees of Bates College PY 2022 · Money Purchase

Bates College Money Purchase Pension Plan · $137M · 720 · 94th

  • EBSA $137M
  • EBSA 720
  • EBSA 94th
  • EBSA Money Purchase
  • EBSA near Greater Texas IBEW NECA Annuity Plan
  • EBSA ind #3616

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 Maine →

Bates College Money Purchase Pension Plan in the asset neighbourhood

Plumbers & Pipefitters Local Union No. 286 Money Purchase PlanPlumbers & Pipefitters Local…$139MIBEW Local 363-Money Purchase Pension PlanIBEW Local 363-Money Purchas…$138MPediatric Academic Association, Inc. Defined Contribution PlanPediatric Academic Associati…$138MBates College Money Purchase Pension PlanBates College Money Purchase…$137MGreater Texas IBEW NECA Annuity PlanGreater Texas IBEW NECA Annu…$137M
End-of-year total assets ($M) among Bates College Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$137M
Net Income-$20M
Employer EIN010211781
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (President and Trustees of Bates College)

Sponsor-wide plan assets over time

All President and Trustees of Bates College plans reported in each filing year

Latest sponsor-wide plan assets
$350M 28.408847842079027% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $272M $350M ▲ +28.4%
Year Plans Participants Total Assets
2022 2 1,684 $272M
2023 2 1,664 $312M
2024 2 1,754 $350M

Nearby Money Purchase Plans in Maine

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

Bates College Money Purchase Pension Plan vs. nearby Money Purchase plans in Maine, assets vs. participants Scatter plot of 5 data points. -1000010002000300040005000 -50050100150200250 Total assets ($M) Participants Bates College Money Purchase Pension Plan, Total assets ($M): 137.004231 · Participants: 720Bates College Money Purchase Pension PlanBowdoin College Retirement Plan, Total assets ($M): 222.769815 · Participants: 841Bowdoin College Retirement PlanMainegeneral Health Retirement Income Plan, Total assets ($M): 70.659565 · Participants: 4330Mainegeneral Health Retirement Income PlanVerrill Dana LLP Pension Plan, Total assets ($M): 43.953863 · Participants: 214Verrill Dana LLP Pension PlanNortheast Radiation Oncology Pension Plan, Total assets ($M): 2.225973 · Participants: 4Northeast Radiation Oncology Pension Plan
Bates College Money Purchase Pension Plan vs. nearby Money Purchase plans in Maine, assets vs. participants
Compare Bates College Money Purchase Pension Plan side-by-side with 3 peers →

Bates College Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maine, the nearest Money Purchase by assets is Greater Texas IBEW NECA Annuity Plan in TX ($137M); by covered participants it is United Plant & Production Workers L175 Annuity Fund in NY (720 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 Bates College Money Purchase Pension Plan assets move in 2022? ▼
Bates College Money Purchase Pension Plan pulled back noticeably - down 12.8% during 2022, from $157M to $137M. Reported net income was -$20M.
How have President and Trustees of Bates College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), President and Trustees of Bates College's sponsor-wide assets grew 28.4%, from $272M to $350M.
Where does Bates College Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Bates College Money Purchase Pension Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Bates College Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Greater Texas IBEW NECA Annuity Plan in TX ($137M, 3,298 participants).
Which Money Purchase plans cover a similar participant headcount to Bates College Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is United Plant & Production Workers L175 Annuity Fund in NY (720 participants, $31M in assets).

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 010211781.

Read our methodology - how this data is sourced, computed, and verified.

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