Money Purchase · DOL Form 5500 · 2022
President and Trustees of Bates College Money Purchase Plan
Data updated 2026-08-11
- $137M
- Total assets
- 720
- Participants
- 94th
- Percentile by assets
- $190,284
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $137M
- total plan assets (2022 EOY)
- 720
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $190,284
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Bates College Money Purchase Pension Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $157M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | -$20M |
| Employer EIN | 010211781 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (President and Trustees of Bates College)
| 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
- Bowdoin College Retirement Plan $223M · 841
- Mainegeneral Health Retirement Income Plan $71M · 4,330
- Verrill Dana LLP Pension Plan $44M · 214
- Northeast Radiation Oncology Pension Plan $2M · 4
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Bates College Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Bates College Money Purchase Pension Plan assets move in 2022? ▼
How have President and Trustees of Bates College plan assets changed over time? ▼
Where does Bates College Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Bates College Money Purchase Pension Plan? ▼
Next read for Bates College Money Purchase Pension Pla…
Scale reading
Ways to act on Bates College Money Purchase Pension Plan's numbers.
- By total assets, Bates College Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Maine. Compare plans
- President and Trustees of Bates College's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Educational Services plans