Other · DOL Form 5500 · 2022
President and Trustees of Bates College Retirement Plan
Data updated 2026-08-11
- $135M
- Total assets
- 964
- Participants
- 94th
- Percentile by assets
- $140,355
- Avg per participant
Official DOL plan name: Bates College 403(b) Retirement Plan · Sponsored by President and Trustees of Bates College · Maine · Educational Services
$135M in assets, 964 participants
President and Trustees of Bates College's Bates College 403(b) Retirement Plan reported $135M in total assets and 964 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)
- #3,609 in Educational Services (4,024 peers)
Coverage in Maine
Bates College 403(b) Retirement Plan covers 964 participants in Maine, 2.0x the typical Maine plan (state average ~472 per filing). Assets: $135M.
- $135M
- total plan assets (2022 EOY)
- 964
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $140,355
- avg assets per participant
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Bates College 403(b) Retirement Plan sits by total assets
Bates College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$135,301,895 Top 6% higher than 94% 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
Participants vs Maine filers
In Maine, the average filing covers about 472 participants across 561 plans. Bates College 403(b) Retirement Plan reports 964 participants - 2.0x that state average ($135M EOY assets).
Maine filing particulars
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | -$19M |
| Employer EIN | 010211781 |
| Plan Effective Date | 1971-04-01 |
| 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 Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
Bates College 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
- Mainehealth 403(b) Retirement Plan $1.8B · 21,547
- Northern Light Health Retirement Partnership 403(b) Plan $938M · 11,671
- Jax 403(b) Retirement Plan $438M · 2,458
- Mainegeneral Health 403(b) Retirement Plan $325M · 4,592
- Colby College Retirement Plan $248M · 894
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bates College 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Bates College 403(b) Retirement Plan assets move in 2022? ▼
How have President and Trustees of Bates College plan assets changed over time? ▼
Where does Bates College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Bates College 403(b) Retirement Plan? ▼
Next read for Bates College 403(b) Retirement Plan
Filing takeaways
Ways to act on Bates College 403(b) Retirement Plan's numbers.
- By total assets, Bates College 403(b) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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