Other · DOL Form 5500 · 2022

President and Trustees of Bates College Retirement Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
964
Participants Near avg headcount
94th
Percentile by assets National rank
$140,355
Avg per participant Near avg balance/head
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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.

  • #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.

#3,609
in Educational Services (4,024 peers)
-12.1%
assets change YoY
1.4×
vs typical plan assets (national mean)

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.

Bates College 403(b) Retirement Plan's outsized position 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

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 403(b) Retirement 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 403(b) Retirement Plan sits mid-pack in the medium band (964 participants).

Published 5500 schedule card

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

Bates College 403(b) Retirement Plan · $135M · 964 · 94th

  • PART $135M
  • PART 964
  • PART 94th
  • PART Other
  • PART near Monongalia Health System Retirement and Savings Plan
  • PART ind #3609

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 403(b) Retirement Plan in the asset neighbourhood

Illinois Wesleyan University 403(b) Retirement PlanIllinois Wesleyan University…$135MBates College 403(b) Retirement PlanBates College 403(b) Retirem…$135MMonongalia Health System Retirement and Savings PlanMonongalia Health System Ret…$135MThe Cooper Union Defined Contribution Retirement PlanThe Cooper Union Defined Con…$135MThe Goucher College Defined Contribution Retirement PlanThe Goucher College Defined …$135M
End-of-year total assets ($M) among Bates College 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Maine filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$135M
Net Income-$19M
Employer EIN010211781
Plan Effective Date1971-04-01
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 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 Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Bates College 403(b) Retirement Plan, Total assets ($B): 0.135301895 · Participants: 964Bates College 403(b) Retirement PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 1.77927406 · Participants: 21547Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 0.937634941 · Participants: 11671Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.437984728 · Participants: 2458Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.32539549 · Participants: 4592Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.248274179 · Participants: 894Colby College Retirement Plan
Bates College 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Bates College 403(b) Retirement Plan side-by-side with 3 peers →

Bates College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Monongalia Health System Retirement and Savings Plan in WV ($135M); by covered participants it is Atsu Employee Retirement Plan in MO (965 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (964 participants); asset peers above are excluded.

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 403(b) Retirement Plan assets move in 2022? ▼
Bates College 403(b) Retirement Plan pulled back noticeably - down 12.1% during 2022, from $154M to $135M. Reported net income was -$19M.
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 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Bates College 403(b) Retirement 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 Other plans are similar in size to Bates College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Monongalia Health System Retirement and Savings Plan in WV ($135M, 2,865 participants).
Which Other plans cover a similar participant headcount to Bates College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Atsu Employee Retirement Plan in MO (965 participants, $170M 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.