Other · DOL Form 5500 · 2022
Hobart and William Smith Colleges Retirement Plan
Data updated 2026-08-11
- $209M
- Total assets
- 704
- Participants
- 96th
- Percentile by assets
- $296,330
- Avg per participant
Official DOL plan name: Hobart and William Smith Colleges Retirement Plan · Sponsored by Hobart and William Smith Colleges · New York · Educational Services
$209M in assets, 704 participants
Hobart and William Smith Colleges's Hobart and William Smith Colleges Retirement Plan reported $209M in total assets and 704 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 139,126 plans)
- #3,743 in Educational Services (4,024 peers)
Where Hobart and William Smith Colleges Retirement Plan sits by assets
Hobart and William Smith Colleges Retirement Plan sits in the top 5% of all filed plans by assets, $209M for 704 participants (~$296,330/participant), down 15.4% in 2022.
- $209M
- total plan assets (2022 EOY)
- 704
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $296,330
- avg assets per participant
The plan reported a net loss of $38M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hobart and William Smith Colleges Retirement Plan vs the 2022 asset distribution
By assets, Hobart and William Smith Colleges Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $247M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | -$38M |
| Employer EIN | 160743040 |
| Plan Effective Date | 1937-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hobart and William Smith Colleges)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 704 | $209M |
| 2023 | 1 | 742 | $229M |
| 2024 | 1 | 634 | $241M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Hobart and William Smith Colleges Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Hobart and William Smith Colleges Retirement Plan by total assets, not by location.
- La Salle University Defined Contribution and Tax- Deferred Annuity Plan (PA) $209M · 1,193
- Valparaiso University Retirement Plan (IN) $209M · 720
- Bridgeport Hospital Tax Sheltered Annuity Plan (CT) $210M · 4,377
- Brown Physicians, Inc. 403(b) Plan (RI) $208M · 973
Frequently Asked Questions
How did Hobart and William Smith Colleges Retirement Plan assets move in 2022? ▼
How have Hobart and William Smith Colleges plan assets changed over time? ▼
Where does Hobart and William Smith Colleges Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Hobart and William Smith Colleges Retire…
Scale reading
Ways to act on Hobart and William Smith Colleges Retirement Plan's numbers.
- By total assets, Hobart and William Smith Colleges Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Hobart and William Smith Colleges's sponsor-wide assets have grown 15.3% since 2022 across 3 plan years on file. More Educational Services plans