Other · DOL Form 5500 · 2022

Hobart and William Smith Colleges Retirement Plan

Data updated 2026-08-25

$209M
Total assets Near avg plan size
704
Participants Below avg headcount
96th
Percentile by assets National rank
$296,330
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,743
in Educational Services (4,024 peers)
-15.4%
assets change YoY
2.1×
vs typical plan assets (national mean)

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's outsized position by total assets

Hobart and William Smith Colleges Retirement Plan vs every filed plan by assets

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

$208,616,273 Top 4% higher than 96% 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

Hobart and William Smith Colleges 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. Hobart and William Smith Colleges Retirement Plan sits mid-pack in the medium band (704 participants).

DOL schedule card

Filing strip 160743040 · Hobart and William Smith Colleges PY 2022 · Other

Hobart and William Smith Colleges Retirement Plan · $209M · 704 · 96th

  • BOY $209M
  • BOY 704
  • BOY 96th
  • BOY Other
  • BOY near La Salle University Defined Contribution and Tax- Deferred Annuity Plan
  • BOY ind #3743

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 New York →

Hobart and William Smith Colleges Retirement Plan in the asset neighbourhood

Bridgeport Hospital Tax Sheltered Annuity PlanBridgeport Hospital Tax Shel…$210MValparaiso University Retirement PlanValparaiso University Retire…$209MLa Salle University Defined Contribution and Tax- Deferred Annuity PlanLa Salle University Defined …$209MHobart and William Smith Colleges Retirement PlanHobart and William Smith Col…$209MBrown Physicians, Inc. 403(b) PlanBrown Physicians, Inc. 403(b…$208M
End-of-year total assets ($M) among Hobart and William Smith Colleges Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$247M
Net Assets (End of Year)$209M
Net Income-$38M
Employer EIN160743040
Plan Effective Date1937-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hobart and William Smith Colleges)

Sponsor-wide plan assets over time

All Hobart and William Smith Colleges plans reported in each filing year

Latest sponsor-wide plan assets
$241M 15.289310628226973% vs 2022
2024 filing year
$200M$210M$220M$230M$240M$250M 202220232024 $209M $241M ▲ +15.3%
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 Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Hobart and William Smith Colleges Retirement Plan, Total assets ($B): 0.208616273 · Participants: 704Hobart and William Smith Colleges Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Hobart and William Smith Colleges Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Hobart and William Smith Colleges Retirement Plan side-by-side with 3 peers →

Hobart and William Smith Colleges Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is La Salle University Defined Contribution and Tax- Deferred Annuity Plan in PA ($209M); by covered participants it is Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan in IL (704 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (704 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 Hobart and William Smith Colleges Retirement Plan assets move in 2022? ▼
Hobart and William Smith Colleges Retirement Plan declined sharply - down 15.4% during 2022, from $247M to $209M. Reported net income was -$38M.
How have Hobart and William Smith Colleges plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hobart and William Smith Colleges's sponsor-wide assets grew 15.3%, from $209M to $241M.
Where does Hobart and William Smith Colleges Retirement Plan rank by assets among Form 5500 filers? ▼
Hobart and William Smith Colleges Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Hobart and William Smith Colleges Retirement Plan? ▼
Among Other plans in other states, the closest by assets is La Salle University Defined Contribution and Tax- Deferred Annuity Plan in PA ($209M, 1,193 participants).
Which Other plans cover a similar participant headcount to Hobart and William Smith Colleges Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan in IL (704 participants, $6M 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 160743040.

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.