Other · DOL Form 5500 · 2022

The Claremont Colleges Services Retirement Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
381
Participants Below avg headcount
88th
Percentile by assets National rank
$138,205
Avg per participant Near avg balance/head
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Official DOL plan name: The Claremont Colleges, Inc. Academic Retirement Plan · Sponsored by The Claremont Colleges Services · California · Educational Services

$53M in assets, 381 participants

The Claremont Colleges Services's The Claremont Colleges, Inc. Academic Retirement Plan reported $53M in total assets and 381 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #3,161 in Educational Services (4,024 peers)

Where The Claremont Colleges, Inc. Academic Retirement Plan sits by assets

The Claremont Colleges, Inc. Academic Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 381 participants (~$138,205/participant), down 12.3% in 2022.

#3,161
in Educational Services (4,024 peers)
-12.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Claremont Colleges, Inc. Academic Retirement Plan's outsized position by total assets

The Claremont Colleges, Inc. Academic Retirement Plan vs every filed plan by assets

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

$52,656,205 Top 12% higher than 88% 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

The Claremont Colleges, Inc. Academic 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. The Claremont Colleges, Inc. Academic Retirement Plan sits mid-pack in the medium band (381 participants).

DOL schedule card

Filing strip 954786748 · The Claremont Colleges Services PY 2022 · Other

The Claremont Colleges, Inc. Academic Retirement Plan · $53M · 381 · 88th

  • 5500 $53M
  • ASSETS 381
  • PCT 88th
  • EIN Other
  • RANK near Retirement Plan for Employees of Lenoir-Rhyne University
  • PHOTO ind #3161

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 California →

The Claremont Colleges, Inc. Academic Retirement Plan in the asset neighbourhood

Retirement Plan for Employees of Lenoir-Rhyne UniversityRetirement Plan for Employee…$53MThe Claremont Colleges, Inc. Academic Retirement PlanThe Claremont Colleges, Inc.…$53MNew York Public Radio Retirement PlanNew York Public Radio Retire…$53MRetirement Savings 403(b) Plan for Employees of Presbyterian HomesRetirement Savings 403(b) Pl…$53MSt. Bernards School Employee Retirement PlanSt. Bernards School Employee…$52M
End-of-year total assets ($M) among The Claremont Colleges, Inc. Academic Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$53M
Net Income-$7M
Employer EIN954786748
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Claremont Colleges Services)

Sponsor-wide plan assets over time

All The Claremont Colleges Services plans reported in each filing year

Latest sponsor-wide plan assets
$65M 24.37914771867817% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.7M $65.5M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 381 $53M
2023 1 419 $61M
2024 1 439 $65M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

The Claremont Colleges, Inc. Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants The Claremont Colleges, Inc. Academic Retirement Plan, Total assets ($B): 0.052656205 · Participants: 381The Claremont Colleges, Inc. Academic Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
The Claremont Colleges, Inc. Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Claremont Colleges, Inc. Academic Retirement Plan side-by-side with 3 peers →

The Claremont Colleges, Inc. Academic Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Retirement Plan for Employees of Lenoir-Rhyne University in NC ($53M); by covered participants it is Capital University 403(b) Retirement Plan in OH (381 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (381 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 The Claremont Colleges, Inc. Academic Retirement Plan assets move in 2022? ▼
The Claremont Colleges, Inc. Academic Retirement Plan pulled back noticeably - down 12.3% during 2022, from $60M to $53M. Reported net income was -$7M.
How have The Claremont Colleges Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Claremont Colleges Services's sponsor-wide assets grew 24.4%, from $53M to $65M.
Where does The Claremont Colleges, Inc. Academic Retirement Plan rank by assets among Form 5500 filers? ▼
The Claremont Colleges, Inc. Academic Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Claremont Colleges, Inc. Academic Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan for Employees of Lenoir-Rhyne University in NC ($53M, 534 participants).
Which Other plans cover a similar participant headcount to The Claremont Colleges, Inc. Academic Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Capital University 403(b) Retirement Plan in OH (381 participants, $155M 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 954786748.

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.