Other · DOL Form 5500 · 2022
Harvey Mudd College Retirement Plan
Data updated 2026-08-25
- $164M
- Total assets Near avg plan size
- 418
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $392,762
- Avg per participant High balance/head
Official DOL plan name: Harvey Mudd College Academic Retirement Plan · Sponsored by Harvey Mudd College · California · Educational Services
$164M in assets, 418 participants
Harvey Mudd College's Harvey Mudd College Academic Retirement Plan reported $164M in total assets and 418 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #3,673 in Educational Services (4,024 peers)
Where Harvey Mudd College Academic Retirement Plan sits by assets
Harvey Mudd College Academic Retirement Plan sits in the top 5% of all filed plans by assets, $164M for 418 participants (~$392,762/participant), down 13.3% in 2022.
- #3,673
- in Educational Services (4,024 peers)
- -13.3%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harvey Mudd College Academic Retirement Plan's outsized position by total assets
Harvey Mudd College Academic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$164,174,525 Top 5% higher than 95% 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
Harvey Mudd College 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. Harvey Mudd College Academic Retirement Plan sits mid-pack in the medium band (418 participants).
DOL schedule card
Filing strip 951911219 · Harvey Mudd College PY 2022 · Other
Harvey Mudd College Academic Retirement Plan · $164M · 418 · 95th
- PHOTO $164M
- IND 418
- EOY 95th
- 5500 Other
- ASSETS near Union Health 403(b)Retirement Plan
- PCT ind #3673
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 →
Harvey Mudd College Academic Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $164M |
| Net Income | -$25M |
| Employer EIN | 951911219 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvey Mudd College)
Sponsor-wide plan assets over time
All Harvey Mudd College plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 24.688572115558124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $164M |
| 2023 | 1 | 448 | $186M |
| 2024 | 1 | 468 | $205M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Harvey Mudd College Academic Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Union Health 403(b)Retirement Plan in IN ($164M); by covered participants it is Carthage College Defined Contribution Plan in WI (418 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($164M here).
- Union Health 403(b)Retirement Plan (IN) $164M · 3,104
- Concordia College Retirement Plan (MN) $164M · 619
- Womans Hospital Foundation 403(b) Retirement Savings Plan (LA) $164M · 1,786
- Ethical Culture Fieldston School Defined Contribut Ion Retirement Plan and Ethical Culture Fieldston School Tax Deferred Annuity Plan (NY) $164M · 437
Similar participant headcount
Nearest other-state filings by covered participants (418 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.