Other · DOL Form 5500 · 2022
Claremont Mckenna College Retirement Plan
Data updated 2026-08-25
- $207M
- Total assets Near avg plan size
- 604
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $343,308
- Avg per participant High balance/head
Official DOL plan name: Claremont Mckenna College Academic Retirement Plan · Sponsored by Claremont Mckenna College · California · Educational Services
$207M in assets, 604 participants
Claremont Mckenna College's Claremont Mckenna College Academic Retirement Plan reported $207M in total assets and 604 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.
- #3,739 in Educational Services (4,024 peers)
Where Claremont Mckenna College Academic Retirement Plan sits by assets
Claremont Mckenna College Academic Retirement Plan sits in the top 5% of all filed plans by assets, $207M for 604 participants (~$343,308/participant), down 13.1% in 2022.
- #3,739
- in Educational Services (4,024 peers)
- -13.1%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Claremont Mckenna College Academic Retirement Plan's outsized position by total assets
Claremont Mckenna College Academic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$207,358,311 Top 4% higher than 96% 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
Claremont Mckenna 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. Claremont Mckenna College Academic Retirement Plan sits mid-pack in the medium band (604 participants).
DOL schedule card
Filing strip 951664101 · Claremont Mckenna College PY 2022 · Other
Claremont Mckenna College Academic Retirement Plan · $207M · 604 · 96th
- IND $207M
- EOY 604
- 5500 96th
- ASSETS Other
- PCT near Brown Physicians, Inc. 403(b) Plan
- EIN ind #3739
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 →
Claremont Mckenna College Academic Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $239M |
|---|---|
| Net Assets (End of Year) | $207M |
| Net Income | -$31M |
| Employer EIN | 951664101 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claremont Mckenna College)
Sponsor-wide plan assets over time
All Claremont Mckenna College plans reported in each filing year
- Latest sponsor-wide plan assets
- $259M 24.75017169675924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 604 | $207M |
| 2023 | 1 | 663 | $234M |
| 2024 | 1 | 716 | $259M |
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
Claremont Mckenna College Academic Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Brown Physicians, Inc. 403(b) Plan in RI ($208M); by covered participants it is Spalding University Defined Contribution Retirement Plan in KY (604 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($207M here).
- Brown Physicians, Inc. 403(b) Plan (RI) $208M · 973
- Webster University Defined Contribution Retirement Plan (MO) $207M · 706
- Lowell General Hospital Corp. Inc. 403(b) Retirement (Formerly Lgh Fidelity 403(b) Retirement Savings Plan (MA) $207M · 3,653
- IBEW Local No. 86 Annuity Fund (NY) $208M · 1,122
Similar participant headcount
Nearest other-state filings by covered participants (604 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.