Other · DOL Form 5500 · 2022
Trustees of Mount Holyoke College Retirement Plan
Data updated 2026-08-11
- $364M
- Total assets
- 1,399
- Participants
- 97th
- Percentile by assets
- $260,063
- Avg per participant
Official DOL plan name: Mount Holyoke College Defined Contribution Retirement Plan · Sponsored by Trustees of Mount Holyoke College · Massachusetts · Educational Services
$364M in assets, 1,399 participants
Trustees of Mount Holyoke College's Mount Holyoke College Defined Contribution Retirement Plan reported $364M in total assets and 1,399 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #3,857 in Educational Services (4,024 peers)
Coverage in Massachusetts
Mount Holyoke College Defined Contribution Retirement Plan covers 1,399 participants in Massachusetts, 2.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $364M.
- $364M
- total plan assets (2022 EOY)
- 1,399
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $260,063
- avg assets per participant
The plan reported a net loss of $65M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Mount Holyoke College Defined Contribution Retirement Plan reports 1,399 participants - 2.1x that state average ($364M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $429M |
|---|---|
| Net Assets (End of Year) | $364M |
| Net Income | -$65M |
| Employer EIN | 042103578 |
| Plan Effective Date | 1921-07-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Mount Holyoke College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,495 | $378M |
| 2023 | 2 | 1,387 | $408M |
| 2024 | 2 | 1,344 | $434M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Mount Holyoke College Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mount Holyoke College Defined Contribution Retirement Plan by total assets, not by location.
- Loyola University Maryland Retirement Plan (MD) $362M · 1,385
- Washington and Lee University Defined Contribution Plan (VA) $365M · 1,209
- Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund (IL) $360M · 2,370
- Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) (MI) $360M · 898
Frequently Asked Questions
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Filing takeaways
Ways to act on Mount Holyoke College Defined Contribution Retirement Plan's numbers.
- By total assets, Mount Holyoke College Defined Contribution 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 Massachusetts. Compare plans
- Trustees of Mount Holyoke College's sponsor-wide assets have grown 14.9% since 2022 across 3 plan years on file. More Educational Services plans