Other · DOL Form 5500 · 2022

Trustees of Mount Holyoke College Retirement Plan

Data updated 2026-08-25

$364M
Total assets Above avg plan size
1,399
Participants Near avg headcount
97th
Percentile by assets National rank
$260,063
Avg per participant Above avg balance/head
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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.

  • #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.

#3,857
in Educational Services (4,024 peers)
-15.1%
assets change YoY
3.7×
vs typical plan assets (national mean)

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.

Mount Holyoke College Defined Contribution Retirement Plan's outsized position by total assets

Mount Holyoke College Defined Contribution Retirement Plan vs every filed plan by assets

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

$363,828,152 Top 3% higher than 97% 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

Mount Holyoke College Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Holyoke College Defined Contribution Retirement Plan lands in the large band (1,399 participants).

Plan-year Form 5500 strip

Filing strip 042103578 · Trustees of Mount Holyoke College PY 2022 · Other

Mount Holyoke College Defined Contribution Retirement Plan · $364M · 1,399 · 97th

  • RANK $364M
  • RANK 1,399
  • RANK 97th
  • RANK Other
  • RANK near Loyola University Maryland Retirement Plan
  • RANK ind #3857

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 Massachusetts →

Mount Holyoke College Defined Contribution Retirement Plan in the asset neighbourhood

Washington and Lee University Defined Contribution PlanWashington and Lee Universit…$365MMount Holyoke College Defined Contribution Retirement PlanMount Holyoke College Define…$364MLoyola University Maryland Retirement PlanLoyola University Maryland R…$362MLocal Union No. 9 IBEW and Outside Contractors Defined Contribution Pension FundLocal Union No. 9 IBEW and O…$360MTrinity Health Corporation ERISA 403(b) Retirement Plan (Frozen)Trinity Health Corporation E…$360M
End-of-year total assets ($M) among Mount Holyoke College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$429M
Net Assets (End of Year)$364M
Net Income-$65M
Employer EIN042103578
Plan Effective Date1921-07-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Mount Holyoke College)

Sponsor-wide plan assets over time

All Trustees of Mount Holyoke College plans reported in each filing year

Latest sponsor-wide plan assets
$434M 14.907392709273712% vs 2022
2024 filing year
$360M$380M$400M$420M$440M 202220232024 $378M $434M ▲ +14.9%
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 Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Mount Holyoke College Defined Contribution Retirement Plan, Total assets ($B): 0.363828152 · Participants: 1399Mount Holyoke College Defined Contribution Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Mount Holyoke College Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Mount Holyoke College Defined Contribution Retirement Plan side-by-side with 3 peers →

Mount Holyoke College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Loyola University Maryland Retirement Plan in MD ($362M); by covered participants it is Xavier University Defined Contribution Retirement Plan in OH (1,399 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,399 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 Mount Holyoke College Defined Contribution Retirement Plan assets move in 2022? ▼
Mount Holyoke College Defined Contribution Retirement Plan declined sharply - down 15.1% during 2022, from $429M to $364M. Reported net income was -$65M.
How have Trustees of Mount Holyoke College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Mount Holyoke College's sponsor-wide assets grew 14.9%, from $378M to $434M.
Where does Mount Holyoke College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Mount Holyoke College Defined Contribution Retirement Plan ranks in the 97th 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 Mount Holyoke College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Loyola University Maryland Retirement Plan in MD ($362M, 1,385 participants).
Which Other plans cover a similar participant headcount to Mount Holyoke College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Xavier University Defined Contribution Retirement Plan in OH (1,399 participants, $349M 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 042103578.

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.