Other · DOL Form 5500 · 2022

The President & Trustees of Colby College Retirement Plan

Data updated 2026-08-11

$248M
Total assets
894
Participants
96th
Percentile by assets
$277,712
Avg per participant
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Official DOL plan name: Colby College Retirement Plan · Sponsored by The President & Trustees of Colby College · Maine · Educational Services

$248M in assets, 894 participants

The President & Trustees of Colby College's Colby College Retirement Plan reported $248M in total assets and 894 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.

  • 96th percentile by assets (of 139,126 plans)
  • #3,779 in Educational Services (4,024 peers)

Where Colby College Retirement Plan sits by assets

Colby College Retirement Plan sits in the top 5% of all filed plans by assets, $248M for 894 participants (~$277,712/participant), down 14.4% in 2022.

$248M
total plan assets (2022 EOY)
894
covered participants
96th
percentile by assets (of 139,126 plans)
$277,712
avg assets per participant

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Colby College Retirement Plan vs the 2022 asset distribution

By assets, Colby College Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$290M
Net Assets (End of Year)$248M
Net Income-$42M
Employer EIN010211497
Plan Effective Date1935-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The President & Trustees of Colby College)

$240M$260M$280M$300M$320M 202220232024 $248M $297M ▲ +19.6%
Total plan assets by year, all The President & Trustees of Colby College plans on file
Year Plans Participants Total Assets
2022 1 894 $248M
2023 1 916 $278M
2024 1 978 $297M

Nearby Other Plans in Maine

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

Colby College Retirement Plan vs. nearby Other plans in Maine, assets vs. participants

Colby College Retirement Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Colby College Retire…Mainehealth 403(b) R…Northern Light Healt…Jax 403(b) Retiremen…Mainegeneral Health …University of New En…
Colby College Retirement Plan vs. nearby Other plans in Maine, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Colby College Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Colby College Retirement Plan assets move in 2022?
Colby College Retirement Plan pulled back noticeably - down 14.4% during 2022, from $290M to $248M. Reported net income was -$42M.
How have The President & Trustees of Colby College plan assets changed over time?
Across 3 plan years on file (2022-2024), The President & Trustees of Colby College's sponsor-wide assets grew 19.6%, from $248M to $297M.
Where does Colby College Retirement Plan rank by assets among Form 5500 filers?
Colby College Retirement Plan ranks in the 96th 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 Colby College Retirement Plan?
Among Other plans in other states, the closest by assets is Drake University Mandatory Tax-Deferred Annuity Retirement Plan in IA ($249M, 1,182 participants).

Next read for Colby College Retirement Plan

Scale reading

Ways to act on Colby College Retirement Plan's numbers.