Other · DOL Form 5500 · 2022

The President & Trustees of Colby College Retirement Plan

Data updated 2026-08-25

$248M
Total assets Near avg plan size
894
Participants Near avg headcount
96th
Percentile by assets National rank
$277,712
Avg per participant High balance/head
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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.

  • #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.

#3,779
in Educational Services (4,024 peers)
-14.4%
assets change YoY
2.5×
vs typical plan assets (national mean)

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.

Colby College Retirement Plan's outsized position by total assets

Colby College Retirement Plan vs every filed plan by assets

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

$248,274,179 Top 4% higher than 96% 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

Colby College 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. Colby College Retirement Plan sits mid-pack in the medium band (894 participants).

EBSA filing schedule strip

Filing strip 010211497 · The President & Trustees of Colby College PY 2022 · Other

Colby College Retirement Plan · $248M · 894 · 96th

  • BOY $248M
  • BOY 894
  • BOY 96th
  • BOY Other
  • BOY near Drake University Mandatory Tax-Deferred Annuity Retirement Plan
  • BOY ind #3779

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 Maine →

Colby College Retirement Plan in the asset neighbourhood

Medical Faculty Associates 403(b) PlanMedical Faculty Associates 4…$250MDrake University Mandatory Tax-Deferred Annuity Retirement PlanDrake University Mandatory T…$249MColby College Retirement Plan$248MManhattan College Defined Contribution Retirement PlanManhattan College Defined Co…$247MGarnet Health Medical Center 403(b) Retirement Savings PlanGarnet Health Medical Center…$247M
End-of-year total assets ($M) among Colby College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The President & Trustees of Colby College plans reported in each filing year

Latest sponsor-wide plan assets
$297M 19.636958300041343% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $248M $297M ▲ +19.6%
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 Scatter plot of 6 data points. -50000500010000150002000025000 00.511.52 Total assets ($B) Participants Colby College Retirement Plan, Total assets ($B): 0.248274179 · Participants: 894Colby College Retirement PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 1.77927406 · Participants: 21547Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 0.937634941 · Participants: 11671Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.437984728 · Participants: 2458Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.32539549 · Participants: 4592Mainegeneral Health 403(b) Retirement PlanUniversity of New England Defined Contribution Plan, Total assets ($B): 0.19745556 · Participants: 1071University of New England Defined Contribution Plan
Colby College Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Colby College Retirement Plan side-by-side with 3 peers →

Colby College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Drake University Mandatory Tax-Deferred Annuity Retirement Plan in IA ($249M); by covered participants it is Tax Deferred Annuity Plan in NJ (893 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (894 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 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).
Which Other plans cover a similar participant headcount to Colby College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tax Deferred Annuity Plan in NJ (893 participants, $2M 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 010211497.

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.