Other · DOL Form 5500 · 2022
Elderhostel Inc. Retirement Plan
Data updated 2026-08-11
- $67M
- Total assets
- 281
- Participants
- 90th
- Percentile by assets
- $237,668
- Avg per participant
Official DOL plan name: Road Scholar Retirement Plan · Sponsored by Elderhostel Inc. · Massachusetts · Educational Services
$67M in assets, 281 participants
Elderhostel Inc.'s Road Scholar Retirement Plan reported $67M in total assets and 281 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 139,126 plans)
- #3,291 in Educational Services (4,024 peers)
Coverage in Massachusetts
Road Scholar Retirement Plan covers 281 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $67M.
- $67M
- total plan assets (2022 EOY)
- 281
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $237,668
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Road Scholar Retirement Plan reports 281 participants - about 43% of that state average ($67M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $10M |
| Employer EIN | 042632526 |
| Plan Effective Date | 1978-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elderhostel Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 281 | $67M |
| 2023 | 1 | 566 | $85M |
| 2024 | 1 | 591 | $98M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Road Scholar 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 Road Scholar Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Road Scholar Retirement Plan assets move in 2022? ▼
How have Elderhostel Inc. plan assets changed over time? ▼
Where does Road Scholar Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Road Scholar Retirement Plan? ▼
Next read for Road Scholar Retirement Plan
Filing takeaways
Ways to act on Road Scholar Retirement Plan's numbers.
- By total assets, Road Scholar Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Elderhostel Inc.'s sponsor-wide assets have grown 47.0% since 2022 across 3 plan years on file. More Educational Services plans