Other · DOL Form 5500 · 2022

Elderhostel Inc. Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
281
Participants Below avg headcount
90th
Percentile by assets National rank
$237,668
Avg per participant Above avg balance/head
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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.

  • #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.

#3,291
in Educational Services (4,024 peers)
+16.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Road Scholar Retirement Plan's outsized position by total assets

Road Scholar Retirement Plan vs every filed plan by assets

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

$66,784,593 Top 10% higher than 90% 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

Road Scholar 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. Road Scholar Retirement Plan sits mid-pack in the medium band (281 participants).

Form 5500 schedule snapshot

Filing strip 042632526 · Elderhostel Inc. PY 2022 · Other

Road Scholar Retirement Plan · $67M · 281 · 90th

  • NET $67M
  • NET 281
  • NET 90th
  • NET Other
  • NET near Saint Vincent Retirement Plan
  • NET ind #3291

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 →

Road Scholar Retirement Plan in the asset neighbourhood

Bellevue University Defined Contribution Retirement PlanBellevue University Defined …$67MSaint Vincent Retirement Plan$67MRoad Scholar Retirement Plan$67MHawaii Pacific University 403(b) Retirement PlanHawaii Pacific University 40…$67MGrove City College Savings and Retirement PlanGrove City College Savings a…$67M
End-of-year total assets ($M) among Road Scholar Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$67M
Net Income$10M
Employer EIN042632526
Plan Effective Date1978-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elderhostel Inc.)

Sponsor-wide plan assets over time

All Elderhostel Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 47.019112626770074% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $66.8M $98.2M ▲ +47.0%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Road Scholar Retirement Plan, Total assets ($B): 0.066784593 · Participants: 281Road Scholar 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
Road Scholar Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Road Scholar Retirement Plan side-by-side with 3 peers →

Road Scholar Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Saint Vincent Retirement Plan in PA ($67M); by covered participants it is South Peninsula Hospital 403(b) Plan for Union Employees in AK (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Road Scholar Retirement Plan assets move in 2022? ▼
Road Scholar Retirement Plan grew sharply - up 16.7% during 2022, from $57M to $67M. Reported net income was $10M.
How have Elderhostel Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elderhostel Inc.'s sponsor-wide assets grew 47.0%, from $67M to $98M.
Where does Road Scholar Retirement Plan rank by assets among Form 5500 filers? ▼
Road Scholar Retirement Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Road Scholar Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Saint Vincent Retirement Plan in PA ($67M, 342 participants).
Which Other plans cover a similar participant headcount to Road Scholar Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is South Peninsula Hospital 403(b) Plan for Union Employees in AK (281 participants, $5M 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 042632526.

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.