Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF THE COLLEGE OF THE HOLY CROSS

This Defined Benefit (Pension) plan holds $77M in total assets and serves 305 participants as of 2022. It is sponsored by TRUSTEES OF THE COLLEGE OF THE HOLY CROSS in Massachusetts. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$77M
Participants
305
Industry
Educational Services

What the Filing Says About HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES

HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES is a Defined Benefit (Pension) retirement plan sponsored by TRUSTEES OF THE COLLEGE OF THE HOLY CROSS, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $77M in total end-of-year assets and covers 305 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103558, and the plan has been effective since 1959-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $73M at the beginning of 2022 to $77M at year-end — a gain of 4.9%. Net assets (after liabilities) closed the year at $77M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$73M
Total Assets (End of Year)$77M
Net Assets (End of Year)$77M
Net Income$4M
Plan TypeDefined Benefit (Pension)
Employer EIN042103558
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF THE COLLEGE OF THE HOLY CROSS)

Year Plans Participants Total Assets
2022 2 1,243 $411M
2023 2 1,235 $447M
2024 1 933 $402M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES?
As of the 2022 Form 5500 filing, HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES holds $77M in total assets with 305 participants. It is sponsored by TRUSTEES OF THE COLLEGE OF THE HOLY CROSS.
What type of plan is HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES?
HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES is a Defined Benefit (Pension) plan. It has been effective since 1959-09-01. The plan is filed with the U.S. Department of Labor under EIN 042103558.
Who sponsors the HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES?
HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES is sponsored by TRUSTEES OF THE COLLEGE OF THE HOLY CROSS, located in Massachusetts. The sponsor's EIN is 042103558 and the plan operates in the Educational Services industry.
How did HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES perform in 2022?
HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES grew by 4.9% during 2022, moving from $73M to $77M in total assets. Net income was $4M.
Where can I find official filings for HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES?
Official Form 5500 filings for HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042103558 or plan name at efast.dol.gov.
How does HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES compare to other plans?
You can compare HOLY CROSS RETIREMENT PLAN FOR NONEXEMPT EMPLOYEES against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042103558.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.