Defined Benefit (Pension) · DOL Form 5500 · 2022

Trustees of the College of the Holy Cross Pension Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
305
Participants Below avg headcount
91st
Percentile by assets National rank
$252,409
Avg per participant Above avg balance/head
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Official DOL plan name: Holy Cross Retirement Plan for Nonexempt Employees · Sponsored by Trustees of the College of the Holy Cross · Massachusetts · Educational Services

$77M in assets, 305 participants

Trustees of the College of the Holy Cross's Holy Cross Retirement Plan for Nonexempt Employees reported $77M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,372 in Educational Services (4,024 peers)

Coverage in Massachusetts

Holy Cross Retirement Plan for Nonexempt Employees covers 305 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $77M.

#3,372
in Educational Services (4,024 peers)
+4.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Holy Cross Retirement Plan for Nonexempt Employees's outsized position by total assets

Holy Cross Retirement Plan for Nonexempt Employees vs every filed plan by assets

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

$76,984,652 Top 9% higher than 91% 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

Holy Cross Retirement Plan for Nonexempt Employees 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. Holy Cross Retirement Plan for Nonexempt Employees sits mid-pack in the medium band (305 participants).

EBSA filing schedule strip

Filing strip 042103558 · Trustees of the College of the Holy Cross PY 2022 · Defined Benefit (Pension)

Holy Cross Retirement Plan for Nonexempt Employees · $77M · 305 · 91st

  • PHOTO $77M
  • IND 305
  • EOY 91st
  • 5500 Defined Benefit (Pension)
  • ASSETS near Third Federal Savings Retirement Plan
  • PCT ind #3372

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 →

Holy Cross Retirement Plan for Nonexempt Employees in the asset neighbourhood

B&g Foods Pension Plan$77MBlock Communications Retirement PlanBlock Communications Retirem…$77MThird Federal Savings Retirement PlanThird Federal Savings Retire…$77MHoly Cross Retirement Plan for Nonexempt EmployeesHoly Cross Retirement Plan f…$77MN.E.C.a.-I.B.E.W. Local Union No. 35 Pension FundN.E.C.a.-I.B.E.W. Local Unio…$77M
End-of-year total assets ($M) among Holy Cross Retirement Plan for Nonexempt Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

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

Sponsor Plan History (Trustees of the College of the Holy Cross)

Sponsor-wide plan assets over time

All Trustees of the College of the Holy Cross plans reported in each filing year

Latest sponsor-wide plan assets
$488M 18.825666231062186% vs 2022
2024 filing year
$400M$450M$500M 202220232024 $411M $489M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,243 $411M
2023 2 1,235 $447M
2024 2 1,202 $488M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Holy Cross Retirement Plan for Nonexempt Employees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Holy Cross Retirement Plan for Nonexempt Employees, Total assets ($B): 0.076984652 · Participants: 305Holy Cross Retirement Plan for Nonexempt EmployeesConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Holy Cross Retirement Plan for Nonexempt Employees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Holy Cross Retirement Plan for Nonexempt Employees side-by-side with 3 peers →

Holy Cross Retirement Plan for Nonexempt Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Third Federal Savings Retirement Plan in OH ($77M); by covered participants it is The Jackson Lewis P.C. Cash Balance Plan II in NY (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Holy Cross Retirement Plan for Nonexempt Employees assets move in 2022? ▼
Holy Cross Retirement Plan for Nonexempt Employees edged up modestly - up 4.9% during 2022, from $73M to $77M. Reported net income was $4M.
How have Trustees of the College of the Holy Cross plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the College of the Holy Cross's sponsor-wide assets grew 18.8%, from $411M to $488M.
Where does Holy Cross Retirement Plan for Nonexempt Employees rank by assets among Form 5500 filers? ▼
Holy Cross Retirement Plan for Nonexempt Employees ranks in the 91st 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 Defined Benefit (Pension) plans are similar in size to Holy Cross Retirement Plan for Nonexempt Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Third Federal Savings Retirement Plan in OH ($77M, 271 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Holy Cross Retirement Plan for Nonexempt Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Jackson Lewis P.C. Cash Balance Plan II in NY (305 participants, $22M 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 042103558.

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.