Other · DOL Form 5500 · 2022
Amherst College Trustees Retirement Plan
Data updated 2026-08-06
- $516M
- Total assets
- 1,788
- Participants
- 98th
- Percentile by assets
- $288,440
- Avg per participant
Official DOL plan name: Amherst College Defined Contribution Retirement Plan · Sponsored by Amherst College Trustees · Massachusetts · Educational Services
$516M in assets, 1,788 participants
Amherst College Trustees's Amherst College Defined Contribution Retirement Plan reported $516M in total assets and 1,788 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,258 plans)
- #3,907 in Educational Services (4,025 peers)
Coverage in Massachusetts
Amherst College Defined Contribution Retirement Plan covers 1,788 participants in Massachusetts, 2.8x the typical Massachusetts plan (state average ~641 per filing). Assets: $516M.
- $516M
- total plan assets (2022 EOY)
- 1,788
- covered participants
- 98th
- percentile by assets (of 139,258 plans)
- $288,440
- avg assets per participant
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Amherst College Defined Contribution Retirement Plan reports 1,788 participants - 2.8x that state average ($516M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $472M |
|---|---|
| Net Assets (End of Year) | $516M |
| Net Income | $44M |
| Employer EIN | 042103542 |
| Plan Effective Date | 1941-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amherst College Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,848 | $539M |
| 2023 | 3 | 2,226 | $603M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Amherst College Defined Contribution 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 Amherst College Defined Contribution Retirement Plan by total assets, not by location.
- Nebraska Medicine Retirement Plan - Employee Contributions (NE) $517M · 9,278
- Ballad Health 403(b) Plan (TN) $517M · 11,477
- St. Charles Health System Retirement Plan (OR) $519M · 4,485
- Devereux Defined Contribution Retirement Plan (PA) $512M · 12,673
Frequently Asked Questions
How did Amherst College Defined Contribution Retirement Plan assets move in 2022? ▼
How have Amherst College Trustees plan assets changed over time? ▼
Where does Amherst College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Amherst College Defined Contribution Retirement Plan's numbers.
- By total assets, Amherst College Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Amherst College Trustees's sponsor-wide assets have grown 11.9% since 2022 across 2 plan years on file. More Educational Services plans