Defined Benefit (Pension) · DOL Form 5500 · 2022

Amherst College Trustees Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
34
Participants Small participant base
78th
Percentile by assets National rank
$609,793
Avg per participant High balance/head
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Official DOL plan name: Amherst College Staff Retirement Plan · Sponsored by Amherst College Trustees · Massachusetts · Educational Services

$21M in assets, 34 participants

Amherst College Trustees's Amherst College Staff Retirement Plan reported $21M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,492 in Educational Services (4,024 peers)

Where Amherst College Staff Retirement Plan sits by assets

Amherst College Staff Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 34 participants (~$609,793/participant), up 2.9% in 2022.

#2,492
in Educational Services (4,024 peers)
+2.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Amherst College Staff Retirement Plan's outsized position by total assets

Amherst College Staff Retirement Plan vs every filed plan by assets

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

$20,732,969 Top 22% higher than 78% 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

Amherst College Staff Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amherst College Staff Retirement Plan is a small filing (34 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042103542 · Amherst College Trustees PY 2022 · Defined Benefit (Pension)

Amherst College Staff Retirement Plan · $21M · 34 · 78th

  • SCH $21M
  • SCH 34
  • SCH 78th
  • SCH Defined Benefit (Pension)
  • SCH near Ret. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO)
  • SCH ind #2492

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 →

Amherst College Staff Retirement Plan in the asset neighbourhood

Ret. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO)Ret. Plan for Emps. of Ameri…$21MDjh Services LLC Retirement PlanDjh Services LLC Retirement …$21MAmherst College Staff Retirement PlanAmherst College Staff Retire…$21MInternational Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundInternational Association of…$21MEssentra Holdings Corp Pension Plan for Hourly EmployeesEssentra Holdings Corp Pensi…$21M
End-of-year total assets ($M) among Amherst College Staff Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$592K
Employer EIN042103542
Plan Effective Date1973-04-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Amherst College Trustees)

Sponsor-wide plan assets over time

All Amherst College Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$661M 22.491283472627824% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $539M $661M ▲ +22.5%
Year Plans Participants Total Assets
2022 3 1,848 $539M
2023 3 2,226 $603M
2024 3 1,956 $661M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Amherst College Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Amherst College Staff Retirement Plan, Total assets ($B): 0.020732969 · Participants: 34Amherst College Staff Retirement PlanConsolidated 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
Amherst College Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Amherst College Staff Retirement Plan side-by-side with 3 peers →

Amherst College Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Ret. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO) in VA ($21M); by covered participants it is Original Bradford Soap Works, Inc. Retirement Plan in RI (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Amherst College Staff Retirement Plan assets move in 2022? ▼
Amherst College Staff Retirement Plan edged up modestly - up 2.9% during 2022, from $20M to $21M. Reported net income was $592K.
How have Amherst College Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amherst College Trustees's sponsor-wide assets grew 22.5%, from $539M to $661M.
Where does Amherst College Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Amherst College Staff Retirement Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amherst College Staff Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ret. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO) in VA ($21M, 157 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amherst College Staff Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Original Bradford Soap Works, Inc. Retirement Plan in RI (34 participants, N/A 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 042103542.

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.