Defined Benefit (Pension) · DOL Form 5500 · 2022

Mount Holyoke College Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
96
Participants Small participant base
71st
Percentile by assets National rank
$145,349
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cash Balance Pension Plan for Staff Employees of Mount Holyoke College · Sponsored by Mount Holyoke College · Massachusetts · Educational Services

$14M in assets, 96 participants

Mount Holyoke College's Cash Balance Pension Plan for Staff Employees of Mount Holyoke College reported $14M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,154 in Educational Services (4,024 peers)

Mount Holyoke College multi-year trail

Mount Holyoke College's plans moved +14.9% in assets from 2022 to 2024; this filing shows Cash Balance Pension Plan for Staff Employees of Mount Holyoke College at $14M / 96 participants.

#2,154
in Educational Services (4,024 peers)
-4.7%
assets change YoY

The plan reported a net loss of $687K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College's outsized position by total assets

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College vs every filed plan by assets

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

$13,953,497 Top 29% higher than 71% 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

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cash Balance Pension Plan for Staff Employees of Mount Holyoke College is a small filing (96 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042103578 · Mount Holyoke College PY 2022 · Defined Benefit (Pension)

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College · $14M · 96 · 71st

  • NET $14M
  • BOOK 96
  • VS-ST 71st
  • BOY Defined Benefit (Pension)
  • SCH near Ronetco Supermarkets, Inc. Employees' Retirement Plan
  • EBSA ind #2154

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 →

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College in the asset neighbourhood

Cash Balance Pension Plan for Staff Employees of Mount Holyoke CollegeCash Balance Pension Plan fo…$14MRonetco Supermarkets, Inc. Employees' Retirement PlanRonetco Supermarkets, Inc. E…$14MShenango Incorporated Pension PlanShenango Incorporated Pensio…$14MC&d Technologies, Inc. Pension Plan for Hourly Employees at Milwaukee, WiC&d Technologies, Inc. Pensi…$14MUniversity Neurosurgical Associates, P.C. Vip PlanUniversity Neurosurgical Ass…$14M
End-of-year total assets ($M) among Cash Balance Pension Plan for Staff Employees of Mount Holyoke College and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Mount Holyoke College multi-year asset trail

Sponsor-wide plan assets over time

All Mount Holyoke College plans reported in each filing year

Latest sponsor-wide plan assets
$434M 14.907392709273712% vs 2022
2024 filing year
$360M$380M$400M$420M$440M 202220232024 $378M $434M ▲ +14.9%
Year Plans Participants Total Assets
2022 2 1,495 $378M
2023 2 1,387 $408M
2024 2 1,344 $434M

Mount Holyoke College filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$687K
Employer EIN042103578
Plan Effective Date1955-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Cash Balance Pension Plan for Staff Employees of Mount Holyoke College, Total assets ($B): 0.013953497 · Participants: 96Cash Balance Pension Plan for Staff Employees of Mount Holyoke CollegeConsolidated 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
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Cash Balance Pension Plan for Staff Employees of Mount Holyoke College side-by-side with 3 peers →

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Ronetco Supermarkets, Inc. Employees' Retirement Plan in NJ ($14M); by covered participants it is Angola Wire Pension Trust in IN (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Cash Balance Pension Plan for Staff Employees of Mount Holyoke College assets move in 2022? ▼
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College edged down modestly - down 4.7% during 2022, from $15M to $14M. Reported net income was -$687K.
How have Mount Holyoke College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Holyoke College's sponsor-wide assets grew 14.9%, from $378M to $434M.
Which Defined Benefit (Pension) plans are similar in size to Cash Balance Pension Plan for Staff Employees of Mount Holyoke College? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ronetco Supermarkets, Inc. Employees' Retirement Plan in NJ ($14M, 128 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cash Balance Pension Plan for Staff Employees of Mount Holyoke College? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Angola Wire Pension Trust in IN (96 participants, $3M 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 042103578.

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.