Other · DOL Form 5500 · 2022

Mitchell College Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
213
Participants Below avg headcount
83rd
Percentile by assets National rank
$142,869
Avg per participant Near avg balance/head
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Official DOL plan name: Mitchell College Retirement Plan · Sponsored by Mitchell College · Connecticut · Educational Services

$30M in assets, 213 participants

Mitchell College's Mitchell College Retirement Plan reported $30M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,775 in Educational Services (4,024 peers)

Coverage in Connecticut

Mitchell College Retirement Plan covers 213 participants in Connecticut, about 30% of the average Connecticut filer (state average ~718 per filing). Assets: $30M.

#2,775
in Educational Services (4,024 peers)
-18.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mitchell College Retirement Plan's outsized position by total assets

Mitchell College Retirement Plan vs every filed plan by assets

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

$30,431,163 Top 17% higher than 83% 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

Mitchell College Retirement Plan 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. Mitchell College Retirement Plan sits mid-pack in the medium band (213 participants).

Published 5500 schedule card

Filing strip 060662150 · Mitchell College PY 2022 · Other

Mitchell College Retirement Plan · $30M · 213 · 83rd

  • BOY $30M
  • SCH 213
  • EBSA 83rd
  • PART Other
  • TYPE near Facing History and Ourselves 403(b) Plan
  • NET ind #2775

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 Connecticut →

Mitchell College Retirement Plan in the asset neighbourhood

Mitchell College Retirement PlanMitchell College Retirement …$30MFacing History and Ourselves 403(b) PlanFacing History and Ourselves…$30MOaks Christian School 403(b) PlanOaks Christian School 403(b)…$30MEpiscopal School of Jacksonville Defined Contribution Retirement PlanEpiscopal School of Jacksonv…$30MNational September 11 Memorial & Museum 403(b) PlanNational September 11 Memori…$30M
End-of-year total assets ($M) among Mitchell College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$30M
Net Income-$7M
Employer EIN060662150
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell College)

Sponsor-wide plan assets over time

All Mitchell College plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.327507693347112% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.4M $36.6M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 213 $30M
2023 1 297 $34M
2024 2 462 $37M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Mitchell College Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Mitchell College Retirement Plan, Total assets ($B): 0.030431163 · Participants: 213Mitchell College Retirement PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Mitchell College Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Mitchell College Retirement Plan side-by-side with 3 peers →

Mitchell College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Facing History and Ourselves 403(b) Plan in MA ($30M); by covered participants it is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Mitchell College Retirement Plan assets move in 2022? ▼
Mitchell College Retirement Plan declined sharply - down 18.1% during 2022, from $37M to $30M. Reported net income was -$7M.
How have Mitchell College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell College's sponsor-wide assets grew 20.3%, from $30M to $37M.
Where does Mitchell College Retirement Plan rank by assets among Form 5500 filers? ▼
Mitchell College Retirement Plan ranks in the 83rd 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 Other plans are similar in size to Mitchell College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Facing History and Ourselves 403(b) Plan in MA ($30M, 168 participants).
Which Other plans cover a similar participant headcount to Mitchell College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Northwood Children's Home Society, Inc. 403(b) Tax Sheltered Annuity Plan in MN (213 participants, $11M 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 060662150.

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.