Other · DOL Form 5500 · 2023

The New England College of Optometry Retirement Plan

Data updated 2026-08-11

$46M
Total assets: 146
Participants: 85th
Percentile by assets: $311,965
Avg per participant

Official DOL plan name: The New England College of Optometry Defined Contribution Retirement Plan · Sponsored by The New England College of Optometry · Massachusetts · Educational Services

$46M in assets, 146 participants

The New England College of Optometry's The New England College of Optometry Defined Contribution Retirement Plan reported $46M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 127,072 plans)
#2,715 in Educational Services (3,735 peers)

Coverage in Massachusetts

The New England College of Optometry Defined Contribution Retirement Plan covers 146 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $46M.

$46M
total plan assets (2023 EOY): 146
covered participants: 85th
percentile by assets (of 127,072 plans): $311,965
avg assets per participant

Where The New England College of Optometry Defined Contribution Retirement Plan sits by total assets

The New England College of Optometry Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$45,546,915 Top 15% higher than 85% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The New England College of Optometry Defined Contribution Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $4M in the plan year 2023 filing.
The New England College of Optometry Defined Contribution Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $46M in the plan year 2023 filing.
The New England College of Optometry Defined Contribution Retirement Plan reported participants rose from 138 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The New England College of Optometry Defined Contribution Retirement Plan reports 146 participants - about 22% of that state average ($46M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$41M
Net Assets (End of Year)	$46M
Net Income	$4M
Employer EIN	041591060
Plan Effective Date	1965-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The New England College of Optometry)

Total plan assets by year, all The New England College of Optometry plans on file

Year	Plans	Participants	Total Assets
2022	1	138	$41M
2023	1	146	$46M
2024	1	195	$49M

Nearby Other Plans in Massachusetts

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

The New England College of Optometry Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
Boston University Retirement Plan $2.8B · 8,130
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
Northeastern University Retirement Plan $2.3B · 8,553

Compare The New England College of Optometry Def… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The New England College of Optometry Defined Contribution Retirement Plan by total assets, not by location.

Bethune-Cookman University Retirement Plan (FL) $46M · 734
Woods Services, Inc. 403(b) Plan (PA) $46M · 1,842
University of Charleston Retirement Plan (WV) $45M · 274
Unity Health 403(b) Retirement Plan (AR) $46M · 1,191

Frequently Asked Questions

How did The New England College of Optometry Defined Contribution Retirement Plan assets move in 2023? ▼

The New England College of Optometry Defined Contribution Retirement Plan grew at a solid clip - up 10.8% during 2023, from $41M to $46M. Reported net income was $4M.

How have The New England College of Optometry plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The New England College of Optometry's sponsor-wide assets grew 20.2%, from $41M to $49M.

Where does The New England College of Optometry Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

The New England College of Optometry Defined Contribution Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to The New England College of Optometry Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Bethune-Cookman University Retirement Plan in FL ($46M, 734 participants).

Next read for The New England College of Optometry Def…

Filing takeaways

Ways to act on The New England College of Optometry Defined Contribution Retirement Plan's numbers.

By total assets, The New England College of Optometry Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
The New England College of Optometry's sponsor-wide assets have grown 20.2% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041591060.