Other · DOL Form 5500 · 2023
The New England College of Optometry Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $311,965
- Avg per participant High balance/head
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.
- #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.
- #2,715
- in Educational Services (3,735 peers)
- +10.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The New England College of Optometry Defined Contribution Retirement Plan's outsized position 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 among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New England College of Optometry Defined Contribution Retirement Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
DOL schedule card
Filing strip 041591060 · The New England College of Optometry PY 2023 · Other
The New England College of Optometry Defined Contribution Retirement Plan · $46M · 146 · 85th
- 5500 $46M
- ASSETS 146
- PCT 85th
- EIN Other
- RANK near Bethune-Cookman University Retirement Plan
- PHOTO ind #2715
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 →
The New England College of Optometry Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The New England College of Optometry plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 20.175261508686123% vs 2022
- 2024 filing year
| 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 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
The New England College of Optometry Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Bethune-Cookman University Retirement Plan in FL ($46M); by covered participants it is W. M. Keck Observatory 403(b) Retirement Plan in HI (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.