Other · DOL Form 5500 · 2023
Trustees of the College of the Holy Cross Retirement Plan
Data updated 2026-08-25
- $366M
- Total assets Above avg plan size
- 964
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $379,435
- Avg per participant High balance/head
Official DOL plan name: College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan · Sponsored by Trustees of the College of the Holy Cross · Massachusetts · Educational Services
$366M in assets, 964 participants
Trustees of the College of the Holy Cross's College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan reported $366M in total assets and 964 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,551 in Educational Services (3,735 peers)
Where College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan sits by assets
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan sits in the top 5% of all filed plans by assets, $366M for 964 participants (~$379,435/participant), up 9.5% in 2023.
- #3,551
- in Educational Services (3,735 peers)
- +9.5%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan's outsized position by total assets
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$365,775,634 Top 3% higher than 97% 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
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental 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. College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan sits mid-pack in the medium band (964 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan reported net income rose from -$51M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan end-of-year assets rose from $334M in the plan year 2022 filing to $366M in the plan year 2023 filing.
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan reported participants rose from 938 in the plan year 2022 filing to 964 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042103558 · Trustees of the College of the Holy Cross PY 2023 · Other
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan · $366M · 964 · 97th
- 5500 $366M
- 5500 964
- 5500 97th
- 5500 Other
- 5500 near Jefferson Health Northeast 403(b) Plan
- 5500 ind #3551
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 →
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $334M |
|---|---|
| Net Assets (End of Year) | $366M |
| Net Income | $32M |
| Employer EIN | 042103558 |
| Plan Effective Date | 1947-03-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the College of the Holy Cross)
Sponsor-wide plan assets over time
All Trustees of the College of the Holy Cross plans reported in each filing year
- Latest sponsor-wide plan assets
- $488M 18.825666231062186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,243 | $411M |
| 2023 | 2 | 1,235 | $447M |
| 2024 | 2 | 1,202 | $488M |
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
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Jefferson Health Northeast 403(b) Plan in PA ($366M); by covered participants it is Advance Care Alliance of New York Inc. 403(b) Plan in NY (963 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($366M here).
- Jefferson Health Northeast 403(b) Plan (PA) $366M · 4,232
- Carleton College Defined Contribution Plan (MN) $365M · 821
- Torrance Health Association 403(b) Plan (CA) $368M · 4,609
- Swedishamerican 403(b) Incentivesaver Plan (IL) $370M · 3,655
Similar participant headcount
Nearest other-state filings by covered participants (964 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.