Other · DOL Form 5500 · 2023

Trustees of the College of the Holy Cross Retirement Plan

Data updated 2026-08-11

$366M
Total assets: 964
Participants: 97th
Percentile by assets: $379,435
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$366M
total plan assets (2023 EOY): 964
covered participants: 97th
percentile by assets (of 127,072 plans): $379,435
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Educational Services

College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan vs the 2023 asset distribution

By assets, College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Trustees of the College of the Holy Cross plans on file

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.

College of the Holy Cross 403(b) Defined Contribution & Group Supplemental 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 College of the Holy Cross 403(b) Defined… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan assets move in 2023? ▼

College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan grew at a solid clip - up 9.5% during 2023, from $334M to $366M. Reported net income was $32M.

How have Trustees of the College of the Holy Cross plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Trustees of the College of the Holy Cross's sponsor-wide assets grew 18.8%, from $411M to $488M.

Where does College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼

College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Jefferson Health Northeast 403(b) Plan in PA ($366M, 4,232 participants).

Next read for College of the Holy Cross 403(b) Defined…

Scale reading

Ways to act on College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan's numbers.

By total assets, College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
Trustees of the College of the Holy Cross's sponsor-wide assets have grown 18.8% 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 042103558.