Other · DOL Form 5500 · 2023
Trustees of Hampshire College Retirement Plan
Data updated 2026-08-25
- $154M
- Total assets Near avg plan size
- 246
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $624,218
- Avg per participant High balance/head
Official DOL plan name: Hampshire College 403(b) Retirement Plan · Sponsored by Trustees of Hampshire College · Massachusetts · Educational Services
$154M in assets, 246 participants
Trustees of Hampshire College's Hampshire College 403(b) Retirement Plan reported $154M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #3,327 in Educational Services (3,735 peers)
Coverage in Massachusetts
Hampshire College 403(b) Retirement Plan covers 246 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $154M.
- #3,327
- in Educational Services (3,735 peers)
- +8.3%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Hampshire College 403(b) Retirement Plan's outsized position by total assets
Hampshire College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$153,557,669 Top 6% higher than 94% 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
Hampshire College 403(b) 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. Hampshire College 403(b) Retirement Plan sits mid-pack in the medium band (246 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Hampshire College 403(b) Retirement Plan reported net income rose from -$26M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Hampshire College 403(b) Retirement Plan end-of-year assets rose from $142M in the plan year 2022 filing to $154M in the plan year 2023 filing.
- Hampshire College 403(b) Retirement Plan reported participants fell from 256 in the plan year 2022 filing to 246 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 046130872 · Trustees of Hampshire College PY 2023 · Other
Hampshire College 403(b) Retirement Plan · $154M · 246 · 94th
- PHOTO $154M
- PHOTO 246
- PHOTO 94th
- PHOTO Other
- PHOTO near Tax Deferred Annuity Retirement Plan
- PHOTO ind #3327
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 →
Hampshire College 403(b) Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | $12M |
| Employer EIN | 046130872 |
| Plan Effective Date | 1966-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Hampshire College)
Sponsor-wide plan assets over time
All Trustees of Hampshire College plans reported in each filing year
- Latest sponsor-wide plan assets
- $161M 13.188193426246464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 256 | $142M |
| 2023 | 1 | 246 | $154M |
| 2024 | 1 | 280 | $161M |
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
Hampshire College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Tax Deferred Annuity Retirement Plan in NY ($153M); by covered participants it is Pana Community Hospital Employees' Tax Deferred Annuity Plan in IL (246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154M here).
- Tax Deferred Annuity Retirement Plan (NY) $153M · 408
- Point Loma Nazarene University Retirement Plan (CA) $153M · 1,397
- The Museum of Modern Art 403(b) Retirement Plan (NY) $154M · 721
- NECA Local 145 IBEW Annuity and Profit Sharing Pla (IL) $153M · 1,113
Similar participant headcount
Nearest other-state filings by covered participants (246 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.