Other · DOL Form 5500 · 2023

The President & Trustees of Colby College Retirement Plan

Data updated 2026-08-25

$278M
Total assets Near avg plan size
916
Participants Near avg headcount
96th
Percentile by assets National rank
$303,434
Avg per participant High balance/head
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Official DOL plan name: Colby College Retirement Plan · Sponsored by The President & Trustees of Colby College · Maine · Educational Services

$278M in assets, 916 participants

The President & Trustees of Colby College's Colby College Retirement Plan reported $278M in total assets and 916 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,492 in Educational Services (3,735 peers)

Where Colby College Retirement Plan sits by assets

Colby College Retirement Plan sits in the top 5% of all filed plans by assets, $278M for 916 participants (~$303,434/participant), up 12.0% in 2023.

#3,492
in Educational Services (3,735 peers)
+12.0%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Colby College Retirement Plan's outsized position by total assets

Colby College Retirement Plan vs every filed plan by assets

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

$277,945,567 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Colby College 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. Colby College Retirement Plan sits mid-pack in the medium band (916 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Colby College Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Colby College Retirement Plan end-of-year assets rose from $248M in the plan year 2022 filing to $278M in the plan year 2023 filing.
  • Colby College Retirement Plan reported participants rose from 894 in the plan year 2022 filing to 916 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 010211497 · The President & Trustees of Colby College PY 2023 · Other

Colby College Retirement Plan · $278M · 916 · 96th

  • ASSETS $278M
  • ASSETS 916
  • ASSETS 96th
  • ASSETS Other
  • ASSETS near Swedish Health Services 403(b) Retirement Plan
  • ASSETS ind #3492

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 Maine →

Colby College Retirement Plan in the asset neighbourhood

Loma Linda University Faculty Medical Group Tsa PlanLoma Linda University Facult…$279MSwedish Health Services 403(b) Retirement PlanSwedish Health Services 403(…$278MColby College Retirement Plan$278MBill & Melinda Gates Foundation Employee Retirement PlanBill & Melinda Gates Foundat…$278MDrake University Mandatory Tax-Deferred Annuity Retirement PlanDrake University Mandatory T…$277M
End-of-year total assets ($M) among Colby College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$248M
Net Assets (End of Year)$278M
Net Income$30M
Employer EIN010211497
Plan Effective Date1935-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The President & Trustees of Colby College)

Sponsor-wide plan assets over time

All The President & Trustees of Colby College plans reported in each filing year

Latest sponsor-wide plan assets
$297M 19.636958300041343% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $248M $297M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 894 $248M
2023 1 916 $278M
2024 1 978 $297M

Nearby Other Plans in Maine

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

Colby College Retirement Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.522.5 Total assets ($B) Participants Colby College Retirement Plan, Total assets ($B): 0.277945567 · Participants: 916Colby College Retirement PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.133663491 · Participants: 22008Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.066585695 · Participants: 12015Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.525518776 · Participants: 2592Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.371658055 · Participants: 4570Mainegeneral Health 403(b) Retirement PlanUniversity of New England Defined Contribution Plan, Total assets ($B): 0.226866202 · Participants: 1077University of New England Defined Contribution Plan
Colby College Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Colby College Retirement Plan side-by-side with 3 peers →

Colby College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Swedish Health Services 403(b) Retirement Plan in WA ($278M); by covered participants it is Elwyn California Defined Contribution 403b Plan in CA (917 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (916 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.

Frequently Asked Questions

How did Colby College Retirement Plan assets move in 2023? ▼
Colby College Retirement Plan grew at a solid clip - up 12.0% during 2023, from $248M to $278M. Reported net income was $30M.
How have The President & Trustees of Colby College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The President & Trustees of Colby College's sponsor-wide assets grew 19.6%, from $248M to $297M.
Where does Colby College Retirement Plan rank by assets among Form 5500 filers? ▼
Colby College Retirement Plan ranks in the 96th 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 Colby College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Swedish Health Services 403(b) Retirement Plan in WA ($278M, 1,068 participants).
Which Other plans cover a similar participant headcount to Colby College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Elwyn California Defined Contribution 403b Plan in CA (917 participants, $12M in assets).

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 010211497.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.