Other · DOL Form 5500 · 2023

Endicott College Retirement Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
758
Participants Near avg headcount
91st
Percentile by assets National rank
$136,167
Avg per participant Near avg balance/head
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Official DOL plan name: Endicott College DC Retirement Plan · Sponsored by Endicott College · Massachusetts · Educational Services

$103M in assets, 758 participants

Endicott College's Endicott College DC Retirement Plan reported $103M in total assets and 758 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,184 in Educational Services (3,735 peers)

Where Endicott College DC Retirement Plan sits by assets

Endicott College DC Retirement Plan sits in the top 10% of all filed plans by assets, $103M for 758 participants (~$136,167/participant), up 19.3% in 2023.

#3,184
in Educational Services (3,735 peers)
+19.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Endicott College DC Retirement Plan's outsized position by total assets

Endicott College DC Retirement Plan vs every filed plan by assets

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

$103,214,434 Top 9% higher than 91% 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

Endicott College DC 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. Endicott College DC Retirement Plan sits mid-pack in the medium band (758 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Endicott College DC Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Endicott College DC Retirement Plan end-of-year assets rose from $87M in the plan year 2022 filing to $103M in the plan year 2023 filing.
  • Endicott College DC Retirement Plan reported participants fell from 814 in the plan year 2022 filing to 758 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042103567 · Endicott College PY 2023 · Other

Endicott College DC Retirement Plan · $103M · 758 · 91st

  • PHOTO $103M
  • IND 758
  • EOY 91st
  • 5500 Other
  • ASSETS near Medcentral Health System Employees' Retirement Plan
  • PCT ind #3184

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 →

Endicott College DC Retirement Plan in the asset neighbourhood

Endicott College DC Retirement PlanEndicott College DC Retireme…$103MMedcentral Health System Employees' Retirement PlanMedcentral Health System Emp…$103MRider University Tax Deferred Annuity PlanRider University Tax Deferre…$103MHudson Headwaters Health Network Retirement Savings PlanHudson Headwaters Health Net…$103MMorris Hospital & Healthcare Centers Internal Revenue Code Section 403(b)Morris Hospital & Healthcare…$103M
End-of-year total assets ($M) among Endicott College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$103M
Net Income$17M
Employer EIN042103567
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Endicott College)

Sponsor-wide plan assets over time

All Endicott College plans reported in each filing year

Latest sponsor-wide plan assets
$117M 35.076568989303304% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $86.5M $117M ▲ +35.1%
Year Plans Participants Total Assets
2022 1 814 $87M
2023 1 758 $103M
2024 1 1,354 $117M

Nearby Other Plans in Massachusetts

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

Endicott College DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Endicott College DC Retirement Plan, Total assets ($B): 0.103214434 · Participants: 758Endicott College DC Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Endicott College DC Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Endicott College DC Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Other by assets is Medcentral Health System Employees' Retirement Plan in OH ($103M); by covered participants it is The Osborn 403(b) Defined Contribution Retirement Plan in NY (758 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (758 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 Endicott College DC Retirement Plan assets move in 2023? ▼
Endicott College DC Retirement Plan grew sharply - up 19.3% during 2023, from $87M to $103M. Reported net income was $17M.
How have Endicott College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Endicott College's sponsor-wide assets grew 35.1%, from $87M to $117M.
Where does Endicott College DC Retirement Plan rank by assets among Form 5500 filers? ▼
Endicott College DC Retirement Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Endicott College DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Medcentral Health System Employees' Retirement Plan in OH ($103M, 1,230 participants).
Which Other plans cover a similar participant headcount to Endicott College DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Osborn 403(b) Defined Contribution Retirement Plan in NY (758 participants, $36M 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 042103567.

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.