Other · DOL Form 5500 · 2023
Smith College Retirement Plan
Data updated 2026-08-25
- $583M
- Total assets Above avg plan size
- 1,843
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $316,146
- Avg per participant High balance/head
Official DOL plan name: Smith College Defined Contribution Retirement Plan · Sponsored by Smith College · Massachusetts · Educational Services
$583M in assets, 1,843 participants
Smith College's Smith College Defined Contribution Retirement Plan reported $583M in total assets and 1,843 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,619 in Educational Services (3,735 peers)
Coverage in Massachusetts
Smith College Defined Contribution Retirement Plan covers 1,843 participants in Massachusetts, 2.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $583M.
- #3,619
- in Educational Services (3,735 peers)
- +12.0%
- assets growth YoY
- 5.8×
- vs typical plan assets (national mean)
Smith College Defined Contribution Retirement Plan's outsized position by total assets
Smith College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$582,656,356 Top 2% higher than 98% 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
Smith College Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith College Defined Contribution Retirement Plan lands in the large band (1,843 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smith College Defined Contribution Retirement Plan reported net income rose from -$107M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Smith College Defined Contribution Retirement Plan end-of-year assets rose from $520M in the plan year 2022 filing to $583M in the plan year 2023 filing.
- Smith College Defined Contribution Retirement Plan reported participants rose from 1,646 in the plan year 2022 filing to 1,843 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 041843040 · Smith College PY 2023 · Other
Smith College Defined Contribution Retirement Plan · $583M · 1,843 · 98th
- EBSA $583M
- EBSA 1,843
- EBSA 98th
- EBSA Other
- EBSA near Roper St. Francis Healthcare 403(b) Plan
- EBSA ind #3619
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 →
Smith College Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $520M |
|---|---|
| Net Assets (End of Year) | $583M |
| Net Income | $63M |
| Employer EIN | 041843040 |
| Plan Effective Date | 1926-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smith College)
Sponsor-wide plan assets over time
All Smith College plans reported in each filing year
- Latest sponsor-wide plan assets
- $629M 20.8806138387935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,646 | $520M |
| 2023 | 1 | 1,843 | $583M |
| 2024 | 1 | 1,862 | $629M |
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
Smith College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Roper St. Francis Healthcare 403(b) Plan in SC ($583M); by covered participants it is University of Richmond Defined Contribution Retirement Plan in VA (1,843 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($583M here).
- Roper St. Francis Healthcare 403(b) Plan (SC) $583M · 5,979
- Baylor Scott & White Health 403(b) Savings Plan (TX) $580M · 5,360
- Pepperdine University Retirement Plan (CA) $576M · 1,777
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan (FL) $575M · 3,904
Similar participant headcount
Nearest other-state filings by covered participants (1,843 participants); asset peers above are excluded.
- University of Richmond Defined Contribution Retirement Plan (VA) 1,843 · 0 off
- Woods Services, Inc. 403(b) Plan (PA) 1,842 · 1 off
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (IL) 1,842 · 1 off
- Faculty and Key Administrative Employee's Retirement Plan a (OH) 1,840 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.