Other · DOL Form 5500 · 2023

Smith College Retirement Plan

Data updated 2026-08-11

$583M
Total assets: 1,843
Participants: 98th
Percentile by assets: $316,146
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$583M
total plan assets (2023 EOY): 1,843
covered participants: 98th
percentile by assets (of 127,072 plans): $316,146
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Smith College Defined Contribution Retirement Plan reports 1,843 participants - 2.8x that state average ($583M EOY assets).

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)

Total plan assets by year, all Smith College plans on file

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.

Smith College Defined Contribution 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 Smith College Defined Contribution Retir… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Smith College Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Smith College Defined Contribution Retirement Plan assets move in 2023? ▼

Smith College Defined Contribution Retirement Plan grew at a solid clip - up 12.0% during 2023, from $520M to $583M. Reported net income was $63M.

How have Smith College plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smith College's sponsor-wide assets grew 20.9%, from $520M to $629M.

Where does Smith College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Smith College Defined Contribution Retirement Plan ranks in the 98th 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 Smith College Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Roper St. Francis Healthcare 403(b) Plan in SC ($583M, 5,979 participants).

Next read for Smith College Defined Contribution Retir…

Filing takeaways

Ways to act on Smith College Defined Contribution Retirement Plan's numbers.

By total assets, Smith College Defined Contribution 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
Smith College's sponsor-wide assets have grown 20.9% 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 041843040.