Other · DOL Form 5500 · 2023

Hamilton College Retirement Plan

Data updated 2026-08-25

$329M
Total assets Above avg plan size
700
Participants Below avg headcount
96th
Percentile by assets National rank
$470,681
Avg per participant High balance/head
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Official DOL plan name: Hamilton College 403(b) Retirement Plan · Sponsored by Hamilton College · New York · Educational Services

$329M in assets, 700 participants

Hamilton College's Hamilton College 403(b) Retirement Plan reported $329M in total assets and 700 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.

  • #3,525 in Educational Services (3,735 peers)

Where Hamilton College 403(b) Retirement Plan sits by assets

Hamilton College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $329M for 700 participants (~$470,681/participant), up 13.7% in 2023.

#3,525
in Educational Services (3,735 peers)
+13.7%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Hamilton College 403(b) Retirement Plan's outsized position by total assets

Hamilton College 403(b) Retirement Plan vs every filed plan by assets

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

$329,476,789 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

Hamilton 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. Hamilton College 403(b) Retirement Plan sits mid-pack in the medium band (700 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hamilton College 403(b) Retirement Plan reported net income rose from -$43M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Hamilton College 403(b) Retirement Plan end-of-year assets rose from $290M in the plan year 2022 filing to $329M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 150532200 · Hamilton College PY 2023 · Other

Hamilton College 403(b) Retirement Plan · $329M · 700 · 96th

  • PART $329M
  • TYPE 700
  • NET 96th
  • BOOK Other
  • VS-ST near Blessing Corporate Services Employees Savings Plan
  • BOY ind #3525

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 New York →

Hamilton College 403(b) Retirement Plan in the asset neighbourhood

403 (B) Retirement Plan$331MAbington Memorial Hospital 403(b) Retirement Savings PlanAbington Memorial Hospital 4…$331MBlessing Corporate Services Employees Savings PlanBlessing Corporate Services …$330MHamilton College 403(b) Retirement PlanHamilton College 403(b) Reti…$329MElectricians Annuity Plan - IBEW Local 456Electricians Annuity Plan - …$328M
End-of-year total assets ($M) among Hamilton College 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$290M
Net Assets (End of Year)$329M
Net Income$40M
Employer EIN150532200
Plan Effective Date1920-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hamilton College)

Sponsor-wide plan assets over time

All Hamilton College plans reported in each filing year

Latest sponsor-wide plan assets
$352M 21.402692319818343% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $290M $352M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 701 $290M
2023 1 700 $329M
2024 1 748 $352M

Nearby Other Plans in New York

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

Hamilton College 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Hamilton College 403(b) Retirement Plan, Total assets ($B): 0.329476789 · Participants: 700Hamilton College 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Hamilton College 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Hamilton College 403(b) Retirement Plan side-by-side with 3 peers →

Hamilton College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Blessing Corporate Services Employees Savings Plan in IL ($330M); by covered participants it is Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan in NC (700 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($329M here).

Similar participant headcount

Nearest other-state filings by covered participants (700 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 Hamilton College 403(b) Retirement Plan assets move in 2023? ▼
Hamilton College 403(b) Retirement Plan grew at a solid clip - up 13.7% during 2023, from $290M to $329M. Reported net income was $40M.
How have Hamilton College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hamilton College's sponsor-wide assets grew 21.4%, from $290M to $352M.
Where does Hamilton College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Hamilton College 403(b) 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 Hamilton College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Blessing Corporate Services Employees Savings Plan in IL ($330M, 3,941 participants).
Which Other plans cover a similar participant headcount to Hamilton College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Well-Spring Retirement Community, Inc. Tax-Deferred Retirement Savings Plan in NC (700 participants, $15M 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 150532200.

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.