Other · DOL Form 5500 · 2023

Mitchell College Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
297
Participants Below avg headcount
81st
Percentile by assets National rank
$115,951
Avg per participant Below avg balance/head
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Official DOL plan name: Mitchell College Retirement Plan · Sponsored by Mitchell College · Connecticut · Educational Services

$34M in assets, 297 participants

Mitchell College's Mitchell College Retirement Plan reported $34M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,500 in Educational Services (3,735 peers)

Coverage in Connecticut

Mitchell College Retirement Plan covers 297 participants in Connecticut, about 41% of the average Connecticut filer (state average ~718 per filing). Assets: $34M.

#2,500
in Educational Services (3,735 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mitchell College Retirement Plan's outsized position by total assets

Mitchell College Retirement Plan vs every filed plan by assets

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

$34,437,509 Top 19% higher than 81% 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

Mitchell 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. Mitchell College Retirement Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitchell College Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mitchell College Retirement Plan reported participants rose from 213 in the plan year 2022 filing to 297 in the plan year 2023 filing.
  • Mitchell College Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 060662150 · Mitchell College PY 2023 · Other

Mitchell College Retirement Plan · $34M · 297 · 81st

  • BOOK $34M
  • VS-ST 297
  • BOY 81st
  • SCH Other
  • EBSA near The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan
  • PART ind #2500

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 Connecticut →

Mitchell College Retirement Plan in the asset neighbourhood

Covenant College Retirement Plan Defined ContributionCovenant College Retirement …$35MAssociation of State and Territorial Health Officials 403(b) PlanAssociation of State and Ter…$35MLexington School for the Deaf 403(b) Defined Contribution PlanLexington School for the Dea…$34MMitchell College Retirement PlanMitchell College Retirement …$34MThe Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement PlanThe Webb Schools Tax-Deferre…$34M
End-of-year total assets ($M) among Mitchell College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN060662150
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell College)

Sponsor-wide plan assets over time

All Mitchell College plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.327507693347112% vs 2022
2024 filing year
$28M$30M$32M$34M$36M$38M 202220232024 $30.4M $36.6M ▲ +20.3%
Year Plans Participants Total Assets
2022 1 213 $30M
2023 1 297 $34M
2024 2 462 $37M

Nearby Other Plans in Connecticut

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

Mitchell College Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Mitchell College Retirement Plan, Total assets ($B): 0.034437509 · Participants: 297Mitchell College Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Mitchell College Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Mitchell College Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Other by assets is The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan in CA ($34M); by covered participants it is University Health Physicians 403(b) Retirement Plan in MO (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Mitchell College Retirement Plan assets move in 2023? ▼
Mitchell College Retirement Plan grew at a solid clip - up 13.2% during 2023, from $30M to $34M. Reported net income was $4M.
How have Mitchell College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell College's sponsor-wide assets grew 20.3%, from $30M to $37M.
Where does Mitchell College Retirement Plan rank by assets among Form 5500 filers? ▼
Mitchell College Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Mitchell College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan in CA ($34M, 193 participants).
Which Other plans cover a similar participant headcount to Mitchell College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University Health Physicians 403(b) Retirement Plan in MO (297 participants, $225M 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 060662150.

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.