Money Purchase · DOL Form 5500 · 2023

President and Trustees of Bates College Money Purchase Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
714
Participants Below avg headcount
94th
Percentile by assets National rank
$218,175
Avg per participant Above avg balance/head
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Official DOL plan name: Bates College Money Purchase Pension Plan · Sponsored by President and Trustees of Bates College · Maine · Educational Services

$156M in assets, 714 participants

President and Trustees of Bates College's Bates College Money Purchase Pension Plan reported $156M in total assets and 714 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #3,329 in Educational Services (3,735 peers)

Where Bates College Money Purchase Pension Plan sits by assets

Bates College Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $156M for 714 participants (~$218,175/participant), up 13.7% in 2023.

#3,329
in Educational Services (3,735 peers)
+13.7%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Bates College Money Purchase Pension Plan's outsized position by total assets

Bates College Money Purchase Pension Plan vs every filed plan by assets

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

$155,776,659 Top 6% higher than 94% 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

Bates College Money Purchase Pension 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. Bates College Money Purchase Pension Plan sits mid-pack in the medium band (714 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bates College Money Purchase Pension Plan reported net income rose from -$20M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Bates College Money Purchase Pension Plan end-of-year assets rose from $137M in the plan year 2022 filing to $156M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 010211781 · President and Trustees of Bates College PY 2023 · Money Purchase

Bates College Money Purchase Pension Plan · $156M · 714 · 94th

  • VS-ST $156M
  • VS-ST 714
  • VS-ST 94th
  • VS-ST Money Purchase
  • VS-ST near Seafarers Money Purchase Pension Plan
  • VS-ST ind #3329

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 Maine →

Bates College Money Purchase Pension Plan in the asset neighbourhood

Boilermakers Lodge 154 Retirement PlanBoilermakers Lodge 154 Retir…$157MBates College Money Purchase Pension PlanBates College Money Purchase…$156MSeafarers Money Purchase Pension PlanSeafarers Money Purchase Pen…$155MPension Plan of Subaru of America, Inc.Pension Plan of Subaru of Am…$152MAnnuity Fund of Local 274$152M
End-of-year total assets ($M) among Bates College Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$156M
Net Income$19M
Employer EIN010211781
Plan Effective Date1988-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (President and Trustees of Bates College)

Sponsor-wide plan assets over time

All President and Trustees of Bates College plans reported in each filing year

Latest sponsor-wide plan assets
$350M 28.408847842079027% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $272M $350M ▲ +28.4%
Year Plans Participants Total Assets
2022 2 1,684 $272M
2023 2 1,664 $312M
2024 2 1,754 $350M

Nearby Money Purchase Plans in Maine

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

Bates College Money Purchase Pension Plan vs. nearby Money Purchase plans in Maine, assets vs. participants Scatter plot of 5 data points. -20000200040006000 -1000100200300 Total assets ($M) Participants Bates College Money Purchase Pension Plan, Total assets ($M): 155.776659 · Participants: 714Bates College Money Purchase Pension PlanBowdoin College Retirement Plan, Total assets ($M): 255.177652 · Participants: 860Bowdoin College Retirement PlanMainegeneral Health Retirement Income Plan, Total assets ($M): 79.431948 · Participants: 4570Mainegeneral Health Retirement Income PlanVerrill Dana LLP Pension Plan, Total assets ($M): 49.69517 · Participants: 217Verrill Dana LLP Pension PlanNortheast Radiation Oncology Pension Plan, Total assets ($M): 2.998988 · Participants: 4Northeast Radiation Oncology Pension Plan
Bates College Money Purchase Pension Plan vs. nearby Money Purchase plans in Maine, assets vs. participants
Compare Bates College Money Purchase Pension Plan side-by-side with 3 peers →

Bates College Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maine, the nearest Money Purchase by assets is Seafarers Money Purchase Pension Plan in MD ($155M); by covered participants it is Operating Engineers Local No. 147 Annuity Fund in VA (707 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156M here).

Similar participant headcount

Nearest other-state filings by covered participants (714 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 Bates College Money Purchase Pension Plan assets move in 2023? ▼
Bates College Money Purchase Pension Plan grew at a solid clip - up 13.7% during 2023, from $137M to $156M. Reported net income was $19M.
How have President and Trustees of Bates College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), President and Trustees of Bates College's sponsor-wide assets grew 28.4%, from $272M to $350M.
Where does Bates College Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Bates College Money Purchase Pension Plan ranks in the 94th 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 Money Purchase plans are similar in size to Bates College Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Seafarers Money Purchase Pension Plan in MD ($155M, 7,644 participants).
Which Money Purchase plans cover a similar participant headcount to Bates College Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Operating Engineers Local No. 147 Annuity Fund in VA (707 participants, $56M 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 010211781.

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.