Other · DOL Form 5500 · 2023

President and Trustees of Bates College Retirement Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
950
Participants Near avg headcount
94th
Percentile by assets National rank
$164,641
Avg per participant Above avg balance/head
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Official DOL plan name: Bates College 403(b) Retirement Plan · Sponsored by President and Trustees of Bates College · Maine · Educational Services

$156M in assets, 950 participants

President and Trustees of Bates College's Bates College 403(b) Retirement Plan reported $156M in total assets and 950 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.

  • #3,330 in Educational Services (3,735 peers)

Coverage in Maine

Bates College 403(b) Retirement Plan covers 950 participants in Maine, 2.0x the typical Maine plan (state average ~472 per filing). Assets: $156M.

#3,330
in Educational Services (3,735 peers)
+15.6%
assets growth YoY
1.6×
vs typical plan assets (national mean)

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

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

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

$156,408,848 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 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. Bates College 403(b) Retirement Plan sits mid-pack in the medium band (950 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bates College 403(b) Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Bates College 403(b) Retirement Plan end-of-year assets rose from $135M in the plan year 2022 filing to $156M in the plan year 2023 filing.
  • Bates College 403(b) Retirement Plan reported participants fell from 964 in the plan year 2022 filing to 950 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Bates College 403(b) Retirement Plan · $156M · 950 · 94th

  • PART $156M
  • TYPE 950
  • NET 94th
  • BOOK Other
  • VS-ST near Arcadia University Defined Contribution Retirement Plan
  • BOY ind #3330

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 403(b) Retirement Plan in the asset neighbourhood

Nazareth University Defined Contribution Retirement PlanNazareth University Defined …$157MArcadia University Defined Contribution Retirement PlanArcadia University Defined C…$156MBates College 403(b) Retirement PlanBates College 403(b) Retirem…$156MChildren's University Medical Group Tax Deferred Annuity PlanChildren's University Medica…$156MLaw School Admission Council Defined Contribution Retirement PlanLaw School Admission Council…$156M
End-of-year total assets ($M) among Bates College 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$156M
Net Income$21M
Employer EIN010211781
Plan Effective Date1971-04-01
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 Other Plans in Maine

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

Bates College 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 00.511.522.5 Total assets ($B) Participants Bates College 403(b) Retirement Plan, Total assets ($B): 0.156408848 · Participants: 950Bates College 403(b) Retirement PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.133663491 · Participants: 22008Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.066585695 · Participants: 12015Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.525518776 · Participants: 2592Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.371658055 · Participants: 4570Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.277945567 · Participants: 916Colby College Retirement Plan
Bates College 403(b) Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Bates College 403(b) Retirement Plan side-by-side with 3 peers →

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

Outside Maine, the nearest Other by assets is Arcadia University Defined Contribution Retirement Plan in PA ($156M); by covered participants it is Russell Sage College Defined Contribution Retirement Plan in NY (951 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (950 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 403(b) Retirement Plan assets move in 2023? ▼
Bates College 403(b) Retirement Plan grew sharply - up 15.6% during 2023, from $135M to $156M. Reported net income was $21M.
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 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Bates College 403(b) Retirement 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 Other plans are similar in size to Bates College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Arcadia University Defined Contribution Retirement Plan in PA ($156M, 1,637 participants).
Which Other plans cover a similar participant headcount to Bates College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Russell Sage College Defined Contribution Retirement Plan in NY (951 participants, $109M 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.