Other · DOL Form 5500 · 2023
Williams College Retirement Plan
Data updated 2026-08-25
- $651M
- Total assets Above avg plan size
- 1,444
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $451,044
- Avg per participant High balance/head
Official DOL plan name: Williams College Retirement Income Plan · Sponsored by Williams College · Massachusetts · Educational Services
$651M in assets, 1,444 participants
Williams College's Williams College Retirement Income Plan reported $651M in total assets and 1,444 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.
- #3,630 in Educational Services (3,735 peers)
Coverage in Massachusetts
Williams College Retirement Income Plan covers 1,444 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $651M.
- #3,630
- in Educational Services (3,735 peers)
- +11.4%
- assets growth YoY
- 6.5×
- vs typical plan assets (national mean)
Williams College Retirement Income Plan's outsized position by total assets
Williams College Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$651,307,393 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Williams College Retirement Income Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Williams College Retirement Income Plan lands in the large band (1,444 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Williams College Retirement Income Plan reported net income rose from -$85M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Williams College Retirement Income Plan end-of-year assets rose from $585M in the plan year 2022 filing to $651M in the plan year 2023 filing.
- Williams College Retirement Income Plan reported participants rose from 1,335 in the plan year 2022 filing to 1,444 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042104847 · Williams College PY 2023 · Other
Williams College Retirement Income Plan · $651M · 1,444 · 98th
- PCT $651M
- EIN 1,444
- RANK 98th
- PHOTO Other
- IND near The University of Chicago Medical Center Retirement Income Plan for Employees
- EOY ind #3630
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 Massachusetts →
Williams College Retirement Income Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $585M |
|---|---|
| Net Assets (End of Year) | $651M |
| Net Income | $67M |
| Employer EIN | 042104847 |
| Plan Effective Date | 1920-06-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Williams College)
Sponsor-wide plan assets over time
All Williams College plans reported in each filing year
- Latest sponsor-wide plan assets
- $701M 19.949725345631748% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,335 | $585M |
| 2023 | 1 | 1,444 | $651M |
| 2024 | 1 | 1,475 | $701M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Williams College Retirement Income Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The University of Chicago Medical Center Retirement Income Plan for Employees in IL ($653M); by covered participants it is Ucar Retirement Plan in CO (1,444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($651M here).
- The University of Chicago Medical Center Retirement Income Plan for Employees (IL) $653M · 7,431
- Sheet Metal Workers International Association Local 73 Annuity Plan (IL) $653M · 2,190
- St. Luke's Health Network 403(b) Plan (PA) $656M · 18,569
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $657M · 19,016
Similar participant headcount
Nearest other-state filings by covered participants (1,444 participants); asset peers above are excluded.
- Ucar Retirement Plan (CO) 1,444 · 0 off
- The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees (PA) 1,447 · 3 off
- Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) (IL) 1,439 · 5 off
- Gillette Children's Specialty Healthcare Matched Savings Retirement Plan (MN) 1,453 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.