Other · DOL Form 5500 · 2023

The Claremont Colleges Services Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
419
Participants Below avg headcount
87th
Percentile by assets National rank
$144,689
Avg per participant Above avg balance/head
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Official DOL plan name: The Claremont Colleges, Inc. Academic Retirement Plan · Sponsored by The Claremont Colleges Services · California · Educational Services

$61M in assets, 419 participants

The Claremont Colleges Services's The Claremont Colleges, Inc. Academic Retirement Plan reported $61M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,899 in Educational Services (3,735 peers)

Where The Claremont Colleges, Inc. Academic Retirement Plan sits by assets

The Claremont Colleges, Inc. Academic Retirement Plan sits in the top quartile of all filed plans by assets, $61M for 419 participants (~$144,689/participant), up 15.1% in 2023.

#2,899
in Educational Services (3,735 peers)
+15.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Claremont Colleges, Inc. Academic Retirement Plan's outsized position by total assets

The Claremont Colleges, Inc. Academic Retirement Plan vs every filed plan by assets

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

$60,624,533 Top 13% higher than 87% 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

The Claremont Colleges, Inc. Academic 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. The Claremont Colleges, Inc. Academic Retirement Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Claremont Colleges, Inc. Academic Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Claremont Colleges, Inc. Academic Retirement Plan end-of-year assets rose from $53M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • The Claremont Colleges, Inc. Academic Retirement Plan reported participants rose from 381 in the plan year 2022 filing to 419 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954786748 · The Claremont Colleges Services PY 2023 · Other

The Claremont Colleges, Inc. Academic Retirement Plan · $61M · 419 · 87th

  • EIN $61M
  • EIN 419
  • EIN 87th
  • EIN Other
  • EIN near Shady Hill School DC and Tda Retirement Plan
  • EIN ind #2899

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 California →

The Claremont Colleges, Inc. Academic Retirement Plan in the asset neighbourhood

Franklin Pierce University Defined Contribution Retirement PlanFranklin Pierce University D…$61MThe Claremont Colleges, Inc. Academic Retirement PlanThe Claremont Colleges, Inc.…$61MShady Hill School DC and Tda Retirement PlanShady Hill School DC and Tda…$61MFriends Academy Defined Contribution Retirement PlanFriends Academy Defined Cont…$60MViterbo University, Inc. Defined Contribution Retirement PlanViterbo University, Inc. Def…$60M
End-of-year total assets ($M) among The Claremont Colleges, Inc. Academic Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$61M
Net Income$8M
Employer EIN954786748
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Claremont Colleges Services)

Sponsor-wide plan assets over time

All The Claremont Colleges Services plans reported in each filing year

Latest sponsor-wide plan assets
$65M 24.37914771867817% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $52.7M $65.5M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 381 $53M
2023 1 419 $61M
2024 1 439 $65M

Nearby Other Plans in California

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

The Claremont Colleges, Inc. Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Claremont Colleges, Inc. Academic Retirement Plan, Total assets ($B): 0.060624533 · Participants: 419The Claremont Colleges, Inc. Academic Retirement PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
The Claremont Colleges, Inc. Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare The Claremont Colleges, Inc. Academic Retirement Plan side-by-side with 3 peers →

The Claremont Colleges, Inc. Academic Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Shady Hill School DC and Tda Retirement Plan in MA ($61M); by covered participants it is Lovelace Biomedical Research Institute Tda and DC Plan in NM (419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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 The Claremont Colleges, Inc. Academic Retirement Plan assets move in 2023? ▼
The Claremont Colleges, Inc. Academic Retirement Plan grew sharply - up 15.1% during 2023, from $53M to $61M. Reported net income was $8M.
How have The Claremont Colleges Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Claremont Colleges Services's sponsor-wide assets grew 24.4%, from $53M to $65M.
Where does The Claremont Colleges, Inc. Academic Retirement Plan rank by assets among Form 5500 filers? ▼
The Claremont Colleges, Inc. Academic Retirement Plan ranks in the 87th 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 The Claremont Colleges, Inc. Academic Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Shady Hill School DC and Tda Retirement Plan in MA ($61M, 211 participants).
Which Other plans cover a similar participant headcount to The Claremont Colleges, Inc. Academic Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Lovelace Biomedical Research Institute Tda and DC Plan in NM (419 participants, $111M 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 954786748.

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.