Other · DOL Form 5500 · 2023
Harvey Mudd College Retirement Plan
Data updated 2026-08-25
- $186M
- Total assets Near avg plan size
- 448
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $414,236
- Avg per participant High balance/head
Official DOL plan name: Harvey Mudd College Academic Retirement Plan · Sponsored by Harvey Mudd College · California · Educational Services
$186M in assets, 448 participants
Harvey Mudd College's Harvey Mudd College Academic Retirement Plan reported $186M in total assets and 448 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.
- #3,390 in Educational Services (3,735 peers)
Where Harvey Mudd College Academic Retirement Plan sits by assets
Harvey Mudd College Academic Retirement Plan sits in the top 10% of all filed plans by assets, $186M for 448 participants (~$414,236/participant), up 13.0% in 2023.
- #3,390
- in Educational Services (3,735 peers)
- +13.0%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Harvey Mudd College Academic Retirement Plan's outsized position by total assets
Harvey Mudd College Academic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$185,577,877 Top 6% higher than 94% 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
Harvey Mudd College 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. Harvey Mudd College Academic Retirement Plan sits mid-pack in the medium band (448 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harvey Mudd College Academic Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Harvey Mudd College Academic Retirement Plan end-of-year assets rose from $164M in the plan year 2022 filing to $186M in the plan year 2023 filing.
- Harvey Mudd College Academic Retirement Plan reported participants rose from 418 in the plan year 2022 filing to 448 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 951911219 · Harvey Mudd College PY 2023 · Other
Harvey Mudd College Academic Retirement Plan · $186M · 448 · 94th
- EBSA $186M
- EBSA 448
- EBSA 94th
- EBSA Other
- EBSA near Reid Hospital & Health Care Services 403(b) Defined Contribution Plan
- EBSA ind #3390
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 →
Harvey Mudd College Academic Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $164M |
|---|---|
| Net Assets (End of Year) | $186M |
| Net Income | $21M |
| Employer EIN | 951911219 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvey Mudd College)
Sponsor-wide plan assets over time
All Harvey Mudd College plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 24.688572115558124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $164M |
| 2023 | 1 | 448 | $186M |
| 2024 | 1 | 468 | $205M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Harvey Mudd College Academic Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Reid Hospital & Health Care Services 403(b) Defined Contribution Plan in IN ($186M); by covered participants it is American College of Surgeons Long Term Savings Plan in IL (448 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($186M here).
- Reid Hospital & Health Care Services 403(b) Defined Contribution Plan (IN) $186M · 3,406
- Mvhs, Inc. 403(b) Retirement Plan (NY) $186M · 2,585
- Promedica Health System, Inc. 403(b) Plan (OH) $186M · 3,147
- The Art Institute of Chicago Defined Contribution Retirement Plan (IL) $186M · 1,205
Similar participant headcount
Nearest other-state filings by covered participants (448 participants); asset peers above are excluded.
- American College of Surgeons Long Term Savings Plan (IL) 448 · 0 off
- Ranken Jordan Employees 403b Plan (MO) 448 · 0 off
- The Fortune Society Tax Sheltered Annuity (NY) 448 · 0 off
- Renaissance Behavioral Health System, Inc. and Mental Health Resource Center, Inc. Tax Deferred Annuity Savings Plan (FL) 448 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.