Other · DOL Form 5500 · 2023

Claremont Mckenna College Retirement Plan

Data updated 2026-08-25

$234M
Total assets Near avg plan size
663
Participants Below avg headcount
95th
Percentile by assets National rank
$353,669
Avg per participant High balance/head
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Official DOL plan name: Claremont Mckenna College Academic Retirement Plan · Sponsored by Claremont Mckenna College · California · Educational Services

$234M in assets, 663 participants

Claremont Mckenna College's Claremont Mckenna College Academic Retirement Plan reported $234M in total assets and 663 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,455 in Educational Services (3,735 peers)

Where Claremont Mckenna College Academic Retirement Plan sits by assets

Claremont Mckenna College Academic Retirement Plan sits in the top 5% of all filed plans by assets, $234M for 663 participants (~$353,669/participant), up 13.1% in 2023.

#3,455
in Educational Services (3,735 peers)
+13.1%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Claremont Mckenna College Academic Retirement Plan's outsized position by total assets

Claremont Mckenna College Academic Retirement Plan vs every filed plan by assets

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

$234,482,360 Top 5% higher than 95% 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

Claremont Mckenna 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. Claremont Mckenna College Academic Retirement Plan sits mid-pack in the medium band (663 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Claremont Mckenna College Academic Retirement Plan reported net income rose from -$31M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Claremont Mckenna College Academic Retirement Plan end-of-year assets rose from $207M in the plan year 2022 filing to $234M in the plan year 2023 filing.
  • Claremont Mckenna College Academic Retirement Plan reported participants rose from 604 in the plan year 2022 filing to 663 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951664101 · Claremont Mckenna College PY 2023 · Other

Claremont Mckenna College Academic Retirement Plan · $234M · 663 · 95th

  • ASSETS $234M
  • ASSETS 663
  • ASSETS 95th
  • ASSETS Other
  • ASSETS near The Dalton Schools, Inc. Retirement and Savings Plan
  • ASSETS ind #3455

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 →

Claremont Mckenna College Academic Retirement Plan in the asset neighbourhood

Concord Hospital 403(b) Plan$235MPratt Institute Defined Contribution Retirement PlanPratt Institute Defined Cont…$235MThe Dalton Schools, Inc. Retirement and Savings PlanThe Dalton Schools, Inc. Ret…$235MClaremont Mckenna College Academic Retirement PlanClaremont Mckenna College Ac…$234MDepauw University Retirement PlanDepauw University Retirement…$234M
End-of-year total assets ($M) among Claremont Mckenna College 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)$207M
Net Assets (End of Year)$234M
Net Income$27M
Employer EIN951664101
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Claremont Mckenna College)

Sponsor-wide plan assets over time

All Claremont Mckenna College plans reported in each filing year

Latest sponsor-wide plan assets
$259M 24.75017169675924% vs 2022
2024 filing year
$200M$220M$240M$260M$280M 202220232024 $207M $259M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 604 $207M
2023 1 663 $234M
2024 1 716 $259M

Nearby Other Plans in California

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

Claremont Mckenna College Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Claremont Mckenna College Academic Retirement Plan, Total assets ($B): 0.23448236 · Participants: 663Claremont Mckenna College 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
Claremont Mckenna College Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Claremont Mckenna College Academic Retirement Plan side-by-side with 3 peers →

Claremont Mckenna College Academic Retirement Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is The Dalton Schools, Inc. Retirement and Savings Plan in NY ($235M); by covered participants it is Natural Resources Defense Council Tax Deferred Annuity Retirement Plan in NY (663 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($234M here).

Similar participant headcount

Nearest other-state filings by covered participants (663 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 Claremont Mckenna College Academic Retirement Plan assets move in 2023? ▼
Claremont Mckenna College Academic Retirement Plan grew at a solid clip - up 13.1% during 2023, from $207M to $234M. Reported net income was $27M.
How have Claremont Mckenna College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Claremont Mckenna College's sponsor-wide assets grew 24.8%, from $207M to $259M.
Where does Claremont Mckenna College Academic Retirement Plan rank by assets among Form 5500 filers? ▼
Claremont Mckenna College Academic Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Claremont Mckenna College Academic Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Dalton Schools, Inc. Retirement and Savings Plan in NY ($235M, 364 participants).
Which Other plans cover a similar participant headcount to Claremont Mckenna College Academic Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Natural Resources Defense Council Tax Deferred Annuity Retirement Plan in NY (663 participants, $208M 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 951664101.

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.