Other · DOL Form 5500 · 2023

Hobart and William Smith Colleges Retirement Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
742
Participants Near avg headcount
95th
Percentile by assets National rank
$307,980
Avg per participant High balance/head
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Official DOL plan name: Hobart and William Smith Colleges Retirement Plan · Sponsored by Hobart and William Smith Colleges · New York · Educational Services

$229M in assets, 742 participants

Hobart and William Smith Colleges's Hobart and William Smith Colleges Retirement Plan reported $229M in total assets and 742 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.

  • #3,445 in Educational Services (3,735 peers)

Where Hobart and William Smith Colleges Retirement Plan sits by assets

Hobart and William Smith Colleges Retirement Plan sits in the top 5% of all filed plans by assets, $229M for 742 participants (~$307,980/participant), up 9.5% in 2023.

#3,445
in Educational Services (3,735 peers)
+9.5%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Hobart and William Smith Colleges Retirement Plan's outsized position by total assets

Hobart and William Smith Colleges Retirement Plan vs every filed plan by assets

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

$228,520,919 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

Hobart and William Smith Colleges 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. Hobart and William Smith Colleges Retirement Plan sits mid-pack in the medium band (742 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hobart and William Smith Colleges Retirement Plan reported net income rose from -$38M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Hobart and William Smith Colleges Retirement Plan end-of-year assets rose from $209M in the plan year 2022 filing to $229M in the plan year 2023 filing.
  • Hobart and William Smith Colleges Retirement Plan reported participants rose from 704 in the plan year 2022 filing to 742 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160743040 · Hobart and William Smith Colleges PY 2023 · Other

Hobart and William Smith Colleges Retirement Plan · $229M · 742 · 95th

  • 5500 $229M
  • 5500 742
  • 5500 95th
  • 5500 Other
  • 5500 near Wheaton College Retirement Plan
  • 5500 ind #3445

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 New York →

Hobart and William Smith Colleges Retirement Plan in the asset neighbourhood

Bracewell LLP 401(k) Plan a$229MHobart and William Smith Colleges Retirement PlanHobart and William Smith Col…$229MWheaton College Retirement PlanWheaton College Retirement P…$228MCamc Health System, Inc. Retirement Savings PlanCamc Health System, Inc. Ret…$228MAmerican Association for the Advancement of Science Defined Contribution PlanAmerican Association for the…$228M
End-of-year total assets ($M) among Hobart and William Smith Colleges Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$209M
Net Assets (End of Year)$229M
Net Income$20M
Employer EIN160743040
Plan Effective Date1937-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hobart and William Smith Colleges)

Sponsor-wide plan assets over time

All Hobart and William Smith Colleges plans reported in each filing year

Latest sponsor-wide plan assets
$241M 15.289310628226973% vs 2022
2024 filing year
$200M$210M$220M$230M$240M$250M 202220232024 $209M $241M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 704 $209M
2023 1 742 $229M
2024 1 634 $241M

Nearby Other Plans in New York

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

Hobart and William Smith Colleges Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Hobart and William Smith Colleges Retirement Plan, Total assets ($B): 0.228520919 · Participants: 742Hobart and William Smith Colleges Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Hobart and William Smith Colleges Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Hobart and William Smith Colleges Retirement Plan side-by-side with 3 peers →

Hobart and William Smith Colleges Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Wheaton College Retirement Plan in IL ($228M); by covered participants it is Hope Hospice and Community Services, Inc. Retirement Plan in FL (742 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (742 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 Hobart and William Smith Colleges Retirement Plan assets move in 2023? ▼
Hobart and William Smith Colleges Retirement Plan grew at a solid clip - up 9.5% during 2023, from $209M to $229M. Reported net income was $20M.
How have Hobart and William Smith Colleges plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hobart and William Smith Colleges's sponsor-wide assets grew 15.3%, from $209M to $241M.
Where does Hobart and William Smith Colleges Retirement Plan rank by assets among Form 5500 filers? ▼
Hobart and William Smith Colleges 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 Hobart and William Smith Colleges Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Wheaton College Retirement Plan in IL ($228M, 661 participants).
Which Other plans cover a similar participant headcount to Hobart and William Smith Colleges Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hope Hospice and Community Services, Inc. Retirement Plan in FL (742 participants, $11M 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 160743040.

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.