Other · DOL Form 5500 · 2023
College of Our Lady of the Elms Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 490
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $64,985
- Avg per participant Low balance/head
Official DOL plan name: Elms College Retirement Savings Plan · Sponsored by College of Our Lady of the Elms · Massachusetts · Educational Services
$32M in assets, 490 participants
College of Our Lady of the Elms's Elms College Retirement Savings Plan reported $32M in total assets and 490 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #2,444 in Educational Services (3,735 peers)
Where Elms College Retirement Savings Plan sits by assets
Elms College Retirement Savings Plan sits in the top quartile of all filed plans by assets, $32M for 490 participants (~$64,985/participant), up 14.7% in 2023.
- #2,444
- in Educational Services (3,735 peers)
- +14.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Elms College Retirement Savings Plan's outsized position by total assets
Elms College Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,842,521 Top 20% higher than 80% 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
Elms College Retirement Savings 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. Elms College Retirement Savings Plan sits mid-pack in the medium band (490 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Elms College Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Elms College Retirement Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Elms College Retirement Savings Plan reported participants rose from 429 in the plan year 2022 filing to 490 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042225850 · College of Our Lady of the Elms PY 2023 · Other
Elms College Retirement Savings Plan · $32M · 490 · 80th
- ASSETS $32M
- ASSETS 490
- ASSETS 80th
- ASSETS Other
- ASSETS near Memorial Health Care Systems Tax Deferred Annuity Plan
- ASSETS ind #2444
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 →
Elms College Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 042225850 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College of Our Lady of the Elms)
Sponsor-wide plan assets over time
All College of Our Lady of the Elms plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 24.41279270909602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 429 | $28M |
| 2023 | 1 | 490 | $32M |
| 2024 | 1 | 433 | $35M |
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
Elms College Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Memorial Health Care Systems Tax Deferred Annuity Plan in NE ($32M); by covered participants it is Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan in OH (490 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Memorial Health Care Systems Tax Deferred Annuity Plan (NE) $32M · 269
- Care Synergy 403(b) Plan (CO) $32M · 604
- Cottey College DC Retirement Plan (MO) $32M · 249
- Social Science Research Council DC Retirement Plan (NY) $32M · 58
Similar participant headcount
Nearest other-state filings by covered participants (490 participants); asset peers above are excluded.
- Ohio Wesleyan University Defined Contribution Retirement Plan and Tax Deferred Annuity Plan (OH) 490 · 0 off
- Living Alternatives for the Developmentally Disabled, Inc. Retirement Savings Plan (MI) 489 · 1 off
- Bonner General Hospital 403(b) Plan (ID) 491 · 1 off
- Nicholas H. Noyes Tax Sheltered Savings Plan (NY) 491 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.