Other · DOL Form 5500 · 2023
Trustees of Mount Holyoke College Retirement Plan
Data updated 2026-08-25
- $393M
- Total assets Above avg plan size
- 1,304
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $301,734
- Avg per participant High balance/head
Official DOL plan name: Mount Holyoke College Defined Contribution Retirement Plan · Sponsored by Trustees of Mount Holyoke College · Massachusetts · Educational Services
$393M in assets, 1,304 participants
Trustees of Mount Holyoke College's Mount Holyoke College Defined Contribution Retirement Plan reported $393M in total assets and 1,304 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,558 in Educational Services (3,735 peers)
Where Mount Holyoke College Defined Contribution Retirement Plan sits by assets
Mount Holyoke College Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $393M for 1,304 participants (~$301,734/participant), up 8.1% in 2023.
- #3,558
- in Educational Services (3,735 peers)
- +8.1%
- assets growth YoY
- 3.9×
- vs typical plan assets (national mean)
Mount Holyoke College Defined Contribution Retirement Plan's outsized position by total assets
Mount Holyoke College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$393,461,547 Top 3% higher than 97% 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
Mount Holyoke College Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mount Holyoke College Defined Contribution Retirement Plan lands in the large band (1,304 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mount Holyoke College Defined Contribution Retirement Plan reported net income rose from -$65M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Mount Holyoke College Defined Contribution Retirement Plan end-of-year assets rose from $364M in the plan year 2022 filing to $393M in the plan year 2023 filing.
- Mount Holyoke College Defined Contribution Retirement Plan reported participants fell from 1,399 in the plan year 2022 filing to 1,304 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042103578 · Trustees of Mount Holyoke College PY 2023 · Other
Mount Holyoke College Defined Contribution Retirement Plan · $393M · 1,304 · 97th
- PCT $393M
- PCT 1,304
- PCT 97th
- PCT Other
- PCT near Arkansas Children's Retirement Plan
- PCT ind #3558
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 →
Mount Holyoke College Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $364M |
|---|---|
| Net Assets (End of Year) | $393M |
| Net Income | $29M |
| Employer EIN | 042103578 |
| Plan Effective Date | 1921-07-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Mount Holyoke College)
Sponsor-wide plan assets over time
All Trustees of Mount Holyoke College plans reported in each filing year
- Latest sponsor-wide plan assets
- $434M 14.907392709273712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,495 | $378M |
| 2023 | 2 | 1,387 | $408M |
| 2024 | 2 | 1,344 | $434M |
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
Mount Holyoke College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Arkansas Children's Retirement Plan in AR ($392M); by covered participants it is Sunset Park Health Council 403(b) Plan in NY (1,304 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($393M here).
- Arkansas Children's Retirement Plan (AR) $392M · 4,803
- Riverside Health System 403(b) Retirement Plan (VA) $392M · 9,364
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (IN) $391M · 7,567
- 403(b) Savings Plan for Children's Hospital & Research Center Oakland (CA) $391M · 2,765
Similar participant headcount
Nearest other-state filings by covered participants (1,304 participants); asset peers above are excluded.
- Sunset Park Health Council 403(b) Plan (NY) 1,304 · 0 off
- Berry Companies, Inc. Stock Bonus Plan (KS) 1,304 · 0 off
- Colorado Christian University 403(b) Retirement Plan (CO) 1,305 · 1 off
- Bellevue University Defined Contribution Retirement Plan (NE) 1,308 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.