Other · DOL Form 5500 · 2023
Bard College Retirement Plan
Data updated 2026-08-25
- $343M
- Total assets Above avg plan size
- 1,257
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $272,953
- Avg per participant High balance/head
Official DOL plan name: Bard College/Simons Rock 403(b) Plan · Sponsored by Bard College · New York · Educational Services
$343M in assets, 1,257 participants
Bard College's Bard College/Simons Rock 403(b) Plan reported $343M in total assets and 1,257 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,537 in Educational Services (3,735 peers)
Where Bard College/Simons Rock 403(b) Plan sits by assets
Bard College/Simons Rock 403(b) Plan sits in the top 5% of all filed plans by assets, $343M for 1,257 participants (~$272,953/participant), up 13.7% in 2023.
- #3,537
- in Educational Services (3,735 peers)
- +13.7%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Bard College/Simons Rock 403(b) Plan's outsized position by total assets
Bard College/Simons Rock 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$343,101,654 Top 4% higher than 96% 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
Bard College/Simons Rock 403(b) 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. Bard College/Simons Rock 403(b) Plan lands in the large band (1,257 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bard College/Simons Rock 403(b) Plan reported net income rose from -$43M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- Bard College/Simons Rock 403(b) Plan reported participants rose from 1,067 in the plan year 2022 filing to 1,257 in the plan year 2023 filing.
- Bard College/Simons Rock 403(b) Plan end-of-year assets rose from $302M in the plan year 2022 filing to $343M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 141713034 · Bard College PY 2023 · Other
Bard College/Simons Rock 403(b) Plan · $343M · 1,257 · 96th
- IND $343M
- EOY 1,257
- 5500 96th
- ASSETS Other
- PCT near Butler University Retirement Plan
- EIN ind #3537
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 →
Bard College/Simons Rock 403(b) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $302M |
|---|---|
| Net Assets (End of Year) | $343M |
| Net Income | $41M |
| Employer EIN | 141713034 |
| Plan Effective Date | 1941-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bard College)
Sponsor-wide plan assets over time
All Bard College plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 25.716446586037158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,242 | $310M |
| 2023 | 2 | 1,435 | $353M |
| 2024 | 2 | 2,606 | $390M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Bard College/Simons Rock 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Butler University Retirement Plan in IN ($343M); by covered participants it is American Baptist Homes of the Midwest Tda Plan in MN (1,254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($343M here).
- Butler University Retirement Plan (IN) $343M · 3,137
- Genesis Health System Retirement Savings Plan (IA) $345M · 4,651
- 403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff (NH) $345M · 64
- Pomona College Academic Retirement Plan (CA) $346M · 1,395
Similar participant headcount
Nearest other-state filings by covered participants (1,257 participants); asset peers above are excluded.
- American Baptist Homes of the Midwest Tda Plan (MN) 1,254 · 3 off
- National Public Radio, Inc. Retirement Plan (DC) 1,254 · 3 off
- Goodwill Industries of Arkansas, Inc. 403(b) Plan (AR) 1,262 · 5 off
- Community Hospital 403(b) Plan (CO) 1,251 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.