Other · DOL Form 5500 · 2023

Pomona College Retirement Plan

Data updated 2026-08-25

$346M
Total assets Above avg plan size
1,395
Participants Near avg headcount
97th
Percentile by assets National rank
$247,968
Avg per participant Above avg balance/head
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Official DOL plan name: Pomona College Academic Retirement Plan · Sponsored by Pomona College · California · Educational Services

$346M in assets, 1,395 participants

Pomona College's Pomona College Academic Retirement Plan reported $346M in total assets and 1,395 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.

  • #3,540 in Educational Services (3,735 peers)

Coverage in California

Pomona College Academic Retirement Plan covers 1,395 participants in California, 2.2x the typical California plan (state average ~630 per filing). Assets: $346M.

#3,540
in Educational Services (3,735 peers)
+10.7%
assets growth YoY
3.5×
vs typical plan assets (national mean)

Pomona College Academic Retirement Plan's outsized position by total assets

Pomona College Academic Retirement Plan vs every filed plan by assets

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

$345,915,589 Top 3% higher than 97% 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

Pomona College Academic 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. Pomona College Academic Retirement Plan lands in the large band (1,395 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pomona College Academic Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Pomona College Academic Retirement Plan end-of-year assets rose from $313M in the plan year 2022 filing to $346M in the plan year 2023 filing.
  • Pomona College Academic Retirement Plan reported participants rose from 1,325 in the plan year 2022 filing to 1,395 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951664112 · Pomona College PY 2023 · Other

Pomona College Academic Retirement Plan · $346M · 1,395 · 97th

  • VS-ST $346M
  • BOY 1,395
  • SCH 97th
  • EBSA Other
  • PART near Medisys Health Network, Inc. 403(b) Plan
  • TYPE ind #3540

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 →

Pomona College Academic Retirement Plan in the asset neighbourhood

Pomona College Academic Retirement PlanPomona College Academic Reti…$346MMedisys Health Network, Inc. 403(b) PlanMedisys Health Network, Inc.…$346MSkidmore 403(b) Retirement PlanSkidmore 403(b) Retirement P…$345M403(b) Defined Contribution Retirement Plan for Dartmouth College Faculty and Staff403(b) Defined Contribution …$345MGenesis Health System Retirement Savings PlanGenesis Health System Retire…$345M
End-of-year total assets ($M) among Pomona College Academic Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$313M
Net Assets (End of Year)$346M
Net Income$33M
Employer EIN951664112
Plan Effective Date1920-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pomona College)

Sponsor-wide plan assets over time

All Pomona College plans reported in each filing year

Latest sponsor-wide plan assets
$380M 21.588959175853166% vs 2022
2024 filing year
$300M$350M$400M 202220232024 $313M $380M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 1,325 $313M
2023 1 1,395 $346M
2024 1 1,433 $380M

Nearby Other Plans in California

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

Pomona College Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Pomona College Academic Retirement Plan, Total assets ($B): 0.345915589 · Participants: 1395Pomona 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
Pomona College Academic Retirement Plan vs. nearby Other plans in California, assets vs. participants
Compare Pomona College Academic Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Other by assets is Medisys Health Network, Inc. 403(b) Plan in NY ($346M); by covered participants it is Bd Savings Plan for Puerto Rico Employees in PR (1,390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,395 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 Pomona College Academic Retirement Plan assets move in 2023? ▼
Pomona College Academic Retirement Plan grew at a solid clip - up 10.7% during 2023, from $313M to $346M. Reported net income was $33M.
How have Pomona College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pomona College's sponsor-wide assets grew 21.6%, from $313M to $380M.
Where does Pomona College Academic Retirement Plan rank by assets among Form 5500 filers? ▼
Pomona College Academic Retirement Plan ranks in the 97th 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 Pomona College Academic Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Medisys Health Network, Inc. 403(b) Plan in NY ($346M, 5,742 participants).
Which Other plans cover a similar participant headcount to Pomona College Academic Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Bd Savings Plan for Puerto Rico Employees in PR (1,390 participants, $70M 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 951664112.

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.