Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Pomona College Academic Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pomona College · California · Educational Services

What the 2023 filing shows

Pomona College Academic Retirement Plan holds $346M for 1,395 participants — about $247,968 per participant, up 10.7% over the 2023 plan year.

$346M
total plan assets (2023 EOY)
1,395
covered participants
$247,968
avg assets per participant
+10.7%
assets growth YoY
Total Assets (2023)
$346M
Participants
1,395
State
Industry
Educational Services

What the Filing Says About Pomona College Academic Retirement Plan

Pomona College Academic Retirement Plan is a Profit Sharing retirement plan sponsored by Pomona College, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $346M in total end-of-year assets and covers 1,395 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951664112, and the plan has been effective since 1920-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $313M at the beginning of 2023 to $346M at year-end — a gain of 10.7%. Net assets (after liabilities) closed the year at $346M, with reported net income of $33M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

Sponsor Plan History (Pomona College)

Year Plans Participants Total Assets
2022 1 1,325 $313M
2023 1 1,395 $346M
2024 1 1,433 $380M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Pomona College Academic Retirement Plan?
As of the 2023 Form 5500 filing, Pomona College Academic Retirement Plan holds $346M in total assets with 1,395 participants. It is sponsored by Pomona College.
What type of plan is Pomona College Academic Retirement Plan?
Pomona College Academic Retirement Plan is a Profit Sharing plan. It has been effective since 1920-01-01. The plan is filed with the U.S. Department of Labor under EIN 951664112.
Who sponsors the Pomona College Academic Retirement Plan?
Pomona College Academic Retirement Plan is sponsored by Pomona College, located in California. The sponsor's EIN is 951664112 and the plan operates in the Educational Services industry.
How did Pomona College Academic Retirement Plan perform in 2023?
Pomona College Academic Retirement Plan grew by 10.7% during 2023, moving from $313M to $346M in total assets. Net income was $33M.
Where can I find official filings for Pomona College Academic Retirement Plan?
Official Form 5500 filings for Pomona College Academic Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951664112 or plan name at efast.dol.gov.
How does Pomona College Academic Retirement Plan compare to other plans?
You can compare Pomona College Academic Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.