Other · DOL Form 5500 · 2023

Stonehill College Retirement Plan

Data updated 2026-08-25

$225M
Total assets Near avg plan size
802
Participants Near avg headcount
95th
Percentile by assets National rank
$280,777
Avg per participant High balance/head
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Official DOL plan name: Stonehill College 403(b) Retirement Savings Plan · Sponsored by Stonehill College · Massachusetts · Educational Services

$225M in assets, 802 participants

Stonehill College's Stonehill College 403(b) Retirement Savings Plan reported $225M in total assets and 802 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,442 in Educational Services (3,735 peers)

Where Stonehill College 403(b) Retirement Savings Plan sits by assets

Stonehill College 403(b) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $225M for 802 participants (~$280,777/participant), up 9.4% in 2023.

#3,442
in Educational Services (3,735 peers)
+9.4%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Stonehill College 403(b) Retirement Savings Plan's outsized position by total assets

Stonehill College 403(b) Retirement Savings Plan vs every filed plan by assets

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

$225,183,071 Top 5% higher than 95% 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

Stonehill College 403(b) 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. Stonehill College 403(b) Retirement Savings Plan sits mid-pack in the medium band (802 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stonehill College 403(b) Retirement Savings Plan reported participants rose from 493 in the plan year 2022 filing to 802 in the plan year 2023 filing.
  • Stonehill College 403(b) Retirement Savings Plan reported net income rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Stonehill College 403(b) Retirement Savings Plan end-of-year assets rose from $206M in the plan year 2022 filing to $225M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042104229 · Stonehill College PY 2023 · Other

Stonehill College 403(b) Retirement Savings Plan · $225M · 802 · 95th

  • BOY $225M
  • SCH 802
  • EBSA 95th
  • PART Other
  • TYPE near University Health Physicians 403(b) Retirement Plan
  • NET ind #3442

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 →

Stonehill College 403(b) Retirement Savings Plan in the asset neighbourhood

Southern New Hampshire Medical Center 403(b) Retirement Savings Plus PlanSouthern New Hampshire Medic…$227MStonehill College 403(b) Retirement Savings PlanStonehill College 403(b) Ret…$225MUniversity Health Physicians 403(b) Retirement PlanUniversity Health Physicians…$225MGreenwich Hospital Tax Deferred Annuity Retirement PlanGreenwich Hospital Tax Defer…$225MValparaiso University Retirement PlanValparaiso University Retire…$225M
End-of-year total assets ($M) among Stonehill College 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$206M
Net Assets (End of Year)$225M
Net Income$19M
Employer EIN042104229
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonehill College)

Sponsor-wide plan assets over time

All Stonehill College plans reported in each filing year

Latest sponsor-wide plan assets
$240M 16.49770491744679% vs 2022
2024 filing year
$200M$220M$240M$260M 202220232024 $206M $240M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 493 $206M
2023 1 802 $225M
2024 1 794 $240M

Nearby Other Plans in Massachusetts

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

Stonehill College 403(b) Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 012345 Total assets ($B) Participants Stonehill College 403(b) Retirement Savings Plan, Total assets ($B): 0.225183071 · Participants: 802Stonehill College 403(b) Retirement Savings PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Stonehill College 403(b) Retirement Savings Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Stonehill College 403(b) Retirement Savings Plan side-by-side with 3 peers →

Stonehill College 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is University Health Physicians 403(b) Retirement Plan in MO ($225M); by covered participants it is Charles E. Smith Life Communities 403(b) Plan in MD (802 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (802 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 Stonehill College 403(b) Retirement Savings Plan assets move in 2023? ▼
Stonehill College 403(b) Retirement Savings Plan grew at a solid clip - up 9.4% during 2023, from $206M to $225M. Reported net income was $19M.
How have Stonehill College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stonehill College's sponsor-wide assets grew 16.5%, from $206M to $240M.
Where does Stonehill College 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Stonehill College 403(b) Retirement Savings Plan ranks in the 95th 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 Stonehill College 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by assets is University Health Physicians 403(b) Retirement Plan in MO ($225M, 297 participants).
Which Other plans cover a similar participant headcount to Stonehill College 403(b) Retirement Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Charles E. Smith Life Communities 403(b) Plan in MD (802 participants, $15M 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 042104229.

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.