Other · DOL Form 5500 · 2023
Elderhostel Inc. Retirement Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 566
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $149,647
- Avg per participant Above avg balance/head
Official DOL plan name: Road Scholar Retirement Plan · Sponsored by Elderhostel Inc. · Massachusetts · Educational Services
$85M in assets, 566 participants
Elderhostel Inc.'s Road Scholar Retirement Plan reported $85M in total assets and 566 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,081 in Educational Services (3,735 peers)
Where Road Scholar Retirement Plan sits by assets
Road Scholar Retirement Plan sits in the top 10% of all filed plans by assets, $85M for 566 participants (~$149,647/participant), up 26.8% in 2023.
- #3,081
- in Educational Services (3,735 peers)
- +26.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Road Scholar Retirement Plan's outsized position by total assets
Road Scholar Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$84,700,310 Top 10% higher than 90% 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
Road Scholar Retirement 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. Road Scholar Retirement Plan sits mid-pack in the medium band (566 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Road Scholar Retirement Plan reported participants rose from 281 in the plan year 2022 filing to 566 in the plan year 2023 filing.
- Road Scholar Retirement Plan reported net income rose from $10M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Road Scholar Retirement Plan end-of-year assets rose from $67M in the plan year 2022 filing to $85M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042632526 · Elderhostel Inc. PY 2023 · Other
Road Scholar Retirement Plan · $85M · 566 · 90th
- EBSA $85M
- PART 566
- TYPE 90th
- NET Other
- BOOK near Anderson Healthcare 403b Plan
- VS-ST ind #3081
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 →
Road Scholar Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $18M |
| Employer EIN | 042632526 |
| Plan Effective Date | 1978-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elderhostel Inc.)
Sponsor-wide plan assets over time
All Elderhostel Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 47.019112626770074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 281 | $67M |
| 2023 | 1 | 566 | $85M |
| 2024 | 1 | 591 | $98M |
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
Road Scholar Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Anderson Healthcare 403b Plan in IL ($85M); by covered participants it is Sidney Health Center Pension Plan in MT (566 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Anderson Healthcare 403b Plan (IL) $85M · 1,510
- The Saint Ann's School Tax Deferred Annuity Plan (NY) $85M · 280
- Golden Gate University Retirement Plan (CA) $85M · 245
- Asian Health Services 403(b) Plan (CA) $85M · 646
Similar participant headcount
Nearest other-state filings by covered participants (566 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.