Defined Benefit (Pension) · DOL Form 5500 · 2023
Trustees of the College of the Holy Cross Pension Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 271
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $298,819
- Avg per participant High balance/head
Official DOL plan name: Holy Cross Retirement Plan for Nonexempt Employees · Sponsored by Trustees of the College of the Holy Cross · Massachusetts · Educational Services
$81M in assets, 271 participants
Trustees of the College of the Holy Cross's Holy Cross Retirement Plan for Nonexempt Employees reported $81M in total assets and 271 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.
- #3,059 in Educational Services (3,735 peers)
Coverage in Massachusetts
Holy Cross Retirement Plan for Nonexempt Employees covers 271 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $81M.
- #3,059
- in Educational Services (3,735 peers)
- +5.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Holy Cross Retirement Plan for Nonexempt Employees's outsized position by total assets
Holy Cross Retirement Plan for Nonexempt Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,979,875 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
Holy Cross Retirement Plan for Nonexempt Employees 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. Holy Cross Retirement Plan for Nonexempt Employees sits mid-pack in the medium band (271 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holy Cross Retirement Plan for Nonexempt Employees reported participants fell from 305 in the plan year 2022 filing to 271 in the plan year 2023 filing.
- Holy Cross Retirement Plan for Nonexempt Employees reported net income rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Holy Cross Retirement Plan for Nonexempt Employees end-of-year assets rose from $77M in the plan year 2022 filing to $81M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042103558 · Trustees of the College of the Holy Cross PY 2023 · Defined Benefit (Pension)
Holy Cross Retirement Plan for Nonexempt Employees · $81M · 271 · 90th
- EBSA $81M
- EBSA 271
- EBSA 90th
- EBSA Defined Benefit (Pension)
- EBSA near Albemarle Corporation Pension Plan for Represented Employees in Baton Rouge,La
- EBSA ind #3059
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 →
Holy Cross Retirement Plan for Nonexempt Employees in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $4M |
| Employer EIN | 042103558 |
| Plan Effective Date | 1959-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the College of the Holy Cross)
Sponsor-wide plan assets over time
All Trustees of the College of the Holy Cross plans reported in each filing year
- Latest sponsor-wide plan assets
- $488M 18.825666231062186% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,243 | $411M |
| 2023 | 2 | 1,235 | $447M |
| 2024 | 2 | 1,202 | $488M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Holy Cross Retirement Plan for Nonexempt Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Albemarle Corporation Pension Plan for Represented Employees in Baton Rouge,La in NC ($81M); by covered participants it is Unify Financial Credit Union Pension Plan in CA (271 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
Similar participant headcount
Nearest other-state filings by covered participants (271 participants); asset peers above are excluded.
- Unify Financial Credit Union Pension Plan (CA) 271 · 0 off
- Concrete Block Employers Pension Plan (CA) 271 · 0 off
- Msg Entertainment Holdings, LLC Cash Balance Pension Plan (NY) 271 · 0 off
- IBEW Local 129 Pension Fund Pension Plan (MI) 271 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.