Other · DOL Form 5500 · 2023

Board of Trustees of Whitman College Retirement Plan

Data updated 2026-08-25

$209M
Total assets Near avg plan size
547
Participants Below avg headcount
95th
Percentile by assets National rank
$382,963
Avg per participant High balance/head
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Official DOL plan name: Whitman College Retirement Plan · Sponsored by Board of Trustees of Whitman College · Washington · Educational Services

$209M in assets, 547 participants

Board of Trustees of Whitman College's Whitman College Retirement Plan reported $209M in total assets and 547 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.

  • #3,422 in Educational Services (3,735 peers)

Coverage in Washington

Whitman College Retirement Plan covers 547 participants in Washington, about 37% of the average Washington filer (state average ~1,476 per filing). Assets: $209M.

#3,422
in Educational Services (3,735 peers)
+8.4%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Whitman College Retirement Plan's outsized position by total assets

Whitman College Retirement Plan vs every filed plan by assets

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

$209,480,900 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

Whitman College 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. Whitman College Retirement Plan sits mid-pack in the medium band (547 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitman College Retirement Plan reported net income rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Whitman College Retirement Plan end-of-year assets rose from $193M in the plan year 2022 filing to $209M in the plan year 2023 filing.
  • Whitman College Retirement Plan reported participants rose from 536 in the plan year 2022 filing to 547 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 910567740 · Board of Trustees of Whitman College PY 2023 · Other

Whitman College Retirement Plan · $209M · 547 · 95th

  • NET $209M
  • BOOK 547
  • VS-ST 95th
  • BOY Other
  • SCH near Norc, Inc. Retirement Plan
  • EBSA ind #3422

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 Washington →

Whitman College Retirement Plan in the asset neighbourhood

Adena Health System Tax Deferred Annuity/Matched Savings PlanAdena Health System Tax Defe…$211MNorc, Inc. Retirement Plan$211MWhitman College Retirement PlanWhitman College Retirement P…$209MLe Moyne College 403(b) Plan$208MNatural Resources Defense Council Tax Deferred Annuity Retirement PlanNatural Resources Defense Co…$208M
End-of-year total assets ($M) among Whitman College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$209M
Net Income$16M
Employer EIN910567740
Plan Effective Date1920-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Whitman College)

Sponsor-wide plan assets over time

All Board of Trustees of Whitman College plans reported in each filing year

Latest sponsor-wide plan assets
$228M 18.068453479199587% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $193M $228M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 536 $193M
2023 1 547 $209M
2024 1 663 $228M

Nearby Other Plans in Washington

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

Whitman College Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Whitman College Retirement Plan, Total assets ($B): 0.2094809 · Participants: 547Whitman College Retirement PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Whitman College Retirement Plan vs. nearby Other plans in Washington, assets vs. participants
Compare Whitman College Retirement Plan side-by-side with 3 peers →

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

Outside Washington, the nearest Other by assets is Norc, Inc. Retirement Plan in IL ($211M); by covered participants it is Retirement Accumulation Plan for Fairchild Medical Center in CA (547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (547 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 Whitman College Retirement Plan assets move in 2023? ▼
Whitman College Retirement Plan grew at a solid clip - up 8.4% during 2023, from $193M to $209M. Reported net income was $16M.
How have Board of Trustees of Whitman College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Whitman College's sponsor-wide assets grew 18.1%, from $193M to $228M.
Where does Whitman College Retirement Plan rank by assets among Form 5500 filers? ▼
Whitman College Retirement 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 Whitman College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Norc, Inc. Retirement Plan in IL ($211M, 2,277 participants).
Which Other plans cover a similar participant headcount to Whitman College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Retirement Accumulation Plan for Fairchild Medical Center in CA (547 participants, $47M 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 910567740.

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.