Other · DOL Form 5500 · 2023
Amherst College Trustees Retirement Plan
Data updated 2026-08-11
- $579M
- Total assets
- 2,170
- Participants
- 98th
- Percentile by assets
- $266,779
- Avg per participant
Official DOL plan name: Amherst College Defined Contribution Retirement Plan · Sponsored by Amherst College Trustees · Massachusetts · Educational Services
$579M in assets, 2,170 participants
Amherst College Trustees's Amherst College Defined Contribution Retirement Plan reported $579M in total assets and 2,170 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #3,618 in Educational Services (3,735 peers)
Coverage in Massachusetts
Amherst College Defined Contribution Retirement Plan covers 2,170 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $579M.
- $579M
- total plan assets (2023 EOY)
- 2,170
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $266,779
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amherst College Defined Contribution Retirement Plan reported net income rose from $44M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Amherst College Defined Contribution Retirement Plan reported participants rose from 1,788 in the plan year 2022 filing to 2,170 in the plan year 2023 filing.
- Amherst College Defined Contribution Retirement Plan end-of-year assets rose from $516M in the plan year 2022 filing to $579M in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Amherst College Defined Contribution Retirement Plan reports 2,170 participants - 3.3x that state average ($579M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $516M |
|---|---|
| Net Assets (End of Year) | $579M |
| Net Income | $63M |
| Employer EIN | 042103542 |
| Plan Effective Date | 1941-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amherst College Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,848 | $539M |
| 2023 | 3 | 2,226 | $603M |
| 2024 | 3 | 1,956 | $661M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Amherst College Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Amherst College Defined Contribution Retirement Plan by total assets, not by location.
- Baylor Scott & White Health 403(b) Savings Plan (TX) $580M · 5,360
- Pepperdine University Retirement Plan (CA) $576M · 1,777
- Embry-Riddle Aeronautical University Defined Contribution Retirement Plan (FL) $575M · 3,904
- Roper St. Francis Healthcare 403(b) Plan (SC) $583M · 5,979
Frequently Asked Questions
How did Amherst College Defined Contribution Retirement Plan assets move in 2023? ▼
How have Amherst College Trustees plan assets changed over time? ▼
Where does Amherst College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Amherst College Defined Contribution Retirement Plan? ▼
Next read for Amherst College Defined Contribution Ret…
Filing takeaways
Ways to act on Amherst College Defined Contribution Retirement Plan's numbers.
- By total assets, Amherst College Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Amherst College Trustees's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Educational Services plans