Other · DOL Form 5500 · 2023
Amherst College Trustees Retirement Plan
Data updated 2026-08-25
- $579M
- Total assets Above avg plan size
- 2,170
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $266,779
- Avg per participant High balance/head
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.
- #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.
- #3,618
- in Educational Services (3,735 peers)
- +12.3%
- assets growth YoY
- 5.8×
- vs typical plan assets (national mean)
Amherst College Defined Contribution Retirement Plan's outsized position by total assets
Amherst College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$578,910,202 Top 2% higher than 98% 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
Amherst College Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amherst College Defined Contribution Retirement Plan lands in the large band (2,170 participants).
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.
Published 5500 schedule card
Filing strip 042103542 · Amherst College Trustees PY 2023 · Other
Amherst College Defined Contribution Retirement Plan · $579M · 2,170 · 98th
- PART $579M
- TYPE 2,170
- NET 98th
- BOOK Other
- VS-ST near Baylor Scott & White Health 403(b) Savings Plan
- BOY ind #3618
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 →
Amherst College Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Amherst College Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $661M 22.491283472627824% vs 2022
- 2024 filing year
| 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.
- 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
Amherst College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Baylor Scott & White Health 403(b) Savings Plan in TX ($580M); by covered participants it is Noblis, Inc. Tax Sheltered Annuity Plan in VA (2,170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($579M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,170 participants); asset peers above are excluded.
- Noblis, Inc. Tax Sheltered Annuity Plan (VA) 2,170 · 0 off
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan (CA) 2,168 · 2 off
- Mary Free Bed Rehabilitation Hospital 403(b) Plan (MI) 2,172 · 2 off
- Good Shepherd Retirement Plan (PA) 2,168 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.