Defined Benefit (Pension) · DOL Form 5500 · 2023

Amherst College Trustees Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
32
Participants Small participant base
74th
Percentile by assets National rank
$670,152
Avg per participant High balance/head
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Official DOL plan name: Amherst College Staff Retirement Plan · Sponsored by Amherst College Trustees · Massachusetts · Educational Services

$21M in assets, 32 participants

Amherst College Trustees's Amherst College Staff Retirement Plan reported $21M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,135 in Educational Services (3,735 peers)

Amherst College Trustees multi-year trail

Amherst College Trustees's plans moved +22.5% in assets from 2022 to 2024; this filing shows Amherst College Staff Retirement Plan at $21M / 32 participants.

#2,135
in Educational Services (3,735 peers)
+3.4%
assets growth YoY

Amherst College Staff Retirement Plan's outsized position by total assets

Amherst College Staff Retirement Plan vs every filed plan by assets

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

$21,444,876 Top 26% higher than 74% 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

Amherst College Staff Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amherst College Staff Retirement Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amherst College Staff Retirement Plan reported net income rose from $592K in the plan year 2022 filing to $712K in the plan year 2023 filing.
  • Amherst College Staff Retirement Plan reported participants fell from 34 in the plan year 2022 filing to 32 in the plan year 2023 filing.
  • Amherst College Staff Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042103542 · Amherst College Trustees PY 2023 · Defined Benefit (Pension)

Amherst College Staff Retirement Plan · $21M · 32 · 74th

  • 5500 $21M
  • 5500 32
  • 5500 74th
  • 5500 Defined Benefit (Pension)
  • 5500 near Bricklayers Local No. 1 of Ky. Pension Trust Fund
  • 5500 ind #2135

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 Staff Retirement Plan in the asset neighbourhood

Employer Local No. 375 Pension PlanEmployer Local No. 375 Pensi…$21MBricklayers Local No. 1 of Ky. Pension Trust FundBricklayers Local No. 1 of K…$21MAmherst College Staff Retirement PlanAmherst College Staff Retire…$21MPittsburgh Glass Works Retirement Income PlanPittsburgh Glass Works Retir…$21MOdfjell Holdings (US) Inc. Defined Benefit PlanOdfjell Holdings (US) Inc. D…$21M
End-of-year total assets ($M) among Amherst College Staff Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Amherst College Trustees multi-year asset trail

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
$500M$550M$600M$650M$700M 202220232024 $539M $661M ▲ +22.5%
Year Plans Participants Total Assets
2022 3 1,848 $539M
2023 3 2,226 $603M
2024 3 1,956 $661M

Amherst College Trustees filing trail (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$21M
Net Income$712K
Employer EIN042103542
Plan Effective Date1973-04-07
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Amherst College Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Amherst College Staff Retirement Plan, Total assets ($B): 0.021444876 · Participants: 32Amherst College Staff Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Amherst College Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Amherst College Staff Retirement Plan side-by-side with 3 peers →

Amherst College Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Bricklayers Local No. 1 of Ky. Pension Trust Fund in MI ($21M); by covered participants it is Winholt Equipment Corporation Defined Benefit Plan in NY (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Amherst College Staff Retirement Plan assets move in 2023? ▼
Amherst College Staff Retirement Plan edged up modestly - up 3.4% during 2023, from $21M to $21M. Reported net income was $712K.
How have Amherst College Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amherst College Trustees's sponsor-wide assets grew 22.5%, from $539M to $661M.
Which Defined Benefit (Pension) plans are similar in size to Amherst College Staff Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers Local No. 1 of Ky. Pension Trust Fund in MI ($21M, 351 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amherst College Staff Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Winholt Equipment Corporation Defined Benefit Plan in NY (32 participants, $3M 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 042103542.

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.