Defined Benefit (Pension) · DOL Form 5500 · 2023

Amherst College Trustees Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
36th
Percentile by assets National rank
$126,990
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Folger Shakespeare Library Staff Retirement Plan · Sponsored by Amherst College Trustees · Massachusetts · Educational Services

$3M in assets, 24 participants

Amherst College Trustees's Folger Shakespeare Library Staff Retirement Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #887 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 Folger Shakespeare Library Staff Retirement Plan at $3M / 24 participants.

#887
in Educational Services (3,735 peers)
+5.9%
assets growth YoY

Folger Shakespeare Library Staff Retirement Plan's mid-pack asset rank among Educational Services and all filers

Folger Shakespeare Library Staff Retirement Plan vs every filed plan by assets

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

$3,047,758 36th percentile higher than 36% 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

Folger Shakespeare Library 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. Folger Shakespeare Library Staff Retirement Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Folger Shakespeare Library Staff Retirement Plan reported net income rose from $132K in the plan year 2022 filing to $171K in the plan year 2023 filing.
  • Folger Shakespeare Library Staff Retirement Plan reported participants fell from 26 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Folger Shakespeare Library Staff Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M 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)

Folger Shakespeare Library Staff Retirement Plan · $3M · 24 · 36th

  • TYPE $3M
  • NET 24
  • BOOK 36th
  • VS-ST Defined Benefit (Pension)
  • BOY near Gornto & Associates, Inc. Defined Benefit Plan
  • SCH ind #887

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 →

Folger Shakespeare Library Staff Retirement Plan in the asset neighbourhood

Pension Plan for Employees of Easter Seals, Inc.Pension Plan for Employees o…$3MSabajka Productions Inc Defined Benefit Pension PlanSabajka Productions Inc Defi…$3MFolger Shakespeare Library Staff Retirement PlanFolger Shakespeare Library S…$3MGornto & Associates, Inc. Defined Benefit PlanGornto & Associates, Inc. De…$3MJenaper Associates, Inc. Retirement PlanJenaper Associates, Inc. Ret…$3M
End-of-year total assets ($M) among Folger Shakespeare Library 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)$3M
Net Assets (End of Year)$3M
Net Income$171K
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.

Folger Shakespeare Library Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Folger Shakespeare Library Staff Retirement Plan, Total assets ($B): 0.003047758 · Participants: 24Folger Shakespeare Library 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
Folger Shakespeare Library Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Folger Shakespeare Library Staff Retirement Plan side-by-side with 3 peers →

Folger Shakespeare Library 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 Gornto & Associates, Inc. Defined Benefit Plan in TX ($3M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Folger Shakespeare Library Staff Retirement Plan assets move in 2023? ▼
Folger Shakespeare Library Staff Retirement Plan grew at a solid clip - up 5.9% during 2023, from $3M to $3M. Reported net income was $171K.
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 Folger Shakespeare Library Staff Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gornto & Associates, Inc. Defined Benefit Plan in TX ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Folger Shakespeare Library Staff Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (24 participants, $2M 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.