Defined Benefit (Pension) · DOL Form 5500 · 2023

Mount Holyoke College Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
83
Participants Small participant base
67th
Percentile by assets National rank
$175,319
Avg per participant Above avg balance/head
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Official DOL plan name: Cash Balance Pension Plan for Staff Employees of Mount Holyoke College · Sponsored by Mount Holyoke College · Massachusetts · Educational Services

$15M in assets, 83 participants

Mount Holyoke College's Cash Balance Pension Plan for Staff Employees of Mount Holyoke College reported $15M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #1,830 in Educational Services (3,735 peers)

Mount Holyoke College multi-year trail

Mount Holyoke College's plans moved +14.9% in assets from 2022 to 2024; this filing shows Cash Balance Pension Plan for Staff Employees of Mount Holyoke College at $15M / 83 participants.

#1,830
in Educational Services (3,735 peers)
+4.3%
assets growth YoY

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College's outsized position by total assets

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College vs every filed plan by assets

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

$14,551,499 Top 33% higher than 67% 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

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cash Balance Pension Plan for Staff Employees of Mount Holyoke College is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cash Balance Pension Plan for Staff Employees of Mount Holyoke College reported net income rose from -$687K in the plan year 2022 filing to $598K in the plan year 2023 filing.
  • Cash Balance Pension Plan for Staff Employees of Mount Holyoke College reported participants fell from 96 in the plan year 2022 filing to 83 in the plan year 2023 filing.
  • Cash Balance Pension Plan for Staff Employees of Mount Holyoke College end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042103578 · Mount Holyoke College PY 2023 · Defined Benefit (Pension)

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College · $15M · 83 · 67th

  • IND $15M
  • IND 83
  • IND 67th
  • IND Defined Benefit (Pension)
  • IND near New Jersey Mailers Local 1100 S-L/Wsj Pension Plan
  • IND ind #1830

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 →

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College in the asset neighbourhood

High Grade Beverage Union Pension PlanHigh Grade Beverage Union Pe…$15MCash Balance Pension Plan for Staff Employees of Mount Holyoke CollegeCash Balance Pension Plan fo…$15MNew Jersey Mailers Local 1100 S-L/Wsj Pension PlanNew Jersey Mailers Local 110…$15MAdvanced Radiology Services Cash Balance PlanAdvanced Radiology Services …$15MHilton International Cash Balance Pension PlanHilton International Cash Ba…$14M
End-of-year total assets ($M) among Cash Balance Pension Plan for Staff Employees of Mount Holyoke College and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Mount Holyoke College multi-year asset trail

Sponsor-wide plan assets over time

All Mount Holyoke College plans reported in each filing year

Latest sponsor-wide plan assets
$434M 14.907392709273712% vs 2022
2024 filing year
$360M$380M$400M$420M$440M 202220232024 $378M $434M ▲ +14.9%
Year Plans Participants Total Assets
2022 2 1,495 $378M
2023 2 1,387 $408M
2024 2 1,344 $434M

Mount Holyoke College filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$598K
Employer EIN042103578
Plan Effective Date1955-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Cash Balance Pension Plan for Staff Employees of Mount Holyoke College, Total assets ($B): 0.014551499 · Participants: 83Cash Balance Pension Plan for Staff Employees of Mount Holyoke CollegeConsolidated 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
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Cash Balance Pension Plan for Staff Employees of Mount Holyoke College side-by-side with 3 peers →

Cash Balance Pension Plan for Staff Employees of Mount Holyoke College's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is New Jersey Mailers Local 1100 S-L/Wsj Pension Plan in NJ ($15M); by covered participants it is Pension Plan for Employees of Cn U.S. Subsidiaries in IL (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Cash Balance Pension Plan for Staff Employees of Mount Holyoke College assets move in 2023? ▼
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College edged up modestly - up 4.3% during 2023, from $14M to $15M. Reported net income was $598K.
How have Mount Holyoke College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Holyoke College's sponsor-wide assets grew 14.9%, from $378M to $434M.
Which Defined Benefit (Pension) plans are similar in size to Cash Balance Pension Plan for Staff Employees of Mount Holyoke College? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is New Jersey Mailers Local 1100 S-L/Wsj Pension Plan in NJ ($15M, 79 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cash Balance Pension Plan for Staff Employees of Mount Holyoke College? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Cn U.S. Subsidiaries in IL (83 participants, $77M 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 042103578.

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.