Other · DOL Form 5500 · 2024
The New England College of Optometry Retirement Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 195
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $253,315
- Avg per participant Above avg balance/head
Official DOL plan name: The New England College of Optometry Defined Contribution Retirement Plan · Sponsored by The New England College of Optometry · Massachusetts · Educational Services
$49M in assets, 195 participants
The New England College of Optometry's The New England College of Optometry Defined Contribution Retirement Plan reported $49M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #2,614 in Educational Services (3,638 peers)
Coverage in Massachusetts
The New England College of Optometry Defined Contribution Retirement Plan covers 195 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $49M.
- #2,614
- in Educational Services (3,638 peers)
- +8.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The New England College of Optometry Defined Contribution Retirement Plan's outsized position by total assets
The New England College of Optometry Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,396,366 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The New England College of Optometry Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The New England College of Optometry Defined Contribution Retirement Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The New England College of Optometry Defined Contribution Retirement Plan reported participants rose from 146 in the plan year 2023 filing to 195 in the plan year 2024 filing.
- The New England College of Optometry Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The New England College of Optometry Defined Contribution Retirement Plan end-of-year assets rose from $46M in the plan year 2023 filing to $49M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 041591060 · The New England College of Optometry PY 2024 · Other
The New England College of Optometry Defined Contribution Retirement Plan · $49M · 195 · 84th
- EIN $49M
- RANK 195
- PHOTO 84th
- IND Other
- EOY near Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan
- 5500 ind #2614
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 →
The New England College of Optometry Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $4M |
| Employer EIN | 041591060 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The New England College of Optometry)
Sponsor-wide plan assets over time
All The New England College of Optometry plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 20.175261508686123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $41M |
| 2023 | 1 | 146 | $46M |
| 2024 | 1 | 195 | $49M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
The New England College of Optometry Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan in MI ($49M); by covered participants it is Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan in VA (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Western Michigan University Homer Stryker M.D. School of Medicine 403(b) Plan (MI) $49M · 469
- The University of Connecticut Foundation, Inc. Retirement Annuity Plan (CT) $49M · 169
- Crossing Rivers Health 403(b) Plan (WI) $49M · 331
- Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan (CA) $49M · 838
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Trinity Christian School of Fairfax Defined Contribution and Tax Deferred Annuity Retirement Plan (VA) 195 · 0 off
- The Winston Preparatory School 403(b) DC Plan (NY) 195 · 0 off
- American Academy of Dermatology 403b Plan (IL) 195 · 0 off
- Milwaukee Art Museum, Inc. Employees' Retirement Income Plan (WI) 195 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.