Other · DOL Form 5500 · 2024
The New England College of Optometry Retirement Plan
Data updated 2026-08-11
- $49M
- Total assets
- 195
- Participants
- 84th
- Percentile by assets
- $253,315
- Avg per participant
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.
- 84th percentile by assets (of 123,622 plans)
- #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.
- $49M
- total plan assets (2024 EOY)
- 195
- covered participants
- 84th
- percentile by assets (of 123,622 plans)
- $253,315
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The New England College of Optometry Defined Contribution Retirement Plan reports 195 participants - about 30% of that state average ($49M EOY assets).
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)
| 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.
The New England College of Optometry Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to The New England College of Optometry Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The New England College of Optometry Defined Contribution Retirement Plan assets move in 2024? ▼
How have The New England College of Optometry plan assets changed over time? ▼
Where does The New England College of Optometry Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on The New England College of Optometry Defined Contribution Retirement Plan's numbers.
- By total assets, The New England College of Optometry Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- The New England College of Optometry's sponsor-wide assets have grown 20.2% since 2022 across 3 plan years on file. More Educational Services plans