Other · DOL Form 5500 · 2024
Trustees of the College of the Holy Cross Retirement Plan
Data updated 2026-08-11
- $402M
- Total assets
- 933
- Participants
- 97th
- Percentile by assets
- $430,692
- Avg per participant
Official DOL plan name: College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan · Sponsored by Trustees of the College of the Holy Cross · Massachusetts · Educational Services
$402M in assets, 933 participants
Trustees of the College of the Holy Cross's College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan reported $402M in total assets and 933 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #3,455 in Educational Services (3,638 peers)
Where College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan sits by assets
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan sits in the top 5% of all filed plans by assets, $402M for 933 participants (~$430,692/participant), up 9.9% in 2024.
- $402M
- total plan assets (2024 EOY)
- 933
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $430,692
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan reported net income rose from $32M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan end-of-year assets rose from $366M in the plan year 2023 filing to $402M in the plan year 2024 filing.
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan reported participants fell from 964 in the plan year 2023 filing to 933 in the plan year 2024 filing.
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan vs the 2024 asset distribution
By assets, College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $366M |
|---|---|
| Net Assets (End of Year) | $402M |
| Net Income | $36M |
| Employer EIN | 042103558 |
| Plan Effective Date | 1947-03-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the College of the Holy Cross)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,243 | $411M |
| 2023 | 2 | 1,235 | $447M |
| 2024 | 2 | 1,202 | $488M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental 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 College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan by total assets, not by location.
- Swedishamerican 403(b) Incentivesaver Plan (IL) $402M · 3,754
- Trinity Health Corporation ERISA 403(b) Retirement Plan (Frozen) (MI) $403M · 746
- Mary Washington Healthcare 403(b) Plan (VA) $400M · 3,165
- Jefferson Health New Jersey 403(b) Plan (PA) $400M · 5,069
Frequently Asked Questions
How did College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan assets move in 2024? ▼
How have Trustees of the College of the Holy Cross plan assets changed over time? ▼
Where does College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan? ▼
Next read for College of the Holy Cross 403(b) Defined…
Scale reading
Ways to act on College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan's numbers.
- By total assets, College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Trustees of the College of the Holy Cross's sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Educational Services plans