Other · DOL Form 5500 · 2024
Trustees of the College of the Holy Cross Retirement Plan
Data updated 2026-08-25
- $402M
- Total assets Above avg plan size
- 933
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $430,692
- Avg per participant High balance/head
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.
- #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.
- #3,455
- in Educational Services (3,638 peers)
- +9.9%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan's outsized position by total assets
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$401,835,299 Top 3% higher than 97% 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
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental 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. College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan sits mid-pack in the medium band (933 participants).
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.
Published 5500 schedule card
Filing strip 042103558 · Trustees of the College of the Holy Cross PY 2024 · Other
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan · $402M · 933 · 97th
- ASSETS $402M
- PCT 933
- EIN 97th
- RANK Other
- PHOTO near Swedishamerican 403(b) Incentivesaver Plan
- IND ind #3455
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 →
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Trustees of the College of the Holy Cross plans reported in each filing year
- Latest sponsor-wide plan assets
- $488M 18.825666231062186% vs 2022
- 2024 filing year
| 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.
- 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
College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Swedishamerican 403(b) Incentivesaver Plan in IL ($402M); by covered participants it is Safe-Harbor 403(b) Thrift Plan for Employees of Knute Nelson in MN (933 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($402M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (933 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.