Other · DOL Form 5500 · 2024
Macalester College Retirement Plan
Data updated 2026-08-25
- $273M
- Total assets Near avg plan size
- 702
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $389,059
- Avg per participant High balance/head
Official DOL plan name: Macalester College 403(b) Retirement Plan · Sponsored by Macalester College · Minnesota · Educational Services
$273M in assets, 702 participants
Macalester College's Macalester College 403(b) Retirement Plan reported $273M in total assets and 702 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,371 in Educational Services (3,638 peers)
Where Macalester College 403(b) Retirement Plan sits by assets
Macalester College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $273M for 702 participants (~$389,059/participant), up 7.4% in 2024.
- #3,371
- in Educational Services (3,638 peers)
- +7.4%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Macalester College 403(b) Retirement Plan's outsized position by total assets
Macalester College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$273,119,256 Top 5% higher than 95% 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
Macalester College 403(b) 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. Macalester College 403(b) Retirement Plan sits mid-pack in the medium band (702 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Macalester College 403(b) Retirement Plan reported net income fell from $25M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Macalester College 403(b) Retirement Plan end-of-year assets rose from $254M in the plan year 2023 filing to $273M in the plan year 2024 filing.
- Macalester College 403(b) Retirement Plan reported participants rose from 693 in the plan year 2023 filing to 702 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 410693962 · Macalester College PY 2024 · Other
Macalester College 403(b) Retirement Plan · $273M · 702 · 95th
- BOY $273M
- BOY 702
- BOY 95th
- BOY Other
- BOY near The Scripps Research Institute Tax Sheltered Annuity Plan
- BOY ind #3371
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 Minnesota →
Macalester College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $254M |
|---|---|
| Net Assets (End of Year) | $273M |
| Net Income | $19M |
| Employer EIN | 410693962 |
| Plan Effective Date | 1963-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Macalester College)
Sponsor-wide plan assets over time
All Macalester College plans reported in each filing year
- Latest sponsor-wide plan assets
- $273M 18.89281547547091% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 666 | $230M |
| 2023 | 1 | 693 | $254M |
| 2024 | 1 | 702 | $273M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
Macalester College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is The Scripps Research Institute Tax Sheltered Annuity Plan in CA ($273M); by covered participants it is Tax Deferred Annuity Plan of Lifesteps, Inc. in PA (702 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($273M here).
- The Scripps Research Institute Tax Sheltered Annuity Plan (CA) $273M · 1,355
- The J. Paul Getty Trust Employee Investment Plan (CA) $271M · 1,451
- The Brooklyn Hospital Center 403(b) Retirement Plan (NY) $275M · 2,096
- Tidalhealth 403(b) Plan (MD) $276M · 5,033
Similar participant headcount
Nearest other-state filings by covered participants (702 participants); asset peers above are excluded.
- Tax Deferred Annuity Plan of Lifesteps, Inc. (PA) 702 · 0 off
- Trinity College 403(b) Retirement Plan (CT) 702 · 0 off
- The New Teacher Project 403(b) Plan (NY) 701 · 1 off
- Guernsey Health Systems 403(b) Savings Plan (OH) 703 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.