Other · DOL Form 5500 · 2024
Smith College Retirement Plan
Data updated 2026-08-25
- $629M
- Total assets Above avg plan size
- 1,862
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $337,622
- Avg per participant High balance/head
Official DOL plan name: Smith College Defined Contribution Retirement Plan · Sponsored by Smith College · Massachusetts · Educational Services
$629M in assets, 1,862 participants
Smith College's Smith College Defined Contribution Retirement Plan reported $629M in total assets and 1,862 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,519 in Educational Services (3,638 peers)
Coverage in Massachusetts
Smith College Defined Contribution Retirement Plan covers 1,862 participants in Massachusetts, 2.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $629M.
- #3,519
- in Educational Services (3,638 peers)
- +7.9%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Smith College Defined Contribution Retirement Plan's outsized position by total assets
Smith College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$628,652,581 Top 2% higher than 98% 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
Smith College Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith College Defined Contribution Retirement Plan lands in the large band (1,862 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smith College Defined Contribution Retirement Plan reported net income fell from $63M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Smith College Defined Contribution Retirement Plan end-of-year assets rose from $583M in the plan year 2023 filing to $629M in the plan year 2024 filing.
- Smith College Defined Contribution Retirement Plan reported participants rose from 1,843 in the plan year 2023 filing to 1,862 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 041843040 · Smith College PY 2024 · Other
Smith College Defined Contribution Retirement Plan · $629M · 1,862 · 98th
- EIN $629M
- EIN 1,862
- EIN 98th
- EIN Other
- EIN near Institute for Defense Analyses Qualified Retirement Plan
- EIN ind #3519
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 →
Smith College Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $583M |
|---|---|
| Net Assets (End of Year) | $629M |
| Net Income | $46M |
| Employer EIN | 041843040 |
| Plan Effective Date | 1926-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smith College)
Sponsor-wide plan assets over time
All Smith College plans reported in each filing year
- Latest sponsor-wide plan assets
- $629M 20.8806138387935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,646 | $520M |
| 2023 | 1 | 1,843 | $583M |
| 2024 | 1 | 1,862 | $629M |
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
Smith College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Institute for Defense Analyses Qualified Retirement Plan in VA ($628M); by covered participants it is Santa Clara University Tax-Deferred Annuity Plan in CA (1,857 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($629M here).
- Institute for Defense Analyses Qualified Retirement Plan (VA) $628M · 1,254
- White Plains Hospital Center 403(b) Defined Contribution Retirement Program (NY) $627M · 4,783
- Guthrie 403(b) Retirement Savings Plan (PA) $630M · 7,589
- Nrel 403(b) Employee Savings Plan (CO) $625M · 3,207
Similar participant headcount
Nearest other-state filings by covered participants (1,862 participants); asset peers above are excluded.
- Santa Clara University Tax-Deferred Annuity Plan (CA) 1,857 · 5 off
- Bethany Christian Services Tax Sheltered Savings Retirement Plan (MI) 1,856 · 6 off
- Goodwill of San Antonio Retirement Savings Plan (TX) 1,869 · 7 off
- Marin General Hospital 403(b) Retirement Plan (CA) 1,869 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.