Other · DOL Form 5500 · 2024
Smith College Retirement Plan
Data updated 2026-08-11
- $629M
- Total assets
- 1,862
- Participants
- 98th
- Percentile by assets
- $337,622
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $629M
- total plan assets (2024 EOY)
- 1,862
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $337,622
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Smith College Defined Contribution Retirement Plan reports 1,862 participants - 2.8x that state average ($629M EOY assets).
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)
| 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.
Smith College 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 Smith College Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Smith College Defined Contribution Retirement Plan assets move in 2024? ▼
How have Smith College plan assets changed over time? ▼
Where does Smith College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Smith College Defined Contribution Retirement Plan's numbers.
- By total assets, Smith College Defined Contribution 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
- Smith College's sponsor-wide assets have grown 20.9% since 2022 across 3 plan years on file. More Educational Services plans