Profit Sharing · DOL Form 5500 · 2024
Hobart and William Smith Colleges Profit Sharing Plan
Data updated 2026-08-25
- $241M
- Total assets Near avg plan size
- 634
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $379,357
- Avg per participant High balance/head
Official DOL plan name: Hobart and William Smith Colleges Retirement Plan · Sponsored by Hobart and William Smith Colleges · New York · Educational Services
$241M in assets, 634 participants
Hobart and William Smith Colleges's Hobart and William Smith Colleges Retirement Plan reported $241M in total assets and 634 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.
- #3,339 in Educational Services (3,638 peers)
Where Hobart and William Smith Colleges Retirement Plan sits by assets
Hobart and William Smith Colleges Retirement Plan sits in the top 5% of all filed plans by assets, $241M for 634 participants (~$379,357/participant), up 5.2% in 2024.
- #3,339
- in Educational Services (3,638 peers)
- +5.2%
- assets growth YoY
- 2.4×
- vs typical plan assets (national mean)
Hobart and William Smith Colleges Retirement Plan's outsized position by total assets
Hobart and William Smith Colleges Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$240,512,263 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
Hobart and William Smith Colleges 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. Hobart and William Smith Colleges Retirement Plan sits mid-pack in the medium band (634 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hobart and William Smith Colleges Retirement Plan reported net income fell from $20M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Hobart and William Smith Colleges Retirement Plan reported participants fell from 742 in the plan year 2023 filing to 634 in the plan year 2024 filing.
- Hobart and William Smith Colleges Retirement Plan end-of-year assets rose from $229M in the plan year 2023 filing to $241M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 160743040 · Hobart and William Smith Colleges PY 2024 · Profit Sharing
Hobart and William Smith Colleges Retirement Plan · $241M · 634 · 95th
- EOY $241M
- EOY 634
- EOY 95th
- EOY Profit Sharing
- EOY near Glaziers Individual Account Retirement Plan
- EOY ind #3339
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 New York →
Hobart and William Smith Colleges Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $241M |
| Net Income | $12M |
| Employer EIN | 160743040 |
| Plan Effective Date | 1937-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hobart and William Smith Colleges)
Sponsor-wide plan assets over time
All Hobart and William Smith Colleges plans reported in each filing year
- Latest sponsor-wide plan assets
- $241M 15.289310628226973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 704 | $209M |
| 2023 | 1 | 742 | $229M |
| 2024 | 1 | 634 | $241M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Hobart and William Smith Colleges Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Glaziers Individual Account Retirement Plan in CA ($241M); by covered participants it is The Hoffman Employee Retirement Income Plan in OR (634 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($241M here).
- Glaziers Individual Account Retirement Plan (CA) $241M · 4,224
- Peacehealth Southwest Medical Center Employer Contribution Plan (WA) $240M · 3,472
- Iconectiv 401(k) Plan (NJ) $239M · 399
- The Employer Retirement Savings Plan - Premier Health Partners (OH) $244M · 12,736
Similar participant headcount
Nearest other-state filings by covered participants (634 participants); asset peers above are excluded.
- The Hoffman Employee Retirement Income Plan (OR) 634 · 0 off
- Mammoth Holdings, LLC 401(k) Profit Sharing Plan (GA) 634 · 0 off
- Rio Mar Hospitality Management Puerto Rico Retirement Plan (PR) 634 · 0 off
- IBEW-NECA Retirement Plan (MO) 632 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.