Profit Sharing · DOL Form 5500 · 2024

Hobart and William Smith Colleges Profit Sharing Plan

Data updated 2026-07-24

$241M
Total assets: 634
Participants: 95th
Percentile by assets: $379,357
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

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.

$241M
total plan assets (2024 EOY): 634
covered participants: 95th
percentile by assets (of 116,472 plans): $379,357
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Educational Services

Hobart and William Smith Colleges Retirement Plan vs the 2024 asset distribution

By assets, Hobart and William Smith Colleges Retirement Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.4x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Hobart and William Smith Colleges plans on file

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.

Hobart and William Smith Colleges Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants

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
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Hobart and William Smith Colleges Retire… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Hobart and William Smith Colleges Retirement Plan by total assets, not by location.

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
Enloe Medical Center Defined Contribution Retirement Plan (CA) $244M · 3,295

Frequently Asked Questions

How did Hobart and William Smith Colleges Retirement Plan assets move in 2024? ▼

Hobart and William Smith Colleges Retirement Plan grew at a solid clip - up 5.2% during 2024, from $229M to $241M. Reported net income was $12M.

How have Hobart and William Smith Colleges plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Hobart and William Smith Colleges's sponsor-wide assets grew 15.3%, from $209M to $241M.

Where does Hobart and William Smith Colleges Retirement Plan rank by assets among Form 5500 filers? ▼

Hobart and William Smith Colleges Retirement Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Hobart and William Smith Colleges Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Peacehealth Southwest Medical Center Employer Contribution Plan in WA ($240M, 3,472 participants).

Next read for Hobart and William Smith Colleges Retire…

Scale reading

Ways to act on Hobart and William Smith Colleges Retirement Plan's numbers.

By total assets, Hobart and William Smith Colleges 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 Profit Sharing plans in New York. Compare plans
Hobart and William Smith Colleges's sponsor-wide assets have grown 15.3% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160743040.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.