Other · DOL Form 5500 · 2024
College of Our Lady of the Elms Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 433
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $79,737
- Avg per participant Below avg balance/head
Official DOL plan name: Elms College Retirement Savings Plan · Sponsored by College of Our Lady of the Elms · Massachusetts · Educational Services
$35M in assets, 433 participants
College of Our Lady of the Elms's Elms College Retirement Savings Plan reported $35M in total assets and 433 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #2,358 in Educational Services (3,638 peers)
Where Elms College Retirement Savings Plan sits by assets
Elms College Retirement Savings Plan sits in the top quartile of all filed plans by assets, $35M for 433 participants (~$79,737/participant), up 8.4% in 2024.
- #2,358
- in Educational Services (3,638 peers)
- +8.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Elms College Retirement Savings Plan's outsized position by total assets
Elms College Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,526,293 Top 21% higher than 79% 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
Elms College Retirement Savings 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. Elms College Retirement Savings Plan sits mid-pack in the medium band (433 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Elms College Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Elms College Retirement Savings Plan reported participants fell from 490 in the plan year 2023 filing to 433 in the plan year 2024 filing.
- Elms College Retirement Savings Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042225850 · College of Our Lady of the Elms PY 2024 · Other
Elms College Retirement Savings Plan · $35M · 433 · 79th
- SCH $35M
- EBSA 433
- PART 79th
- TYPE Other
- NET near Meadows School Defined Contribution Retirement Plan
- BOOK ind #2358
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 →
Elms College Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 042225850 |
| Plan Effective Date | 1967-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (College of Our Lady of the Elms)
Sponsor-wide plan assets over time
All College of Our Lady of the Elms plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 24.41279270909602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 429 | $28M |
| 2023 | 1 | 490 | $32M |
| 2024 | 1 | 433 | $35M |
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
Elms College Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Meadows School Defined Contribution Retirement Plan in NV ($35M); by covered participants it is Heinzerling Community 403(b) Plan in OH (433 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (433 participants); asset peers above are excluded.
- Heinzerling Community 403(b) Plan (OH) 433 · 0 off
- Cma 403(b) Plan (NY) 433 · 0 off
- Pediatric Academic Association, Inc. 403(b) Tax-Sheltered Annuity Plan (OH) 433 · 0 off
- Abilityfirst Defined Contribution Plan (CA) 434 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.