Other · DOL Form 5500 · 2024
College of Our Lady of the Elms Retirement Plan
Data updated 2026-08-11
- $35M
- Total assets
- 433
- Participants
- 79th
- Percentile by assets
- $79,737
- Avg per participant
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.
- 79th percentile by assets (of 123,622 plans)
- #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.
- $35M
- total plan assets (2024 EOY)
- 433
- covered participants
- 79th
- percentile by assets (of 123,622 plans)
- $79,737
- avg assets per participant
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.
Elms College Retirement Savings Plan vs the 2024 asset distribution
By assets, Elms College Retirement Savings Plan outranks 79% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
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)
| 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.
Elms College Retirement Savings 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 Elms College Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Elms College Retirement Savings Plan assets move in 2024? ▼
How have College of Our Lady of the Elms plan assets changed over time? ▼
Where does Elms College Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Elms College Retirement Savings Plan? ▼
Next read for Elms College Retirement Savings Plan
Scale reading
Ways to act on Elms College Retirement Savings Plan's numbers.
- By total assets, Elms College Retirement Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- College of Our Lady of the Elms's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Educational Services plans