Other · DOL Form 5500 · 2024
Hamilton College Retirement Plan
Data updated 2026-08-25
- $352M
- Total assets Above avg plan size
- 748
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $470,265
- Avg per participant High balance/head
Official DOL plan name: Hamilton College 403(b) Retirement Plan · Sponsored by Hamilton College · New York · Educational Services
$352M in assets, 748 participants
Hamilton College's Hamilton College 403(b) Retirement Plan reported $352M in total assets and 748 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,423 in Educational Services (3,638 peers)
Where Hamilton College 403(b) Retirement Plan sits by assets
Hamilton College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $352M for 748 participants (~$470,265/participant), up 6.8% in 2024.
- #3,423
- in Educational Services (3,638 peers)
- +6.8%
- assets growth YoY
- 3.5×
- vs typical plan assets (national mean)
Hamilton College 403(b) Retirement Plan's outsized position by total assets
Hamilton College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$351,758,589 Top 4% higher than 96% 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
Hamilton College 403(b) 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. Hamilton College 403(b) Retirement Plan sits mid-pack in the medium band (748 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hamilton College 403(b) Retirement Plan reported net income fell from $40M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Hamilton College 403(b) Retirement Plan reported participants rose from 700 in the plan year 2023 filing to 748 in the plan year 2024 filing.
- Hamilton College 403(b) Retirement Plan end-of-year assets rose from $329M in the plan year 2023 filing to $352M in the plan year 2024 filing.
DOL schedule card
Filing strip 150532200 · Hamilton College PY 2024 · Other
Hamilton College 403(b) Retirement Plan · $352M · 748 · 96th
- RANK $352M
- PHOTO 748
- IND 96th
- EOY Other
- 5500 near University of Puget Sound Retirement Savings Plan
- ASSETS ind #3423
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 →
Hamilton College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $329M |
|---|---|
| Net Assets (End of Year) | $352M |
| Net Income | $22M |
| Employer EIN | 150532200 |
| Plan Effective Date | 1920-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hamilton College)
Sponsor-wide plan assets over time
All Hamilton College plans reported in each filing year
- Latest sponsor-wide plan assets
- $352M 21.402692319818343% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 701 | $290M |
| 2023 | 1 | 700 | $329M |
| 2024 | 1 | 748 | $352M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Hamilton College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is University of Puget Sound Retirement Savings Plan in WA ($354M); by covered participants it is Rhodes College Defined Contribution Retirement Plan in TN (748 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($352M here).
- University of Puget Sound Retirement Savings Plan (WA) $354M · 912
- Phillips Academy Retirement Plan (MA) $349M · 756
- Electricians Annuity Plan - IBEW Local 456 (NJ) $356M · 1,346
- 403 (B) Retirement Plan (CO) $356M · 2,372
Similar participant headcount
Nearest other-state filings by covered participants (748 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.