Other · DOL Form 5500 · 2024
Harvey Mudd College Retirement Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 468
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $437,408
- Avg per participant High balance/head
Official DOL plan name: Harvey Mudd College Academic Retirement Plan · Sponsored by Harvey Mudd College · California · Educational Services
$205M in assets, 468 participants
Harvey Mudd College's Harvey Mudd College Academic Retirement Plan reported $205M in total assets and 468 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,295 in Educational Services (3,638 peers)
Where Harvey Mudd College Academic Retirement Plan sits by assets
Harvey Mudd College Academic Retirement Plan sits in the top 10% of all filed plans by assets, $205M for 468 participants (~$437,408/participant), up 10.3% in 2024.
- #3,295
- in Educational Services (3,638 peers)
- +10.3%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Harvey Mudd College Academic Retirement Plan's outsized position by total assets
Harvey Mudd College Academic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$204,706,871 Top 6% higher than 94% 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
Harvey Mudd College Academic 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. Harvey Mudd College Academic Retirement Plan sits mid-pack in the medium band (468 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harvey Mudd College Academic Retirement Plan reported net income fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Harvey Mudd College Academic Retirement Plan end-of-year assets rose from $186M in the plan year 2023 filing to $205M in the plan year 2024 filing.
- Harvey Mudd College Academic Retirement Plan reported participants rose from 448 in the plan year 2023 filing to 468 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 951911219 · Harvey Mudd College PY 2024 · Other
Harvey Mudd College Academic Retirement Plan · $205M · 468 · 94th
- NET $205M
- NET 468
- NET 94th
- NET Other
- NET near Davidson College Retirement Plan
- NET ind #3295
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 California →
Harvey Mudd College Academic Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $186M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $19M |
| Employer EIN | 951911219 |
| Plan Effective Date | 1955-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvey Mudd College)
Sponsor-wide plan assets over time
All Harvey Mudd College plans reported in each filing year
- Latest sponsor-wide plan assets
- $205M 24.688572115558124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 418 | $164M |
| 2023 | 1 | 448 | $186M |
| 2024 | 1 | 468 | $205M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Harvey Mudd College Academic Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Davidson College Retirement Plan in NC ($205M); by covered participants it is Upper Iowa University 403(b) Retirement Plan in IA (468 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- Davidson College Retirement Plan (NC) $205M · 437
- Owensboro Health 403(b) Safe Harbor Plan (KY) $205M · 3,596
- Hillsdale College Defined Contribution Retirement Plan (MI) $205M · 822
- Archbold Medical Center, Inc. 403(b) Employees Thrift Plan (GA) $206M · 2,883
Similar participant headcount
Nearest other-state filings by covered participants (468 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.