Other · DOL Form 5500 · 2024
Claremont Mckenna College Retirement Plan
Data updated 2026-08-25
- $259M
- Total assets Near avg plan size
- 716
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $361,285
- Avg per participant High balance/head
Official DOL plan name: Claremont Mckenna College Academic Retirement Plan · Sponsored by Claremont Mckenna College · California · Educational Services
$259M in assets, 716 participants
Claremont Mckenna College's Claremont Mckenna College Academic Retirement Plan reported $259M in total assets and 716 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.
- #3,360 in Educational Services (3,638 peers)
Where Claremont Mckenna College Academic Retirement Plan sits by assets
Claremont Mckenna College Academic Retirement Plan sits in the top 5% of all filed plans by assets, $259M for 716 participants (~$361,285/participant), up 10.3% in 2024.
- #3,360
- in Educational Services (3,638 peers)
- +10.3%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Claremont Mckenna College Academic Retirement Plan's outsized position by total assets
Claremont Mckenna College Academic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$258,679,849 Top 5% higher than 95% 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
Claremont Mckenna 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. Claremont Mckenna College Academic Retirement Plan sits mid-pack in the medium band (716 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Claremont Mckenna College Academic Retirement Plan reported net income fell from $27M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Claremont Mckenna College Academic Retirement Plan end-of-year assets rose from $234M in the plan year 2023 filing to $259M in the plan year 2024 filing.
- Claremont Mckenna College Academic Retirement Plan reported participants rose from 663 in the plan year 2023 filing to 716 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 951664101 · Claremont Mckenna College PY 2024 · Other
Claremont Mckenna College Academic Retirement Plan · $259M · 716 · 95th
- EOY $259M
- EOY 716
- EOY 95th
- EOY Other
- EOY near Pratt Institute Defined Contribution Retirement Plan
- EOY ind #3360
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 →
Claremont Mckenna College Academic Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $234M |
|---|---|
| Net Assets (End of Year) | $259M |
| Net Income | $24M |
| Employer EIN | 951664101 |
| Plan Effective Date | 1946-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Claremont Mckenna College)
Sponsor-wide plan assets over time
All Claremont Mckenna College plans reported in each filing year
- Latest sponsor-wide plan assets
- $259M 24.75017169675924% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 604 | $207M |
| 2023 | 1 | 663 | $234M |
| 2024 | 1 | 716 | $259M |
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
Claremont Mckenna College Academic Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Pratt Institute Defined Contribution Retirement Plan in NY ($258M); by covered participants it is San Luis Valley Health 403(b) Plan in CO (716 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($259M here).
- Pratt Institute Defined Contribution Retirement Plan (NY) $258M · 922
- Bracewell LLP 401(k) Plan a (TX) $258M · 535
- Haverford College Defined Contribution Retirement Plan (PA) $260M · 1,100
- American Institutes for Research Retirement Plan (VA) $260M · 855
Similar participant headcount
Nearest other-state filings by covered participants (716 participants); asset peers above are excluded.
- San Luis Valley Health 403(b) Plan (CO) 716 · 0 off
- Colorado College Retirement Benefit Plan (CO) 717 · 1 off
- Franklin and Marshall College Retirement Plan (PA) 715 · 1 off
- Aspire Indiana Employer Sponsored 403(b) Plan (IN) 717 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.