Other · DOL Form 5500 · 2024

Trustees of Hampshire College Retirement Plan

Data updated 2026-08-25

$161M
Total assets Near avg plan size
280
Participants Below avg headcount
93rd
Percentile by assets National rank
$573,265
Avg per participant High balance/head
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Official DOL plan name: Hampshire College 403(b) Retirement Plan · Sponsored by Trustees of Hampshire College · Massachusetts · Educational Services

$161M in assets, 280 participants

Trustees of Hampshire College's Hampshire College 403(b) Retirement Plan reported $161M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,223 in Educational Services (3,638 peers)

Coverage in Massachusetts

Hampshire College 403(b) Retirement Plan covers 280 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $161M.

#3,223
in Educational Services (3,638 peers)
+4.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Hampshire College 403(b) Retirement Plan's outsized position by total assets

Hampshire College 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$160,514,073 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Hampshire 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. Hampshire College 403(b) Retirement Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hampshire College 403(b) Retirement Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Hampshire College 403(b) Retirement Plan reported participants rose from 246 in the plan year 2023 filing to 280 in the plan year 2024 filing.
  • Hampshire College 403(b) Retirement Plan end-of-year assets rose from $154M in the plan year 2023 filing to $161M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 046130872 · Trustees of Hampshire College PY 2024 · Other

Hampshire College 403(b) Retirement Plan · $161M · 280 · 93rd

  • IND $161M
  • IND 280
  • IND 93rd
  • IND Other
  • IND near Oneblood 403(b) Retirement Plan
  • IND ind #3223

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 →

Hampshire College 403(b) Retirement Plan in the asset neighbourhood

Ithaka Harbors, Inc. 403(b) Retirement PlanIthaka Harbors, Inc. 403(b) …$161MCalifornia Lutheran University Employee Retirement PlanCalifornia Lutheran Universi…$161MHampshire College 403(b) Retirement PlanHampshire College 403(b) Ret…$161MOneblood 403(b) Retirement PlanOneblood 403(b) Retirement P…$160MHighland Retirement Plan$160M
End-of-year total assets ($M) among Hampshire College 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$161M
Net Income$7M
Employer EIN046130872
Plan Effective Date1966-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Hampshire College)

Sponsor-wide plan assets over time

All Trustees of Hampshire College plans reported in each filing year

Latest sponsor-wide plan assets
$161M 13.188193426246464% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $142M $161M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 256 $142M
2023 1 246 $154M
2024 1 280 $161M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Hampshire College 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Hampshire College 403(b) Retirement Plan, Total assets ($B): 0.160514073 · Participants: 280Hampshire College 403(b) Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Hampshire College 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Hampshire College 403(b) Retirement Plan side-by-side with 3 peers →

Hampshire College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Oneblood 403(b) Retirement Plan in FL ($160M); by covered participants it is Chinatown Service Center 403(b) in CA (280 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($161M here).

Similar participant headcount

Nearest other-state filings by covered participants (280 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.

Frequently Asked Questions

How did Hampshire College 403(b) Retirement Plan assets move in 2024? ▼
Hampshire College 403(b) Retirement Plan edged up modestly - up 4.5% during 2024, from $154M to $161M. Reported net income was $7M.
How have Trustees of Hampshire College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Hampshire College's sponsor-wide assets grew 13.2%, from $142M to $161M.
Where does Hampshire College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Hampshire College 403(b) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Hampshire College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Oneblood 403(b) Retirement Plan in FL ($160M, 2,592 participants).
Which Other plans cover a similar participant headcount to Hampshire College 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Chinatown Service Center 403(b) in CA (280 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 046130872.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.