Money Purchase · DOL Form 5500 · 2024
President and Trustees of Bates College Money Purchase Plan
Data updated 2026-08-11
- $173M
- Total assets
- 732
- Participants
- 94th
- Percentile by assets
- $236,396
- Avg per participant
Official DOL plan name: Bates College Money Purchase Pension Plan · Sponsored by President and Trustees of Bates College · Maine · Educational Services
$173M in assets, 732 participants
President and Trustees of Bates College's Bates College Money Purchase Pension Plan reported $173M in total assets and 732 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.
- 94th percentile by assets (of 123,622 plans)
- #3,243 in Educational Services (3,638 peers)
Where Bates College Money Purchase Pension Plan sits by assets
Bates College Money Purchase Pension Plan sits in the top 10% of all filed plans by assets, $173M for 732 participants (~$236,396/participant), up 11.1% in 2024.
- $173M
- total plan assets (2024 EOY)
- 732
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $236,396
- avg assets per participant
Where Bates College Money Purchase Pension Plan sits by total assets
Bates College Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$173,041,546 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bates College Money Purchase Pension Plan end-of-year assets rose from $156M in the plan year 2023 filing to $173M in the plan year 2024 filing.
- Bates College Money Purchase Pension Plan reported net income fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Bates College Money Purchase Pension Plan reported participants rose from 714 in the plan year 2023 filing to 732 in the plan year 2024 filing.
Bates College Money Purchase Pension Plan vs the 2024 asset distribution
By assets, Bates College Money Purchase Pension Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | $17M |
| Employer EIN | 010211781 |
| Plan Effective Date | 1988-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (President and Trustees of Bates College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,684 | $272M |
| 2023 | 2 | 1,664 | $312M |
| 2024 | 2 | 1,754 | $350M |
Nearby Money Purchase Plans in Maine
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Bates College Money Purchase Pension Plan vs. nearby Money Purchase plans in Maine, assets vs. participants
- Bowdoin College Retirement Plan $277M · 892
- Mainegeneral Health Retirement Income Plan $87M · 4,718
- Verrill Dana LLP Pension Plan $59M · 232
- Northeast Radiation Oncology Pension Plan $4M · 5
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Bates College Money Purchase Pension Plan by total assets, not by location.
- Pension Plan of Subaru of America, Inc. (NJ) $173M · 1,259
- Itpeu Pension Fund (NJ) $173M · 15,782
- Tile Industry Retirement Savings Trust Fund (CA) $170M · 1,979
- Sheet Metal Workers Local 91 Annuity Plan (IL) $176M · 638
Frequently Asked Questions
How did Bates College Money Purchase Pension Plan assets move in 2024? ▼
How have President and Trustees of Bates College plan assets changed over time? ▼
Where does Bates College Money Purchase Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Bates College Money Purchase Pension Plan? ▼
Next read for Bates College Money Purchase Pension Pla…
Scale reading
Ways to act on Bates College Money Purchase Pension Plan's numbers.
- By total assets, Bates College Money Purchase Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Maine. Compare plans
- President and Trustees of Bates College's sponsor-wide assets have grown 28.4% since 2022 across 3 plan years on file. More Educational Services plans