Other · DOL Form 5500 · 2024
President and Trustees of Bates College Retirement Plan
Data updated 2026-08-25
- $177M
- Total assets Near avg plan size
- 1,022
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $172,822
- Avg per participant Above avg balance/head
Official DOL plan name: Bates College 403(b) Retirement Plan · Sponsored by President and Trustees of Bates College · Maine · Educational Services
$177M in assets, 1,022 participants
President and Trustees of Bates College's Bates College 403(b) Retirement Plan reported $177M in total assets and 1,022 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.
- #3,252 in Educational Services (3,638 peers)
Coverage in Maine
Bates College 403(b) Retirement Plan covers 1,022 participants in Maine, 2.2x the typical Maine plan (state average ~472 per filing). Assets: $177M.
- #3,252
- in Educational Services (3,638 peers)
- +12.9%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Bates College 403(b) Retirement Plan's outsized position by total assets
Bates College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$176,623,613 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
Bates College 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bates College 403(b) Retirement Plan lands in the large band (1,022 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bates College 403(b) Retirement Plan end-of-year assets rose from $156M in the plan year 2023 filing to $177M in the plan year 2024 filing.
- Bates College 403(b) Retirement Plan reported participants rose from 950 in the plan year 2023 filing to 1,022 in the plan year 2024 filing.
- Bates College 403(b) Retirement Plan reported net income fell from $21M in the plan year 2023 filing to $20M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 010211781 · President and Trustees of Bates College PY 2024 · Other
Bates College 403(b) Retirement Plan · $177M · 1,022 · 94th
- EBSA $177M
- PART 1,022
- TYPE 94th
- NET Other
- BOOK near Muhlenberg College Retirement Plan
- VS-ST ind #3252
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 Maine →
Bates College 403(b) Retirement Plan in the asset neighbourhood
Maine filing particulars
| Total Assets (Beginning of Year) | $156M |
|---|---|
| Net Assets (End of Year) | $177M |
| Net Income | $20M |
| Employer EIN | 010211781 |
| Plan Effective Date | 1971-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (President and Trustees of Bates College)
Sponsor-wide plan assets over time
All President and Trustees of Bates College plans reported in each filing year
- Latest sponsor-wide plan assets
- $350M 28.408847842079027% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,684 | $272M |
| 2023 | 2 | 1,664 | $312M |
| 2024 | 2 | 1,754 | $350M |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
- Mainehealth 403(b) Retirement Plan $2.5B · 22,911
- Northern Light Health Retirement Partnership 403(b) Plan $1.2B · 10,712
- Jax 403(b) Retirement Plan $603M · 2,735
- Mainegeneral Health 403(b) Retirement Plan $414M · 4,718
- Colby College Retirement Plan $297M · 978
Bates College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Muhlenberg College Retirement Plan in PA ($177M); by covered participants it is Hope College Invest Plan in MI (1,022 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($177M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,022 participants); asset peers above are excluded.
- Hope College Invest Plan (MI) 1,022 · 0 off
- Genesys Works 403b Retirement Plan (TX) 1,022 · 0 off
- Le Moyne College 403(b) Plan (NY) 1,023 · 1 off
- Acmh 403(b) Defined Contribution Plan (PA) 1,023 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.