Other · DOL Form 5500 · 2024
The President & Trustees of Colby College Retirement Plan
Data updated 2026-08-11
- $297M
- Total assets
- 978
- Participants
- 96th
- Percentile by assets
- $303,709
- Avg per participant
Official DOL plan name: Colby College Retirement Plan · Sponsored by The President & Trustees of Colby College · Maine · Educational Services
$297M in assets, 978 participants
The President & Trustees of Colby College's Colby College Retirement Plan reported $297M in total assets and 978 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #3,384 in Educational Services (3,638 peers)
Coverage in Maine
Colby College Retirement Plan covers 978 participants in Maine, 2.1x the typical Maine plan (state average ~472 per filing). Assets: $297M.
- $297M
- total plan assets (2024 EOY)
- 978
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $303,709
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Colby College Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Colby College Retirement Plan end-of-year assets rose from $278M in the plan year 2023 filing to $297M in the plan year 2024 filing.
- Colby College Retirement Plan reported participants rose from 916 in the plan year 2023 filing to 978 in the plan year 2024 filing.
Participants vs Maine filers
In Maine, the average filing covers about 472 participants across 561 plans. Colby College Retirement Plan reports 978 participants - 2.1x that state average ($297M EOY assets).
Maine filing particulars
| Total Assets (Beginning of Year) | $278M |
|---|---|
| Net Assets (End of Year) | $297M |
| Net Income | $19M |
| Employer EIN | 010211497 |
| Plan Effective Date | 1935-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The President & Trustees of Colby College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 894 | $248M |
| 2023 | 1 | 916 | $278M |
| 2024 | 1 | 978 | $297M |
Nearby Other Plans in Maine
Peer Other plans, same state, same plan type, ranked by total assets.
Colby College Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
- 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
- University of New England Defined Contribution Plan $249M · 1,126
Similar-Sized Other Plans Nationally
Other plans in other states closest to Colby College Retirement Plan by total assets, not by location.
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan (IA) $297M · 1,285
- University Health 403(b) Plan (MO) $297M · 4,646
- Garnet Health Medical Center 403(b) Retirement Savings Plan (NY) $296M · 4,313
- Upper Chesapeake Health 403(b) Savings Plan (MD) $296M · 2,925
Frequently Asked Questions
How did Colby College Retirement Plan assets move in 2024? ▼
How have The President & Trustees of Colby College plan assets changed over time? ▼
Where does Colby College Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Colby College Retirement Plan? ▼
Next read for Colby College Retirement Plan
Filing takeaways
Ways to act on Colby College Retirement Plan's numbers.
- By total assets, Colby College Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Maine. Compare plans
- The President & Trustees of Colby College's sponsor-wide assets have grown 19.6% since 2022 across 3 plan years on file. More Educational Services plans