Other · DOL Form 5500 · 2024
The President & Trustees of Colby College Retirement Plan
Data updated 2026-08-25
- $297M
- Total assets Near avg plan size
- 978
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $303,709
- Avg per participant High balance/head
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.
- #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.
- #3,384
- in Educational Services (3,638 peers)
- +6.9%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Colby College Retirement Plan's outsized position by total assets
Colby College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$297,027,676 Top 4% higher than 96% 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
Colby College 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. Colby College Retirement Plan sits mid-pack in the medium band (978 participants).
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.
EBSA filing schedule strip
Filing strip 010211497 · The President & Trustees of Colby College PY 2024 · Other
Colby College Retirement Plan · $297M · 978 · 96th
- EIN $297M
- EIN 978
- EIN 96th
- EIN Other
- EIN near Drake University Mandatory Tax-Deferred Annuity Retirement Plan
- EIN ind #3384
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 →
Colby College Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The President & Trustees of Colby College plans reported in each filing year
- Latest sponsor-wide plan assets
- $297M 19.636958300041343% vs 2022
- 2024 filing year
| 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.
- 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
Colby College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is Drake University Mandatory Tax-Deferred Annuity Retirement Plan in IA ($297M); by covered participants it is Upmc Western Maryland 403(b) Savings Plan in MD (978 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($297M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (978 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.