Other · DOL Form 5500 · 2024
Williams College Retirement Plan
Data updated 2026-08-25
- $701M
- Total assets Above avg plan size
- 1,475
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $475,433
- Avg per participant High balance/head
Official DOL plan name: Williams College Retirement Income Plan · Sponsored by Williams College · Massachusetts · Educational Services
$701M in assets, 1,475 participants
Williams College's Williams College Retirement Income Plan reported $701M in total assets and 1,475 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,534 in Educational Services (3,638 peers)
Coverage in Massachusetts
Williams College Retirement Income Plan covers 1,475 participants in Massachusetts, 2.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $701M.
- #3,534
- in Educational Services (3,638 peers)
- +7.7%
- assets growth YoY
- 7.0×
- vs typical plan assets (national mean)
Williams College Retirement Income Plan's outsized position by total assets
Williams College Retirement Income Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$701,263,244 Top 2% higher than 98% 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
Williams College Retirement Income 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. Williams College Retirement Income Plan lands in the large band (1,475 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Williams College Retirement Income Plan reported net income fell from $67M in the plan year 2023 filing to $50M in the plan year 2024 filing.
- Williams College Retirement Income Plan end-of-year assets rose from $651M in the plan year 2023 filing to $701M in the plan year 2024 filing.
- Williams College Retirement Income Plan reported participants rose from 1,444 in the plan year 2023 filing to 1,475 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042104847 · Williams College PY 2024 · Other
Williams College Retirement Income Plan · $701M · 1,475 · 98th
- EBSA $701M
- EBSA 1,475
- EBSA 98th
- EBSA Other
- EBSA near The Members Retirement Plan
- EBSA ind #3534
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 →
Williams College Retirement Income Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $651M |
|---|---|
| Net Assets (End of Year) | $701M |
| Net Income | $50M |
| Employer EIN | 042104847 |
| Plan Effective Date | 1920-06-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Williams College)
Sponsor-wide plan assets over time
All Williams College plans reported in each filing year
- Latest sponsor-wide plan assets
- $701M 19.949725345631748% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,335 | $585M |
| 2023 | 1 | 1,444 | $651M |
| 2024 | 1 | 1,475 | $701M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Williams College Retirement Income Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Members Retirement Plan in IL ($699M); by covered participants it is La Frontera Center, Inc. 403(b) Plan in AZ (1,473 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($701M here).
- The Members Retirement Plan (IL) $699M · 3,501
- Samaritan Health Services Tax Sheltered Annuity Pl (OR) $703M · 6,429
- Sheet Metal Workers International Association Local 73 Annuity Plan (IL) $708M · 1,764
- Beacon Retirement Savings 403(b) Plan (IN) $695M · 7,707
Similar participant headcount
Nearest other-state filings by covered participants (1,475 participants); asset peers above are excluded.
- La Frontera Center, Inc. 403(b) Plan (AZ) 1,473 · 2 off
- Cayuga Medical Center Retirement Savings Plan (NY) 1,478 · 3 off
- University of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity Plan (MD) 1,472 · 3 off
- Morehouse School of Medicine 403(b) Plan (GA) 1,471 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.