Other · DOL Form 5500 · 2024
Mitchell College Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 261
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $140,295
- Avg per participant Near avg balance/head
Official DOL plan name: Mitchell College Retirement Plan · Sponsored by Mitchell College · Connecticut · Educational Services
$37M in assets, 261 participants
Mitchell College's Mitchell College Retirement Plan reported $37M in total assets and 261 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #2,399 in Educational Services (3,638 peers)
Coverage in Connecticut
Mitchell College Retirement Plan covers 261 participants in Connecticut, about 36% of the average Connecticut filer (state average ~718 per filing). Assets: $37M.
- #2,399
- in Educational Services (3,638 peers)
- +6.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Mitchell College Retirement Plan's outsized position by total assets
Mitchell College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,617,060 Top 20% higher than 80% 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
Mitchell 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. Mitchell College Retirement Plan sits mid-pack in the medium band (261 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mitchell College Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Mitchell College Retirement Plan reported participants fell from 297 in the plan year 2023 filing to 261 in the plan year 2024 filing.
- Mitchell College Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 060662150 · Mitchell College PY 2024 · Other
Mitchell College Retirement Plan · $37M · 261 · 80th
- EBSA $37M
- PART 261
- TYPE 80th
- NET Other
- BOOK near West Virginia University Foundation DC Retirement Plan
- VS-ST ind #2399
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 Connecticut →
Mitchell College Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $2M |
| Employer EIN | 060662150 |
| Plan Effective Date | 1956-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mitchell College)
Sponsor-wide plan assets over time
All Mitchell College plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 20.327507693347112% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $30M |
| 2023 | 1 | 297 | $34M |
| 2024 | 2 | 462 | $37M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Wesleyan University Retirement Plan $688M · 1,714
Mitchell College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is West Virginia University Foundation DC Retirement Plan in WV ($37M); by covered participants it is People Incorporated of Virginia ERISA 403(b) Plan in VA (261 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
Similar participant headcount
Nearest other-state filings by covered participants (261 participants); asset peers above are excluded.
- People Incorporated of Virginia ERISA 403(b) Plan (VA) 261 · 0 off
- Poic 403b Plan (OR) 261 · 0 off
- Ransom Everglades School Section 403(b) Retirement Plan (FL) 261 · 0 off
- Able, Inc. 403(b) Plan (ND) 261 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.