Other · DOL Form 5500 · 2024
Bard College Retirement Plan
Data updated 2026-08-11
- $379M
- Total assets
- 2,522
- Participants
- 96th
- Percentile by assets
- $150,439
- Avg per participant
Official DOL plan name: Bard College/Simons Rock 403(b) Plan · Sponsored by Bard College · New York · Educational Services
$379M in assets, 2,522 participants
Bard College's Bard College/Simons Rock 403(b) Plan reported $379M in total assets and 2,522 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)
- #3,443 in Educational Services (3,638 peers)
Coverage in New York
Bard College/Simons Rock 403(b) Plan covers 2,522 participants in New York, 3.2x the typical New York plan (state average ~798 per filing). Assets: $379M.
- $379M
- total plan assets (2024 EOY)
- 2,522
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $150,439
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bard College/Simons Rock 403(b) Plan reported participants rose from 1,257 in the plan year 2023 filing to 2,522 in the plan year 2024 filing.
- Bard College/Simons Rock 403(b) Plan reported net income fell from $41M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Bard College/Simons Rock 403(b) Plan end-of-year assets rose from $343M in the plan year 2023 filing to $379M in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Bard College/Simons Rock 403(b) Plan reports 2,522 participants - 3.2x that state average ($379M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $343M |
|---|---|
| Net Assets (End of Year) | $379M |
| Net Income | $36M |
| Employer EIN | 141713034 |
| Plan Effective Date | 1941-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bard College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,242 | $310M |
| 2023 | 2 | 1,435 | $353M |
| 2024 | 2 | 2,606 | $390M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Bard College/Simons Rock 403(b) Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bard College/Simons Rock 403(b) Plan by total assets, not by location.
- Pomona College Academic Retirement Plan (CA) $380M · 1,433
- Blessing Corporate Services Employees Savings Plan (IL) $381M · 3,994
- Clark University Retirement Plan (MA) $378M · 724
- Trinity College 403(b) Retirement Plan (CT) $381M · 702
Frequently Asked Questions
How did Bard College/Simons Rock 403(b) Plan assets move in 2024? ▼
How have Bard College plan assets changed over time? ▼
Where does Bard College/Simons Rock 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Bard College/Simons Rock 403(b) Plan? ▼
Next read for Bard College/Simons Rock 403(b) Plan
Filing takeaways
Ways to act on Bard College/Simons Rock 403(b) Plan's numbers.
- By total assets, Bard College/Simons Rock 403(b) 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 New York. Compare plans
- Bard College's sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Educational Services plans