Other · DOL Form 5500 · 2024
Bard College Retirement Plan
Data updated 2026-08-25
- $379M
- Total assets Above avg plan size
- 2,522
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $150,439
- Avg per participant Above avg balance/head
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.
- #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.
- #3,443
- in Educational Services (3,638 peers)
- +10.6%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Bard College/Simons Rock 403(b) Plan's outsized position by total assets
Bard College/Simons Rock 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$379,407,885 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
Bard College/Simons Rock 403(b) 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. Bard College/Simons Rock 403(b) Plan lands in the large band (2,522 participants).
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.
Published 5500 schedule card
Filing strip 141713034 · Bard College PY 2024 · Other
Bard College/Simons Rock 403(b) Plan · $379M · 2,522 · 96th
- RANK $379M
- RANK 2,522
- RANK 96th
- RANK Other
- RANK near Pomona College Academic Retirement Plan
- RANK ind #3443
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 New York →
Bard College/Simons Rock 403(b) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bard College plans reported in each filing year
- Latest sponsor-wide plan assets
- $390M 25.716446586037158% vs 2022
- 2024 filing year
| 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.
- 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
Bard College/Simons Rock 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Pomona College Academic Retirement Plan in CA ($380M); by covered participants it is Empath Health 403(b) Plan in FL (2,528 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($379M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,522 participants); asset peers above are excluded.
- Empath Health 403(b) Plan (FL) 2,528 · 6 off
- Henry M. Jackson Foundation Defined Contribution Retirement Plan (MD) 2,504 · 18 off
- Westminster Services, Inc. 403(b) Plan (FL) 2,502 · 20 off
- Exeter Health Resources 403(b) Retirement Savings Plan (NH) 2,494 · 28 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.