Other · DOL Form 5500 · 2024
Trustees of Mount Holyoke College Retirement Plan
Data updated 2026-08-25
- $423M
- Total assets Above avg plan size
- 1,267
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $333,863
- Avg per participant High balance/head
Official DOL plan name: Mount Holyoke College Defined Contribution Retirement Plan · Sponsored by Trustees of Mount Holyoke College · Massachusetts · Educational Services
$423M in assets, 1,267 participants
Trustees of Mount Holyoke College's Mount Holyoke College Defined Contribution Retirement Plan reported $423M in total assets and 1,267 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,461 in Educational Services (3,638 peers)
Where Mount Holyoke College Defined Contribution Retirement Plan sits by assets
Mount Holyoke College Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $423M for 1,267 participants (~$333,863/participant), up 7.5% in 2024.
- #3,461
- in Educational Services (3,638 peers)
- +7.5%
- assets growth YoY
- 4.2×
- vs typical plan assets (national mean)
Mount Holyoke College Defined Contribution Retirement Plan's outsized position by total assets
Mount Holyoke College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$423,004,971 Top 3% higher than 97% 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
Mount Holyoke College Defined Contribution Retirement 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. Mount Holyoke College Defined Contribution Retirement Plan lands in the large band (1,267 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mount Holyoke College Defined Contribution Retirement Plan end-of-year assets rose from $393M in the plan year 2023 filing to $423M in the plan year 2024 filing.
- Mount Holyoke College Defined Contribution Retirement Plan reported participants fell from 1,304 in the plan year 2023 filing to 1,267 in the plan year 2024 filing.
- Mount Holyoke College Defined Contribution Retirement Plan reported net income fell from $29M in the plan year 2023 filing to $29M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042103578 · Trustees of Mount Holyoke College PY 2024 · Other
Mount Holyoke College Defined Contribution Retirement Plan · $423M · 1,267 · 97th
- TYPE $423M
- TYPE 1,267
- TYPE 97th
- TYPE Other
- TYPE near Pih Health, Inc. 403(b) Plan
- TYPE ind #3461
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 →
Mount Holyoke College Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $393M |
|---|---|
| Net Assets (End of Year) | $423M |
| Net Income | $29M |
| Employer EIN | 042103578 |
| Plan Effective Date | 1921-07-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Mount Holyoke College)
Sponsor-wide plan assets over time
All Trustees of Mount Holyoke College plans reported in each filing year
- Latest sponsor-wide plan assets
- $434M 14.907392709273712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,495 | $378M |
| 2023 | 2 | 1,387 | $408M |
| 2024 | 2 | 1,344 | $434M |
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
Mount Holyoke College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Pih Health, Inc. 403(b) Plan in CA ($423M); by covered participants it is Morselife Tax Deferred Annuity Plan in FL (1,270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($423M here).
- Pih Health, Inc. 403(b) Plan (CA) $423M · 6,890
- Widener University Defined Contribution Retirement Plan (PA) $425M · 857
- Lakeland Regional Medical Center 403(b) Plan (FL) $425M · 7,316
- American Cancer Society 403(b) Plan (GA) $426M · 2,703
Similar participant headcount
Nearest other-state filings by covered participants (1,267 participants); asset peers above are excluded.
- Morselife Tax Deferred Annuity Plan (FL) 1,270 · 3 off
- Nyu Langone Florida 403(b) Plan (NY) 1,263 · 4 off
- The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan (IL) 1,261 · 6 off
- Summit Healthcare Regional Medical Center Performance Based Flexible Contribution Retirement Plan (AZ) 1,276 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.