Other · DOL Form 5500 · 2024
Trustees of Mount Holyoke College Retirement Plan
Data updated 2026-08-11
- $423M
- Total assets
- 1,267
- Participants
- 97th
- Percentile by assets
- $333,863
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $423M
- total plan assets (2024 EOY)
- 1,267
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $333,863
- avg assets per participant
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.
Mount Holyoke College Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Mount Holyoke College Defined Contribution Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Mount Holyoke College Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Mount Holyoke College Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Mount Holyoke College Defined Contribution Retirement Plan assets move in 2024? ▼
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Ways to act on Mount Holyoke College Defined Contribution Retirement Plan's numbers.
- By total assets, Mount Holyoke College Defined Contribution Retirement 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 Massachusetts. Compare plans
- Trustees of Mount Holyoke College's sponsor-wide assets have grown 14.9% since 2022 across 3 plan years on file. More Educational Services plans