Other
2024 plan-year Other DOL Form 5500

Stonehill College 403(b) Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Stonehill College · Massachusetts · Educational Services

What the 2023 filing shows

Stonehill College 403(b) Retirement Savings Plan holds $240M for 794 participants — about $302,099 per participant, up 6.5% over the 2024 plan year.

$240M
total plan assets (2024 EOY)
794
covered participants
$302,099
avg assets per participant
+6.5%
assets growth YoY
Total Assets (2023)
$240M
Participants
794
Industry
Educational Services

What the Filing Says About Stonehill College 403(b) Retirement Savings Plan

Stonehill College 403(b) Retirement Savings Plan is a Other retirement plan sponsored by Stonehill College, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $240M in total end-of-year assets and covers 794 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042104229, and the plan has been effective since 1956-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $225M at the beginning of 2024 to $240M at year-end — a gain of 6.5%. Net assets (after liabilities) closed the year at $240M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$225M
Total Assets (End of Year)$240M
Net Assets (End of Year)$240M
Net Income$15M
Plan TypeOther
Employer EIN042104229
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stonehill College)

Year Plans Participants Total Assets
2022 1 493 $206M
2023 1 802 $225M
2024 1 794 $240M

Nearby Other Plans in Massachusetts

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Stonehill College 403(b) Retirement Savings Plan?
As of the 2024 Form 5500 filing, Stonehill College 403(b) Retirement Savings Plan holds $240M in total assets with 794 participants. It is sponsored by Stonehill College.
What type of plan is Stonehill College 403(b) Retirement Savings Plan?
Stonehill College 403(b) Retirement Savings Plan is a Other plan. It has been effective since 1956-09-01. The plan is filed with the U.S. Department of Labor under EIN 042104229.
Who sponsors the Stonehill College 403(b) Retirement Savings Plan?
Stonehill College 403(b) Retirement Savings Plan is sponsored by Stonehill College, located in Massachusetts. The sponsor's EIN is 042104229 and the plan operates in the Educational Services industry.
How did Stonehill College 403(b) Retirement Savings Plan perform in 2024?
Stonehill College 403(b) Retirement Savings Plan grew by 6.5% during 2024, moving from $225M to $240M in total assets. Net income was $15M.
Where can I find official filings for Stonehill College 403(b) Retirement Savings Plan?
Official Form 5500 filings for Stonehill College 403(b) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042104229 or plan name at efast.dol.gov.
How does Stonehill College 403(b) Retirement Savings Plan compare to other plans?
You can compare Stonehill College 403(b) Retirement Savings Plan against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 042104229.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.