Other · DOL Form 5500 · 2024
Elderhostel Inc. Retirement Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 591
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $166,136
- Avg per participant Above avg balance/head
Official DOL plan name: Road Scholar Retirement Plan · Sponsored by Elderhostel Inc. · Massachusetts · Educational Services
$98M in assets, 591 participants
Elderhostel Inc.'s Road Scholar Retirement Plan reported $98M in total assets and 591 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #3,015 in Educational Services (3,638 peers)
Where Road Scholar Retirement Plan sits by assets
Road Scholar Retirement Plan sits in the top 10% of all filed plans by assets, $98M for 591 participants (~$166,136/participant), up 15.9% in 2024.
- #3,015
- in Educational Services (3,638 peers)
- +15.9%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Road Scholar Retirement Plan's outsized position by total assets
Road Scholar Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$98,186,116 Top 10% higher than 90% 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
Road Scholar Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Road Scholar Retirement Plan sits mid-pack in the medium band (591 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Road Scholar Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Road Scholar Retirement Plan end-of-year assets rose from $85M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Road Scholar Retirement Plan reported participants rose from 566 in the plan year 2023 filing to 591 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042632526 · Elderhostel Inc. PY 2024 · Other
Road Scholar Retirement Plan · $98M · 591 · 90th
- RANK $98M
- PHOTO 591
- IND 90th
- EOY Other
- 5500 near Tennessee Association of Independent Schools Multiple Employer Plan
- ASSETS ind #3015
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 →
Road Scholar Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $13M |
| Employer EIN | 042632526 |
| Plan Effective Date | 1978-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elderhostel Inc.)
Sponsor-wide plan assets over time
All Elderhostel Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 47.019112626770074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 281 | $67M |
| 2023 | 1 | 566 | $85M |
| 2024 | 1 | 591 | $98M |
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
Road Scholar Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Tennessee Association of Independent Schools Multiple Employer Plan in TN ($98M); by covered participants it is Sidney Health Center Pension Plan in MT (591 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
Similar participant headcount
Nearest other-state filings by covered participants (591 participants); asset peers above are excluded.
- Sidney Health Center Pension Plan (MT) 591 · 0 off
- Scripps College Academic Retirement Plan (CA) 591 · 0 off
- Memphis Goodwill Inc. 403b Retirement Plan (TN) 591 · 0 off
- San Francisco Symphony Tsa Thrift Plan (CA) 591 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.