Other · DOL Form 5500 · 2024

Board of Trustees of Whitman College Retirement Plan

Data updated 2026-08-25

$228M
Total assets Near avg plan size
663
Participants Below avg headcount
95th
Percentile by assets National rank
$344,190
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitman College Retirement Plan · Sponsored by Board of Trustees of Whitman College · Washington · Educational Services

$228M in assets, 663 participants

Board of Trustees of Whitman College's Whitman College Retirement Plan reported $228M in total assets and 663 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,322 in Educational Services (3,638 peers)

Coverage in Washington

Whitman College Retirement Plan covers 663 participants in Washington, about 45% of the average Washington filer (state average ~1,476 per filing). Assets: $228M.

#3,322
in Educational Services (3,638 peers)
+8.9%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Whitman College Retirement Plan's outsized position by total assets

Whitman College Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$228,198,042 Top 5% higher than 95% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Whitman College 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. Whitman College Retirement Plan sits mid-pack in the medium band (663 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Whitman College Retirement Plan reported participants rose from 547 in the plan year 2023 filing to 663 in the plan year 2024 filing.
  • Whitman College Retirement Plan reported net income rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Whitman College Retirement Plan end-of-year assets rose from $209M in the plan year 2023 filing to $228M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 910567740 · Board of Trustees of Whitman College PY 2024 · Other

Whitman College Retirement Plan · $228M · 663 · 95th

  • ASSETS $228M
  • PCT 663
  • EIN 95th
  • RANK Other
  • PHOTO near La Salle University Defined Contribution and Tax-Deferred Annuity Plan
  • IND ind #3322

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 Washington →

Whitman College Retirement Plan in the asset neighbourhood

Baldwin Wallace University Defined Contribution and Tax Deferred SavingsBaldwin Wallace University D…$230MSave the Children Federation, Inc. Retirement Savings PlanSave the Children Federation…$229MLa Salle University Defined Contribution and Tax-Deferred Annuity PlanLa Salle University Defined …$229MWhitman College Retirement PlanWhitman College Retirement P…$228MAlaska Native Tribal Health Consortium Retirement Savings PlanAlaska Native Tribal Health …$227M
End-of-year total assets ($M) among Whitman College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$209M
Net Assets (End of Year)$228M
Net Income$19M
Employer EIN910567740
Plan Effective Date1920-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Whitman College)

Sponsor-wide plan assets over time

All Board of Trustees of Whitman College plans reported in each filing year

Latest sponsor-wide plan assets
$228M 18.068453479199587% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $193M $228M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 536 $193M
2023 1 547 $209M
2024 1 663 $228M

Nearby Other Plans in Washington

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

Whitman College Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 00.511.52 Total assets ($B) Participants Whitman College Retirement Plan, Total assets ($B): 0.228198042 · Participants: 663Whitman College Retirement PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health System 403(b) Employee Savings PlanOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Medical Center 403(b)Retirement PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundGonzaga University 403(b) Retirement Plan, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 403(b) Retirement Plan
Whitman College Retirement Plan vs. nearby Other plans in Washington, assets vs. participants

Whitman College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is La Salle University Defined Contribution and Tax-Deferred Annuity Plan in PA ($229M); by covered participants it is University Physician Group 403b Retirement Plan in MI (663 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Whitman College Retirement Plan assets move in 2024? ▼
Whitman College Retirement Plan grew at a solid clip - up 8.9% during 2024, from $209M to $228M. Reported net income was $19M.
How have Board of Trustees of Whitman College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Whitman College's sponsor-wide assets grew 18.1%, from $193M to $228M.
Where does Whitman College Retirement Plan rank by assets among Form 5500 filers? ▼
Whitman College Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Whitman College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is La Salle University Defined Contribution and Tax-Deferred Annuity Plan in PA ($229M, 1,341 participants).
Which Other plans cover a similar participant headcount to Whitman College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University Physician Group 403b Retirement Plan in MI (663 participants, $102M in assets).