Other · DOL Form 5500 · 2024

Board of Trustees of Whitman College Retirement Plan

Data updated 2026-08-11

$228M
Total assets
663
Participants
95th
Percentile by assets
$344,190
Avg per participant
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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.

  • 95th percentile by assets (of 123,622 plans)
  • #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.

$228M
total plan assets (2024 EOY)
663
covered participants
95th
percentile by assets (of 123,622 plans)
$344,190
avg assets per participant

Where Whitman College Retirement Plan sits 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 $2,010,000,000 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

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 →

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Whitman College Retirement Plan reports 663 participants - about 45% of that state average ($228M EOY assets).

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)

$180M$200M$220M$240M 202220232024 $193M $228M ▲ +18.1%
Total plan assets by year, all Board of Trustees of Whitman College plans on file
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 ($B) Participants Whitman College Reti…, Total assets ($B): 0.228198042 · Participants: 663Whitman College Reti…Fred Hutchinson Canc…, Total assets ($B): 1.466484427 · Participants: 6067Fred Hutchinson Canc…Multicare Health Sys…, Total assets ($B): 1.164607998 · Participants: 16022Multicare Health Sys…Overlake Hospital Me…, Total assets ($B): 0.653546073 · Participants: 3637Overlake Hospital Me…Ironworkers District…, Total assets ($B): 0.593773803 · Participants: 7427Ironworkers District…Gonzaga University 4…, Total assets ($B): 0.521526518 · Participants: 2294Gonzaga University 4…
Whitman College Retirement Plan vs. nearby Other plans in Washington, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Whitman College Retirement Plan by total assets, not by location.

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).

Filing takeaways

Ways to act on Whitman College Retirement Plan's numbers.