Defined Benefit (Pension) · DOL Form 5500 · 2024

Trustees of the College of the Holy Cross Pension Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
269
Participants Below avg headcount
89th
Percentile by assets National rank
$322,159
Avg per participant High balance/head
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Official DOL plan name: Holy Cross Retirement Plan for Nonexempt Employees · Sponsored by Trustees of the College of the Holy Cross · Massachusetts · Educational Services

$87M in assets, 269 participants

Trustees of the College of the Holy Cross's Holy Cross Retirement Plan for Nonexempt Employees reported $87M in total assets and 269 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,938 in Educational Services (3,638 peers)

Coverage in Massachusetts

Holy Cross Retirement Plan for Nonexempt Employees covers 269 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $87M.

#2,938
in Educational Services (3,638 peers)
+7.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Holy Cross Retirement Plan for Nonexempt Employees's outsized position by total assets

Holy Cross Retirement Plan for Nonexempt Employees vs every filed plan by assets

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

$86,660,645 Top 11% higher than 89% 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

Holy Cross Retirement Plan for Nonexempt Employees 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. Holy Cross Retirement Plan for Nonexempt Employees sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holy Cross Retirement Plan for Nonexempt Employees reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Holy Cross Retirement Plan for Nonexempt Employees end-of-year assets rose from $81M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042103558 · Trustees of the College of the Holy Cross PY 2024 · Defined Benefit (Pension)

Holy Cross Retirement Plan for Nonexempt Employees · $87M · 269 · 89th

  • NET $87M
  • BOOK 269
  • VS-ST 89th
  • BOY Defined Benefit (Pension)
  • SCH near Texas Gas Retirement Plan
  • EBSA ind #2938

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 →

Holy Cross Retirement Plan for Nonexempt Employees in the asset neighbourhood

Texas Gas Retirement Plan$87MHoly Cross Retirement Plan for Nonexempt EmployeesHoly Cross Retirement Plan f…$87MNba Pension Plan for Coaches, Assistant Coaches and TrainersNba Pension Plan for Coaches…$87MRetirement Income Plan for Salaried Employees of Essex Group, Inc.Retirement Income Plan for S…$87MPlumbers & Steamfitters Local No. 452 Pension Trust FundPlumbers & Steamfitters Loca…$86M
End-of-year total assets ($M) among Holy Cross Retirement Plan for Nonexempt Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$86M
Net Income$5M
Employer EIN042103558
Plan Effective Date1959-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of the College of the Holy Cross)

Sponsor-wide plan assets over time

All Trustees of the College of the Holy Cross plans reported in each filing year

Latest sponsor-wide plan assets
$488M 18.825666231062186% vs 2022
2024 filing year
$400M$450M$500M 202220232024 $411M $489M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,243 $411M
2023 2 1,235 $447M
2024 2 1,202 $488M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Holy Cross Retirement Plan for Nonexempt Employees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Holy Cross Retirement Plan for Nonexempt Employees, Total assets ($B): 0.086660645 · Participants: 269Holy Cross Retirement Plan for Nonexempt EmployeesConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Holy Cross Retirement Plan for Nonexempt Employees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Holy Cross Retirement Plan for Nonexempt Employees side-by-side with 3 peers →

Holy Cross Retirement Plan for Nonexempt Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Texas Gas Retirement Plan in KY ($87M); by covered participants it is Drummond Company, Inc. Revised Pension Plan in AL (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 participants); asset peers above are excluded.

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 Holy Cross Retirement Plan for Nonexempt Employees assets move in 2024? ▼
Holy Cross Retirement Plan for Nonexempt Employees grew at a solid clip - up 7.0% during 2024, from $81M to $87M. Reported net income was $5M.
How have Trustees of the College of the Holy Cross plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of the College of the Holy Cross's sponsor-wide assets grew 18.8%, from $411M to $488M.
Where does Holy Cross Retirement Plan for Nonexempt Employees rank by assets among Form 5500 filers? ▼
Holy Cross Retirement Plan for Nonexempt Employees ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Holy Cross Retirement Plan for Nonexempt Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Texas Gas Retirement Plan in KY ($87M, 161 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Holy Cross Retirement Plan for Nonexempt Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Drummond Company, Inc. Revised Pension Plan in AL (269 participants, $222M in assets).

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 042103558.

Read our methodology - how this data is sourced, computed, and verified.

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