Other · DOL Form 5500 · 2024
Amherst College Trustees Retirement Plan
Data updated 2026-08-11
- $636M
- Total assets
- 1,907
- Participants
- 98th
- Percentile by assets
- $333,331
- Avg per participant
Official DOL plan name: Amherst College Defined Contribution Retirement Plan · Sponsored by Amherst College Trustees · Massachusetts · Educational Services
$636M in assets, 1,907 participants
Amherst College Trustees's Amherst College Defined Contribution Retirement Plan reported $636M in total assets and 1,907 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #3,522 in Educational Services (3,638 peers)
Coverage in Massachusetts
Amherst College Defined Contribution Retirement Plan covers 1,907 participants in Massachusetts, 2.9x the typical Massachusetts plan (state average ~659 per filing). Assets: $636M.
- $636M
- total plan assets (2024 EOY)
- 1,907
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $333,331
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amherst College Defined Contribution Retirement Plan reported participants fell from 2,170 in the plan year 2023 filing to 1,907 in the plan year 2024 filing.
- Amherst College Defined Contribution Retirement Plan reported net income fell from $63M in the plan year 2023 filing to $57M in the plan year 2024 filing.
- Amherst College Defined Contribution Retirement Plan end-of-year assets rose from $579M in the plan year 2023 filing to $636M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Amherst College Defined Contribution Retirement Plan reports 1,907 participants - 2.9x that state average ($636M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $579M |
|---|---|
| Net Assets (End of Year) | $636M |
| Net Income | $57M |
| Employer EIN | 042103542 |
| Plan Effective Date | 1941-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amherst College Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,848 | $539M |
| 2023 | 3 | 2,226 | $603M |
| 2024 | 3 | 1,956 | $661M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Amherst College Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Amherst College Defined Contribution Retirement Plan by total assets, not by location.
- Ithaca College 403(b) Retirement Plan (NY) $635M · 1,621
- Stormont-Vail Healthcare Employee 403(b) Plan (KS) $634M · 5,973
- Pepperdine University Retirement Plan (CA) $633M · 1,867
- Children's Retirement Income Benefit Plan (OH) $640M · 7,287
Frequently Asked Questions
How did Amherst College Defined Contribution Retirement Plan assets move in 2024? ▼
How have Amherst College Trustees plan assets changed over time? ▼
Where does Amherst College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Amherst College Defined Contribution Retirement Plan's numbers.
- By total assets, Amherst College Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Amherst College Trustees's sponsor-wide assets have grown 22.5% since 2022 across 3 plan years on file. More Educational Services plans