Other · DOL Form 5500 · 2024
Amherst College Trustees Retirement Plan
Data updated 2026-08-25
- $636M
- Total assets Above avg plan size
- 1,907
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $333,331
- Avg per participant High balance/head
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.
- #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.
- #3,522
- in Educational Services (3,638 peers)
- +9.8%
- assets growth YoY
- 6.4×
- vs typical plan assets (national mean)
Amherst College Defined Contribution Retirement Plan's outsized position by total assets
Amherst College Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$635,663,076 Top 2% higher than 98% 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
Amherst College Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amherst College Defined Contribution Retirement Plan lands in the large band (1,907 participants).
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.
EBSA filing schedule strip
Filing strip 042103542 · Amherst College Trustees PY 2024 · Other
Amherst College Defined Contribution Retirement Plan · $636M · 1,907 · 98th
- IND $636M
- EOY 1,907
- 5500 98th
- ASSETS Other
- PCT near Ithaca College 403(b) Retirement Plan
- EIN ind #3522
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 →
Amherst College Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Amherst College Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $661M 22.491283472627824% vs 2022
- 2024 filing year
| 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.
- 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
Amherst College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Ithaca College 403(b) Retirement Plan in NY ($635M); by covered participants it is Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan in OH (1,913 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($636M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,907 participants); asset peers above are excluded.
- Ohio State University Physicians, Inc. 403(b) Tax Deferred Annuity Plan (OH) 1,913 · 6 off
- Butler Memorial Hospital 403(b) Plan (PA) 1,899 · 8 off
- Mercer University Defined Contribution Retirement Plan (GA) 1,916 · 9 off
- Kingman Healthcare, Inc. 403(b) Retirement Plan (AZ) 1,897 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.