Defined Benefit (Pension) · DOL Form 5500 · 2024
Amherst College Trustees Pension Plan
Data updated 2026-08-11
- $3M
- Total assets
- 22
- Participants
- 35th
- Percentile by assets
- $143,451
- Avg per participant
Official DOL plan name: Folger Shakespeare Library Staff Retirement Plan · Sponsored by Amherst College Trustees · Massachusetts · Educational Services
$3M in assets, 22 participants
Amherst College Trustees's Folger Shakespeare Library Staff Retirement Plan reported $3M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- 35th percentile by assets (of 123,622 plans)
- #794 in Educational Services (3,638 peers)
Amherst College Trustees multi-year trail
Amherst College Trustees's plans moved +22.5% in assets from 2022 to 2024; this filing shows Folger Shakespeare Library Staff Retirement Plan at $3M / 22 participants.
- $3M
- total plan assets (2024 EOY)
- 22
- covered participants
- 35th
- percentile by assets (of 123,622 plans)
- $143,451
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Folger Shakespeare Library Staff Retirement Plan reported net income fell from $171K in the plan year 2023 filing to $108K in the plan year 2024 filing.
- Folger Shakespeare Library Staff Retirement Plan reported participants fell from 24 in the plan year 2023 filing to 22 in the plan year 2024 filing.
- Folger Shakespeare Library Staff Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Amherst College Trustees across 3 plan years on file
Across the 3 plan years Amherst College Trustees has on file (2022-2024), sponsor-wide plan assets have moved from $539M to $661M, a gain of 22.5%, while reported participants moved from 1,848 to 1,956 (+5.8%). Peak year by sponsor assets: 2024 ($661M); trough: 2022 ($539M).
Amherst College Trustees multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,848 | $539M |
| 2023 | 3 | 2,226 | $603M |
| 2024 | 3 | 1,956 | $661M |
Amherst College Trustees filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $108K |
| Employer EIN | 042103542 |
| Plan Effective Date | 1973-04-07 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Folger Shakespeare Library Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Folger Shakespeare Library Staff Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Folger Shakespeare Library Staff Retirement Plan assets move in 2024? ▼
How have Amherst College Trustees plan assets changed over time? ▼
Which Defined Benefit (Pension) plans are similar in size to Folger Shakespeare Library Staff Retirement Plan? ▼
Next read for Folger Shakespeare Library Staff Retirem…
Multi-year trail
Ways to act on Folger Shakespeare Library Staff Retirement Plan's numbers.
- By total assets, Folger Shakespeare Library Staff Retirement Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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