Defined Benefit (Pension) · DOL Form 5500 · 2024

Amherst College Trustees Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
22
Participants Small participant base
35th
Percentile by assets National rank
$143,451
Avg per participant Near avg balance/head
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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.

  • #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.

#794
in Educational Services (3,638 peers)
+3.5%
assets growth YoY

Folger Shakespeare Library Staff Retirement Plan's mid-pack asset rank among Educational Services and all filers

Folger Shakespeare Library Staff Retirement Plan vs every filed plan by assets

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

$3,155,919 35th percentile higher than 35% 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

Folger Shakespeare Library Staff Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Folger Shakespeare Library Staff Retirement Plan is a small filing (22 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042103542 · Amherst College Trustees PY 2024 · Defined Benefit (Pension)

Folger Shakespeare Library Staff Retirement Plan · $3M · 22 · 35th

  • NET $3M
  • NET 22
  • NET 35th
  • NET Defined Benefit (Pension)
  • NET near Pilgrims Pride Pension Plan for Legacy Gold Kist Employees
  • NET ind #794

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 →

Folger Shakespeare Library Staff Retirement Plan in the asset neighbourhood

Folger Shakespeare Library Staff Retirement PlanFolger Shakespeare Library S…$3MPilgrims Pride Pension Plan for Legacy Gold Kist EmployeesPilgrims Pride Pension Plan …$3MOrthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance PlanOrthopedic & Sports Medicine…$3MWinning Connections, Inc. Pension PlanWinning Connections, Inc. Pe…$3MLaborers Local 91 Pension PlanLaborers Local 91 Pension Pl…$3M
End-of-year total assets ($M) among Folger Shakespeare Library Staff Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Amherst College Trustees multi-year asset trail

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
$500M$550M$600M$650M$700M 202220232024 $539M $661M ▲ +22.5%
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 EIN042103542
Plan Effective Date1973-04-07
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Folger Shakespeare Library Staff Retirement Plan, Total assets ($B): 0.003155919 · Participants: 22Folger Shakespeare Library Staff Retirement PlanConsolidated 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
Folger Shakespeare Library Staff Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Folger Shakespeare Library Staff Retirement Plan side-by-side with 3 peers →

Folger Shakespeare Library Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pilgrims Pride Pension Plan for Legacy Gold Kist Employees in CO ($3M); by covered participants it is Lamesa National Bank Pension Plan in TX (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Folger Shakespeare Library Staff Retirement Plan assets move in 2024? ▼
Folger Shakespeare Library Staff Retirement Plan edged up modestly - up 3.5% during 2024, from $3M to $3M. Reported net income was $108K.
How have Amherst College Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amherst College Trustees's sponsor-wide assets grew 22.5%, from $539M to $661M.
Which Defined Benefit (Pension) plans are similar in size to Folger Shakespeare Library Staff Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pilgrims Pride Pension Plan for Legacy Gold Kist Employees in CO ($3M, 1,041 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Folger Shakespeare Library Staff Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lamesa National Bank Pension Plan in TX (22 participants, $9M 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 042103542.

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.