Defined Benefit (Pension) · DOL Form 5500 · 2024
Amherst College Trustees Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $808,420
- Avg per participant High balance/head
Official DOL plan name: Amherst College Staff Retirement Plan · Sponsored by Amherst College Trustees · Massachusetts · Educational Services
$22M in assets, 27 participants
Amherst College Trustees's Amherst College Staff Retirement Plan reported $22M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #1,994 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 Amherst College Staff Retirement Plan at $22M / 27 participants.
- #1,994
- in Educational Services (3,638 peers)
- +1.8%
- assets growth YoY
Amherst College Staff Retirement Plan's outsized position by total assets
Amherst College Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,827,338 Top 28% higher than 72% 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 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. Amherst College Staff Retirement Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amherst College Staff Retirement Plan reported net income fell from $712K in the plan year 2023 filing to $382K in the plan year 2024 filing.
- Amherst College Staff Retirement Plan reported participants fell from 32 in the plan year 2023 filing to 27 in the plan year 2024 filing.
- Amherst College Staff Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
DOL schedule card
Filing strip 042103542 · Amherst College Trustees PY 2024 · Defined Benefit (Pension)
Amherst College Staff Retirement Plan · $22M · 27 · 72nd
- IND $22M
- IND 27
- IND 72nd
- IND Defined Benefit (Pension)
- IND near Wyoming Refining Company Pension Plan
- IND ind #1994
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 Staff Retirement Plan in the asset neighbourhood
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
| 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) | $21M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $382K |
| 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.
- 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
Amherst College 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 Wyoming Refining Company Pension Plan in TX ($22M); by covered participants it is Retirement Plan for Employees of Beckley Water Company in WV (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Wyoming Refining Company Pension Plan (TX) $22M · 87
- Hollister Pension Plan and Trust for Kirksville, Missouri, Bargaining Unit Employees (IL) $22M · 13
- Employees Pension Plan of United Conveyor Corporation (IL) $22M · 63
- Retirement Plan for Employees of Southampton Hospital Association (NY) $22M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (27 participants); asset peers above are excluded.
- Retirement Plan for Employees of Beckley Water Company (WV) 27 · 0 off
- Johnson & Rountree Premium, Inc. Defined Benefit Pension Plan (CA) 27 · 0 off
- Uiu-Newspaper Guild of Greater Philadelphia Pension Fund (NJ) 27 · 0 off
- Pension Plan for Hourly Employees of Timber Products Michigan Limited Partnership (MI) 27 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.