Defined Benefit (Pension) · DOL Form 5500 · 2024
Mount Holyoke College Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $144,079
- Avg per participant Near avg balance/head
Official DOL plan name: Cash Balance Pension Plan for Staff Employees of Mount Holyoke College · Sponsored by Mount Holyoke College · Massachusetts · Educational Services
$11M in assets, 77 participants
Mount Holyoke College's Cash Balance Pension Plan for Staff Employees of Mount Holyoke College reported $11M in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #1,489 in Educational Services (3,638 peers)
Mount Holyoke College multi-year trail
Mount Holyoke College's plans moved +14.9% in assets from 2022 to 2024; this filing shows Cash Balance Pension Plan for Staff Employees of Mount Holyoke College at $11M / 77 participants.
- #1,489
- in Educational Services (3,638 peers)
- -23.8%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College's mid-pack asset rank among Educational Services and all filers
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,094,072 Top 42% higher than 58% 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
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cash Balance Pension Plan for Staff Employees of Mount Holyoke College is a small filing (77 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cash Balance Pension Plan for Staff Employees of Mount Holyoke College reported net income fell from $598K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Cash Balance Pension Plan for Staff Employees of Mount Holyoke College end-of-year assets fell from $15M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Cash Balance Pension Plan for Staff Employees of Mount Holyoke College reported participants fell from 83 in the plan year 2023 filing to 77 in the plan year 2024 filing.
DOL schedule card
Filing strip 042103578 · Mount Holyoke College PY 2024 · Defined Benefit (Pension)
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College · $11M · 77 · 58th
- EBSA $11M
- PART 77
- TYPE 58th
- NET Defined Benefit (Pension)
- BOOK near Cone Drive Hourly Union Pension Plan (UAW Local 21 - Traverse City, Mi)
- VS-ST ind #1489
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 →
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College in the asset neighbourhood
Mount Holyoke College multi-year asset trail
Sponsor-wide plan assets over time
All Mount Holyoke College plans reported in each filing year
- Latest sponsor-wide plan assets
- $434M 14.907392709273712% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,495 | $378M |
| 2023 | 2 | 1,387 | $408M |
| 2024 | 2 | 1,344 | $434M |
Mount Holyoke College filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 042103578 |
| Plan Effective Date | 1955-07-01 |
| 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
Cash Balance Pension Plan for Staff Employees of Mount Holyoke College's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Cone Drive Hourly Union Pension Plan (UAW Local 21 - Traverse City, Mi) in OH ($11M); by covered participants it is Urology of St. Louis, Inc. Cash Balance Pension Plan in MO (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Cone Drive Hourly Union Pension Plan (UAW Local 21 - Traverse City, Mi) (OH) $11M · 16
- Reser's Fine Foods, Inc. Restated Employees' Pension Plan (OR) $11M · 51
- Local 464a Finast Full Time Employees Pension Plan (NJ) $11M · 192
- General Refractories Company Pension Plan for Salaried Employees (PA) $11M · 2
Similar participant headcount
Nearest other-state filings by covered participants (77 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.