Plan Ledger DOL Form 5500 · updated monthly

Trustees of Mount Holyoke College403(b)

MOUNT HOLYOKE COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN · SOUTH HADLEY, MA · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Trustees of Mount Holyoke College reported $258,669 in plan administrative expenses for 2024: 0.06% of average plan assets, below the peer median. Employer contributions averaged $5,593 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.057% to 0.063%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other educational services employers. By assets it is the 136th-largest of 2,726 plans among Massachusetts employers on file, and the 133rd of 3,091 in educational services. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$423,004,971
Participants with balances2,815
Active participants1,373
Employer contributions$7,679,316
Employee contributions$5,992,520
Employer contribution per active participant$5,593
Average account balance$150,268
Benefits paid to participants$29,318,903
Plan auditDisclaimer of opinion
AuditorMP P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$423.0M · 2,815 accts · $7.7M emplr
2023$393.5M · 2,805 accts · $6.5M emplr
2022$363.8M · 2,830 accts · $6.2M emplr
Employer contributions to the Trustees of Mount Holyoke College plan · 2024
Employer contribution per active participant$5,593
Median for plans this size$4,294
2024$5,593 per active participant
2023$5,160 per active participant
2022$4,743 per active participant

Trustees of Mount Holyoke College's 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MP P.C.$26,250
GLOBAL RETIREMENT PARTNERS$15,000
ANGELL PENSION GROUP$10,081

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$258,669 · 0.06%
2023$225,738 · 0.06%
2022$224,096 · 0.06%
Same employer
Similar plansEducational Services · Massachusetts
Suffolk University MA$531.2M · 0.07%
Babson College MA$525.6M · 0.03%
Bentley University MA$500.5M · 0.06%
Clark University MA$377.6M · 0.06%
Wgbh Educational Foundation MA$361.3M · 0.09%
Trustees of Phillips Academy MA$349.0M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 042103578 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.