Other
2022 plan-year Other DOL Form 5500

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Brandeis University · Massachusetts · Educational Services

What the 2023 filing shows

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees holds $720M for 2,177 participants — about $330,653 per participant, down 15.3% over the 2022 plan year.

$720M
total plan assets (2022 EOY)
2,177
covered participants
$330,653
avg assets per participant
-15.3%
assets change YoY

The plan reported a net loss of $130M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$720M
Participants
2,177
Industry
Educational Services

What the Filing Says About Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees is a Other retirement plan sponsored by Brandeis University, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $720M in total end-of-year assets and covers 2,177 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103552, and the plan has been effective since 1952-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $850M at the beginning of 2022 to $720M at year-end — a decline of 15.3%. Net assets (after liabilities) closed the year at $720M, with reported net income of $-130,133,680 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$850M
Total Assets (End of Year)$720M
Net Assets (End of Year)$720M
Net Income$-130,133,680
Plan TypeOther
Employer EIN042103552
Plan Effective Date1952-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brandeis University)

Year Plans Participants Total Assets
2022 2 2,844 $762M
2023 2 3,079 $849M
2024 2 3,167 $907M

Nearby Other Plans in Massachusetts

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees?
As of the 2022 Form 5500 filing, Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees holds $720M in total assets with 2,177 participants. It is sponsored by Brandeis University.
What type of plan is Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees?
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees is a Other plan. It has been effective since 1952-04-01. The plan is filed with the U.S. Department of Labor under EIN 042103552.
Who sponsors the Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees?
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees is sponsored by Brandeis University, located in Massachusetts. The sponsor's EIN is 042103552 and the plan operates in the Educational Services industry.
How did Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees perform in 2022?
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees declined by 15.3% during 2022, moving from $850M to $720M in total assets. Net income was $-130,133,680.
Where can I find official filings for Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees?
Official Form 5500 filings for Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042103552 or plan name at efast.dol.gov.
How does Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees compare to other plans?
You can compare Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees against other Other plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 042103552.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.