Other · DOL Form 5500 · 2022
Brandeis University Retirement Plan
Data updated 2026-08-25
- $720M
- Total assets Above avg plan size
- 2,177
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $330,653
- Avg per participant High balance/head
Official DOL plan name: Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees · Sponsored by Brandeis University · Massachusetts · Educational Services
$720M in assets, 2,177 participants
Brandeis University's Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees reported $720M in total assets and 2,177 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #3,939 in Educational Services (4,024 peers)
Coverage in Massachusetts
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees covers 2,177 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $720M.
- #3,939
- in Educational Services (4,024 peers)
- -15.3%
- assets change YoY
- 7.2×
- vs typical plan assets (national mean)
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.
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's outsized position by total assets
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$719,832,560 Top 2% higher than 98% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees lands in the large band (2,177 participants).
Form 5500 schedule snapshot
Filing strip 042103552 · Brandeis University PY 2022 · Other
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees · $720M · 2,177 · 98th
- EIN $720M
- EIN 2,177
- EIN 98th
- EIN Other
- EIN near Institute for Defense Analyses Tax Deferred Annuity Plan
- EIN ind #3939
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 →
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $850M |
|---|---|
| Net Assets (End of Year) | $720M |
| Net Income | -$130M |
| Employer EIN | 042103552 |
| Plan Effective Date | 1952-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brandeis University)
Sponsor-wide plan assets over time
All Brandeis University plans reported in each filing year
- Latest sponsor-wide plan assets
- $907M 19.092432632566013% vs 2022
- 2024 filing year
| 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.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Institute for Defense Analyses Tax Deferred Annuity Plan in VA ($719M); by covered participants it is Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan in NH (2,177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($720M here).
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $719M · 1,346
- Kaiser Permanente Washington 403(b) Plan (CA) $721M · 6,233
- Prisma Health 401(a) Plan (SC) $722M · 21,288
- University of the Pacific Defined Contribution Plan (CA) $717M · 1,966
Similar participant headcount
Nearest other-state filings by covered participants (2,177 participants); asset peers above are excluded.
- Southern New Hampshire Medical Center 403(b) Retirement Savings Plus Plan (NH) 2,177 · 0 off
- Wilmington University 403(b) DC Plan (DE) 2,176 · 1 off
- Champlain Valley Physicians Hospital 403(b) Retirement Savings Plan (NY) 2,184 · 7 off
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) 2,190 · 13 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.