Other · DOL Form 5500 · 2022
Brandeis University Retirement Plan
Data updated 2026-08-11
- $720M
- Total assets
- 2,177
- Participants
- 98th
- Percentile by assets
- $330,653
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $720M
- total plan assets (2022 EOY)
- 2,177
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $330,653
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees reports 2,177 participants - 3.3x that state average ($720M EOY assets).
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)
| 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.
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's numbers.
- By total assets, Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Brandeis University's sponsor-wide assets have grown 19.1% since 2022 across 3 plan years on file. More Educational Services plans