Other · DOL Form 5500 · 2022

Brandeis University Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
667
Participants Below avg headcount
86th
Percentile by assets National rank
$62,801
Avg per participant Low balance/head
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Official DOL plan name: Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees · Sponsored by Brandeis University · Massachusetts · Educational Services

$42M in assets, 667 participants

Brandeis University's Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees reported $42M in total assets and 667 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #3,016 in Educational Services (4,024 peers)

Where Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees sits by assets

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees sits in the top quartile of all filed plans by assets, $42M for 667 participants (~$62,801/participant), down 13.7% in 2022.

#3,016
in Educational Services (4,024 peers)
-13.7%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees's outsized position by total assets

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$41,888,415 Top 14% higher than 86% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Retirement Plan for Nonexempt Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees sits mid-pack in the medium band (667 participants).

Published 5500 schedule card

Filing strip 042103552 · Brandeis University PY 2022 · Other

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees · $42M · 667 · 86th

  • EOY $42M
  • 5500 667
  • ASSETS 86th
  • PCT Other
  • EIN near Hope Network Employee 403(b) Plan
  • RANK ind #3016

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 Retirement Plan for Nonexempt Employees in the asset neighbourhood

Northwestern College 403(b) DC PlanNorthwestern College 403(b) …$42MRetirement Plan of Rome Memorial Hospital, Inc.Retirement Plan of Rome Memo…$42MBrandeis University Defined Contribution Retirement Plan for Nonexempt EmployeesBrandeis University Defined …$42MHope Network Employee 403(b) PlanHope Network Employee 403(b)…$42MUniversity Liggett Tiaa Cref Pension PlanUniversity Liggett Tiaa Cref…$42M
End-of-year total assets ($M) among Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$42M
Net Income-$7M
Employer EIN042103552
Plan Effective Date1952-04-01
Filing StatusFILING 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
$700M$750M$800M$850M$900M$950M 202220232024 $762M $907M ▲ +19.1%
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 Retirement Plan for Nonexempt Employees vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees, Total assets ($B): 0.041888415 · Participants: 667Brandeis University Defined Contribution Retirement Plan for Nonexempt EmployeesThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees vs. nearby Other plans in Massachusetts, assets vs. participants

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Hope Network Employee 403(b) Plan in MI ($42M); by covered participants it is Hillsdale College Defined Contribution Retirement Plan in MI (667 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (667 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees assets move in 2022?
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees pulled back noticeably - down 13.7% during 2022, from $49M to $42M. Reported net income was -$7M.
How have Brandeis University plan assets changed over time?
Across 3 plan years on file (2022-2024), Brandeis University's sponsor-wide assets grew 19.1%, from $762M to $907M.
Where does Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees rank by assets among Form 5500 filers?
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees?
Among Other plans in other states, the closest by assets is Hope Network Employee 403(b) Plan in MI ($42M, 2,783 participants).
Which Other plans cover a similar participant headcount to Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees?
Among Other plans in other states, the closest by covered participants is Hillsdale College Defined Contribution Retirement Plan in MI (667 participants, $151M in assets).