Other · DOL Form 5500 · 2022

Babson College Retirement Plan

Data updated 2026-08-25

$384M
Total assets Above avg plan size
1,103
Participants Near avg headcount
97th
Percentile by assets National rank
$348,251
Avg per participant High balance/head
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Official DOL plan name: Babson College Retirement Plan · Sponsored by Babson College · Massachusetts · Educational Services

$384M in assets, 1,103 participants

Babson College's Babson College Retirement Plan reported $384M in total assets and 1,103 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,867 in Educational Services (4,024 peers)

Where Babson College Retirement Plan sits by assets

Babson College Retirement Plan sits in the top 5% of all filed plans by assets, $384M for 1,103 participants (~$348,251/participant), down 14.7% in 2022.

#3,867
in Educational Services (4,024 peers)
-14.7%
assets change YoY
3.9×
vs typical plan assets (national mean)

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Babson College Retirement Plan's outsized position by total assets

Babson College Retirement Plan vs every filed plan by assets

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

$384,121,037 Top 3% higher than 97% 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

Babson College Retirement Plan'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. Babson College Retirement Plan lands in the large band (1,103 participants).

Form 5500 schedule snapshot

Filing strip 042103544 · Babson College PY 2022 · Other

Babson College Retirement Plan · $384M · 1,103 · 97th

  • NET $384M
  • BOOK 1,103
  • VS-ST 97th
  • BOY Other
  • SCH near College Entrance Examination Board Tax-Deferred Annuity Plan
  • EBSA ind #3867

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 →

Babson College Retirement Plan in the asset neighbourhood

White Plains Hospital Center 403(b) Defined Contribution Retirement ProgramWhite Plains Hospital Center…$386MMulticare Health System Retirement Account PlanMulticare Health System Reti…$385MSwarthmore College Regular Retirement PlanSwarthmore College Regular R…$385MCollege Entrance Examination Board Tax-Deferred Annuity PlanCollege Entrance Examination…$384MBabson College Retirement PlanBabson College Retirement Pl…$384M
End-of-year total assets ($M) among Babson College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$451M
Net Assets (End of Year)$384M
Net Income-$66M
Employer EIN042103544
Plan Effective Date1969-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Babson College)

Sponsor-wide plan assets over time

All Babson College plans reported in each filing year

Latest sponsor-wide plan assets
$478M 24.31412627889995% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $384M $478M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 1,103 $384M
2023 1 1,166 $446M
2024 1 1,240 $478M

Nearby Other Plans in Massachusetts

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

Babson College Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Babson College Retirement Plan, Total assets ($B): 0.384121037 · Participants: 1103Babson College Retirement PlanThe 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
Babson College Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Babson College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is College Entrance Examination Board Tax-Deferred Annuity Plan in NY ($384M); by covered participants it is Special People in Northeast, Inc. 403(b) Plan in PA (1,102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,103 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 Babson College Retirement Plan assets move in 2022? ▼
Babson College Retirement Plan pulled back noticeably - down 14.7% during 2022, from $451M to $384M. Reported net income was -$66M.
How have Babson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Babson College's sponsor-wide assets grew 24.3%, from $384M to $478M.
Where does Babson College Retirement Plan rank by assets among Form 5500 filers? ▼
Babson College Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Babson College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is College Entrance Examination Board Tax-Deferred Annuity Plan in NY ($384M, 1,442 participants).
Which Other plans cover a similar participant headcount to Babson College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Special People in Northeast, Inc. 403(b) Plan in PA (1,102 participants, $37M in assets).