Other · DOL Form 5500 · 2022
Assumption University Retirement Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 561
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $220,377
- Avg per participant Above avg balance/head
Official DOL plan name: Assumption University Defined Contribution Retirement Plan · Sponsored by Assumption University · Massachusetts · Educational Services
$124M in assets, 561 participants
Assumption University's Assumption University Defined Contribution Retirement Plan reported $124M in total assets and 561 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #3,586 in Educational Services (4,024 peers)
Where Assumption University Defined Contribution Retirement Plan sits by assets
Assumption University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $124M for 561 participants (~$220,377/participant), down 12.6% in 2022.
- #3,586
- in Educational Services (4,024 peers)
- -12.6%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Assumption University Defined Contribution Retirement Plan's outsized position by total assets
Assumption University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$123,631,604 Top 6% higher than 94% 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
Assumption University Defined Contribution Retirement Plan 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. Assumption University Defined Contribution Retirement Plan sits mid-pack in the medium band (561 participants).
Published 5500 schedule card
Filing strip 042105776 · Assumption University PY 2022 · Other
Assumption University Defined Contribution Retirement Plan · $124M · 561 · 94th
- BOOK $124M
- VS-ST 561
- BOY 94th
- SCH Other
- EBSA near Abilene Christian University 403(b) Retirement Plan
- PART ind #3586
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 →
Assumption University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $142M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | -$18M |
| Employer EIN | 042105776 |
| Plan Effective Date | 1958-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Assumption University)
Sponsor-wide plan assets over time
All Assumption University plans reported in each filing year
- Latest sponsor-wide plan assets
- $146M 18.223502948323798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 561 | $124M |
| 2023 | 1 | 571 | $137M |
| 2024 | 1 | 568 | $146M |
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
Assumption University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Abilene Christian University 403(b) Retirement Plan in TX ($124M); by covered participants it is Cerenity Senior Care 403(b) Plan in MN (561 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Abilene Christian University 403(b) Retirement Plan (TX) $124M · 985
- Fhn Matching Tax Deferred Annuity Plan (IL) $124M · 1,024
- Albion College Retirement Plan (MI) $124M · 400
- Merakey 403(b) Plan (PA) $124M · 7,089
Similar participant headcount
Nearest other-state filings by covered participants (561 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.