Other · DOL Form 5500 · 2022
Assumption University Retirement Plan
Data updated 2026-08-11
- $124M
- Total assets
- 561
- Participants
- 94th
- Percentile by assets
- $220,377
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $124M
- total plan assets (2022 EOY)
- 561
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $220,377
- avg assets per participant
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.
Where Assumption University Defined Contribution Retirement Plan sits 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 vs the 2022 asset distribution
By assets, Assumption University Defined Contribution Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Assumption University Defined Contribution Retirement Plan 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 Assumption University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Assumption University Defined Contribution Retirement Plan's numbers.
- By total assets, Assumption University Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Assumption University's sponsor-wide assets have grown 18.2% since 2022 across 3 plan years on file. More Educational Services plans