401(k) · DOL Form 5500 · 2022

Boston Partners 401(k) Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
165
Participants Small participant base
93rd
Percentile by assets National rank
$632,561
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Boston Partners Retirement Savings Plan · Sponsored by Boston Partners · New York · Finance & Insurance

$104M in assets, 165 participants

Boston Partners's Boston Partners Retirement Savings Plan reported $104M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,220 in Finance & Insurance (9,261 peers)

Coverage in New York

Boston Partners Retirement Savings Plan covers 165 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $104M.

#8,220
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Boston Partners Retirement Savings Plan's outsized position by total assets

Boston Partners Retirement Savings Plan vs every filed plan by assets

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

$104,372,587 Top 7% higher than 93% 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

Boston Partners Retirement Savings 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. Boston Partners Retirement Savings Plan sits mid-pack in the medium band (165 participants).

Published 5500 schedule card

Filing strip 980202744 · Boston Partners PY 2022 · 401(k)

Boston Partners Retirement Savings Plan · $104M · 165 · 93rd

  • BOY $104M
  • BOY 165
  • BOY 93rd
  • BOY 401(k)
  • BOY near Morris Group, Inc. 401(k) Plan
  • BOY ind #8220

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 Finance & Insurance retirement plans → · Plans in New York →

Boston Partners Retirement Savings Plan in the asset neighbourhood

Centuri Group, Inc. Profit Sharing PlanCenturi Group, Inc. Profit S…$104MBoston Partners Retirement Savings PlanBoston Partners Retirement S…$104MMorris Group, Inc. 401(k) PlanMorris Group, Inc. 401(k) Pl…$104MSchweitzer Mauduit International Inc Retirement Savings PlanSchweitzer Mauduit Internati…$104MBurgess & Niple Profit Sharing Plan and TrustBurgess & Niple Profit Shari…$104M
End-of-year total assets ($M) among Boston Partners Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$104M
Net Income-$17M
Employer EIN980202744
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boston Partners)

Sponsor-wide plan assets over time

All Boston Partners plans reported in each filing year

Latest sponsor-wide plan assets
$144M 38.25519913576541% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $104M $144M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 165 $104M
2023 1 150 $124M
2024 1 163 $144M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Boston Partners Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Boston Partners Retirement Savings Plan, Total assets ($B): 0.104372587 · Participants: 165Boston Partners Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Boston Partners Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Boston Partners Retirement Savings Plan side-by-side with 3 peers →

Boston Partners Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Morris Group, Inc. 401(k) Plan in CT ($104M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Boston Partners Retirement Savings Plan assets move in 2022? ▼
Boston Partners Retirement Savings Plan pulled back noticeably - down 14.2% during 2022, from $122M to $104M. Reported net income was -$17M.
How have Boston Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boston Partners's sponsor-wide assets grew 38.3%, from $104M to $144M.
Where does Boston Partners Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Boston Partners Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Boston Partners Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morris Group, Inc. 401(k) Plan in CT ($104M, 789 participants).
Which 401(k) plans cover a similar participant headcount to Boston Partners Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ccg 401(k) Retirement Plan in TN (165 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 980202744.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.