Other · DOL Form 5500 · 2022
Brown University Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 1,283
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Brown University Defined Contribution Legacy Retirement Plan · Sponsored by Brown University · Rhode Island · Educational Services
$1.3B in assets, 1,283 participants
Brown University's Brown University Defined Contribution Legacy Retirement Plan reported $1.3B in total assets and 1,283 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,971 in Educational Services (4,024 peers)
Where Brown University Defined Contribution Legacy Retirement Plan sits by assets
Brown University Defined Contribution Legacy Retirement Plan sits among the largest 1% of all filed plans, $1.3B for 1,283 participants (~$1.0M/participant), down 14.8% in 2022.
- #3,971
- in Educational Services (4,024 peers)
- -14.8%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $225M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Brown University Defined Contribution Legacy Retirement Plan's outsized position by total assets
Brown University Defined Contribution Legacy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,301,355,502 Top 1% higher than 99% 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
Brown University Defined Contribution Legacy 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. Brown University Defined Contribution Legacy Retirement Plan lands in the large band (1,283 participants).
DOL schedule card
Filing strip 050258809 · Brown University PY 2022 · Other
Brown University Defined Contribution Legacy Retirement Plan · $1.3B · 1,283 · 99th
- RANK $1.3B
- RANK 1,283
- RANK 99th
- RANK Other
- RANK near Princeton University Retirement Savings Plan
- RANK ind #3971
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 Rhode Island →
Brown University Defined Contribution Legacy Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$225M |
| Employer EIN | 050258809 |
| Plan Effective Date | 2005-10-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown University)
Sponsor-wide plan assets over time
All Brown University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 25.313251041559397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,657 | $2.1B |
| 2023 | 3 | 7,409 | $2.3B |
| 2024 | 3 | 8,011 | $2.6B |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Lifespan Corporation 403(b)Retirement Plan $1.0B · 10,171
- Brown University Defined Contribution Deferred Vesting Retirement Plan $657M · 4,906
- Providence College 403(b) Plan $316M · 949
- Roger Williams University Retirement Plan $297M · 1,769
- Rhode Island School of Design Retirement Plan $224M · 896
Brown University Defined Contribution Legacy Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Princeton University Retirement Savings Plan in NJ ($1.3B); by covered participants it is Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan in WI (1,283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Princeton University Retirement Savings Plan (NJ) $1.3B · 7,627
- Boston University Supplemental Retirement and Savings Plan (MA) $1.3B · 12,377
- Fordham University Retirement Plan (NY) $1.3B · 2,950
- Rochester Institute of Technology Retirement Savings Plan (NY) $1.2B · 4,429
Similar participant headcount
Nearest other-state filings by covered participants (1,283 participants); asset peers above are excluded.
- Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan (WI) 1,283 · 0 off
- 403b Thrift Plan for Goodwill Industries of Orange County, Ca (CA) 1,284 · 1 off
- American Baptist Homes of the Midwest Tda Plan (MN) 1,284 · 1 off
- 401(k) Profit Sharing Plan for Employees of Mclarty Automotive Group, LLC (AR) 1,286 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.