Other · DOL Form 5500 · 2022

Brown University Retirement Plan

Data updated 2026-08-25

$657M
Total assets Above avg plan size
4,906
Participants Above avg headcount
98th
Percentile by assets National rank
$133,956
Avg per participant Near avg balance/head
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Official DOL plan name: Brown University Defined Contribution Deferred Vesting Retirement Plan · Sponsored by Brown University · Rhode Island · Educational Services

$657M in assets, 4,906 participants

Brown University's Brown University Defined Contribution Deferred Vesting Retirement Plan reported $657M in total assets and 4,906 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #3,928 in Educational Services (4,024 peers)

Coverage in Rhode Island

Brown University Defined Contribution Deferred Vesting Retirement Plan covers 4,906 participants in Rhode Island, 3.4x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $657M.

#3,928
in Educational Services (4,024 peers)
-9.5%
assets change YoY
6.6×
vs typical plan assets (national mean)

The plan reported a net loss of $69M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brown University Defined Contribution Deferred Vesting Retirement Plan's outsized position by total assets

Brown University Defined Contribution Deferred Vesting Retirement Plan vs every filed plan by assets

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

$657,188,413 Top 2% higher than 98% 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

Brown University Defined Contribution Deferred Vesting 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 Deferred Vesting Retirement Plan lands in the large band (4,906 participants).

Form 5500 schedule snapshot

Filing strip 050258809 · Brown University PY 2022 · Other

Brown University Defined Contribution Deferred Vesting Retirement Plan · $657M · 4,906 · 98th

  • TYPE $657M
  • TYPE 4,906
  • TYPE 98th
  • TYPE Other
  • TYPE near Summa Health 403(b) Retirement Savings Plan
  • TYPE ind #3928

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 Deferred Vesting Retirement Plan in the asset neighbourhood

Fermi National Accelerator Laboratory Tax Sheltered Annuity PlanFermi National Accelerator L…$660MBrown University Defined Contribution Deferred Vesting Retirement PlanBrown University Defined Con…$657MSumma Health 403(b) Retirement Savings PlanSumma Health 403(b) Retireme…$656MSri International Retirement Savings PlanSri International Retirement…$655MNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Nuvance Health 403(b) Plan (…$654M
End-of-year total assets ($M) among Brown University Defined Contribution Deferred Vesting Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$726M
Net Assets (End of Year)$657M
Net Income-$69M
Employer EIN050258809
Plan Effective Date2001-03-01
Filing StatusFILING 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
$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.06B $2.59B ▲ +25.7%
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.

Brown University Defined Contribution Deferred Vesting Retirement Plan vs. nearby Other plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. 050001000015000 00.511.5 Total assets ($B) Participants Brown University Defined Contribution Deferred Vesting Retirement Plan, Total assets ($B): 0.657188413 · Participants: 4906Brown University Defined Contribution Deferred Vesting Retirement PlanBrown University Defined Contribution Legacy Retirement Plan, Total assets ($B): 1.301355502 · Participants: 1283Brown University Defined Contribution Legacy Retirement PlanLifespan Corporation 403(b)Retirement Plan, Total assets ($B): 1.025724455 · Participants: 10171Lifespan Corporation 403(b)Retirement PlanProvidence College 403(b) Plan, Total assets ($B): 0.316364623 · Participants: 949Providence College 403(b) PlanRoger Williams University Retirement Plan, Total assets ($B): 0.296581858 · Participants: 1769Roger Williams University Retirement PlanRhode Island School of Design Retirement Plan, Total assets ($B): 0.223524136 · Participants: 896Rhode Island School of Design Retirement Plan
Brown University Defined Contribution Deferred Vesting Retirement Plan vs. nearby Other plans in Rhode Island, assets vs. participants
Compare Brown University Defined Contribution Deferred Vesting Retirement Plan side-by-side with 3 peers →

Brown University Defined Contribution Deferred Vesting Retirement Plan's out-of-state Other peers by assets and headcount

Outside Rhode Island, the nearest Other by assets is Summa Health 403(b) Retirement Savings Plan in OH ($656M); by covered participants it is Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan in FL (4,910 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,906 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 Brown University Defined Contribution Deferred Vesting Retirement Plan assets move in 2022? ▼
Brown University Defined Contribution Deferred Vesting Retirement Plan pulled back noticeably - down 9.5% during 2022, from $726M to $657M. Reported net income was -$69M.
How have Brown University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brown University's sponsor-wide assets grew 25.3%, from $2.1B to $2.6B.
Where does Brown University Defined Contribution Deferred Vesting Retirement Plan rank by assets among Form 5500 filers? ▼
Brown University Defined Contribution Deferred Vesting Retirement Plan ranks in the 98th 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 Brown University Defined Contribution Deferred Vesting Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Summa Health 403(b) Retirement Savings Plan in OH ($656M, 5,324 participants).
Which Other plans cover a similar participant headcount to Brown University Defined Contribution Deferred Vesting Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Baptist Health Care Corporation and Affiliates Retirement Savings 403(b) Plan in FL (4,910 participants, $221M 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 050258809.

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.