Other · DOL Form 5500 · 2022

Bentley University Retirement Plan

Data updated 2026-08-25

$407M
Total assets Above avg plan size
1,134
Participants Near avg headcount
97th
Percentile by assets National rank
$358,772
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bentley University Retirement Plan · Sponsored by Bentley University · Massachusetts · Educational Services

$407M in assets, 1,134 participants

Bentley University's Bentley University Retirement Plan reported $407M in total assets and 1,134 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,879 in Educational Services (4,024 peers)

Where Bentley University Retirement Plan sits by assets

Bentley University Retirement Plan sits in the top 5% of all filed plans by assets, $407M for 1,134 participants (~$358,772/participant), down 15.7% in 2022.

#3,879
in Educational Services (4,024 peers)
-15.7%
assets change YoY
4.1×
vs typical plan assets (national mean)

The plan reported a net loss of $76M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bentley University Retirement Plan's outsized position by total assets

Bentley University Retirement Plan vs every filed plan by assets

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

$406,847,694 Top 3% higher than 97% 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

Bentley University 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. Bentley University Retirement Plan lands in the large band (1,134 participants).

EBSA filing schedule strip

Filing strip 041081650 · Bentley University PY 2022 · Other

Bentley University Retirement Plan · $407M · 1,134 · 97th

  • VS-ST $407M
  • VS-ST 1,134
  • VS-ST 97th
  • VS-ST Other
  • VS-ST near Ici Multiple Employer Plan
  • VS-ST ind #3879

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 →

Bentley University Retirement Plan in the asset neighbourhood

Pediatric Faculty Foundation Defined Contribution PlanPediatric Faculty Foundation…$409MIci Multiple Employer Plan$409MBentley University Retirement PlanBentley University Retiremen…$407MLoyola Marymount University Defined Contribution Retirement PlanLoyola Marymount University …$405MNorthbay Healthcare 403(b) Retirement PlanNorthbay Healthcare 403(b) R…$404M
End-of-year total assets ($M) among Bentley University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$483M
Net Assets (End of Year)$407M
Net Income-$76M
Employer EIN041081650
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bentley University)

Sponsor-wide plan assets over time

All Bentley University plans reported in each filing year

Latest sponsor-wide plan assets
$500M 23.01300127314965% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $407M $500M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 1,134 $407M
2023 1 1,171 $454M
2024 1 1,230 $500M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Bentley University Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Bentley University Retirement Plan, Total assets ($B): 0.406847694 · Participants: 1134Bentley University Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Bentley University Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Bentley University Retirement Plan side-by-side with 3 peers →

Bentley University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Ici Multiple Employer Plan in IN ($409M); by covered participants it is 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA (1,133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,134 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 Bentley University Retirement Plan assets move in 2022? ▼
Bentley University Retirement Plan declined sharply - down 15.7% during 2022, from $483M to $407M. Reported net income was -$76M.
How have Bentley University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bentley University's sponsor-wide assets grew 23.0%, from $407M to $500M.
Where does Bentley University Retirement Plan rank by assets among Form 5500 filers? ▼
Bentley University Retirement Plan ranks in the 97th 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 Bentley University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Ici Multiple Employer Plan in IN ($409M, 2,630 participants).
Which Other plans cover a similar participant headcount to Bentley University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA (1,133 participants, $57M 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 041081650.

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.