Other · DOL Form 5500 · 2022
Bentley University Retirement Plan
Data updated 2026-08-11
- $407M
- Total assets
- 1,134
- Participants
- 97th
- Percentile by assets
- $358,772
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $407M
- total plan assets (2022 EOY)
- 1,134
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $358,772
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Bentley University Retirement Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $483M |
|---|---|
| Net Assets (End of Year) | $407M |
| Net Income | -$76M |
| Employer EIN | 041081650 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bentley University)
| 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
- 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 Bentley University Retirement Plan by total assets, not by location.
- Ici Multiple Employer Plan (IN) $409M · 2,630
- Loyola Marymount University Defined Contribution Retirement Plan (CA) $405M · 2,847
- Northbay Healthcare 403(b) Retirement Plan (CA) $404M · 2,543
- Pediatric Faculty Foundation Defined Contribution Plan (IL) $409M · 563
Frequently Asked Questions
How did Bentley University Retirement Plan assets move in 2022? ▼
How have Bentley University plan assets changed over time? ▼
Where does Bentley University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Bentley University Retirement Plan? ▼
Next read for Bentley University Retirement Plan
Scale reading
Ways to act on Bentley University Retirement Plan's numbers.
- By total assets, Bentley University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Bentley University's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Educational Services plans