Other · DOL Form 5500 · 2022

Trustees of Tufts College Retirement Plan

Data updated 2026-08-25

$796M
Total assets Above avg plan size
4,023
Participants Above avg headcount
99th
Percentile by assets National rank
$197,805
Avg per participant Above avg balance/head
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Official DOL plan name: Tufts University Voluntary Retirement Plan · Sponsored by Trustees of Tufts College · Massachusetts · Educational Services

$796M in assets, 4,023 participants

Trustees of Tufts College's Tufts University Voluntary Retirement Plan reported $796M in total assets and 4,023 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.

  • #3,948 in Educational Services (4,024 peers)

Coverage in Massachusetts

Tufts University Voluntary Retirement Plan covers 4,023 participants in Massachusetts, 6.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $796M.

#3,948
in Educational Services (4,024 peers)
-14.4%
assets change YoY
8.0×
vs typical plan assets (national mean)

The plan reported a net loss of $134M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tufts University Voluntary Retirement Plan's outsized position by total assets

Tufts University Voluntary Retirement Plan vs every filed plan by assets

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

$795,770,448 Top 1% higher than 99% 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

Tufts University Voluntary 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. Tufts University Voluntary Retirement Plan lands in the large band (4,023 participants).

DOL schedule card

Filing strip 042103634 · Trustees of Tufts College PY 2022 · Other

Tufts University Voluntary Retirement Plan · $796M · 4,023 · 99th

  • PCT $796M
  • EIN 4,023
  • RANK 99th
  • PHOTO Other
  • IND near Maimonides Medical Center Tax Deferred Retirement Plan
  • EOY ind #3948

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 →

Tufts University Voluntary Retirement Plan in the asset neighbourhood

Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanChildren's Mercy Hospital Ta…$807MMaimonides Medical Center Tax Deferred Retirement PlanMaimonides Medical Center Ta…$802MTufts University Voluntary Retirement PlanTufts University Voluntary R…$796MTower Health 403(b) Plan$788MYale University Tax-Deferred 403(b) Savings PlanYale University Tax-Deferred…$785M
End-of-year total assets ($M) among Tufts University Voluntary Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$930M
Net Assets (End of Year)$796M
Net Income-$134M
Employer EIN042103634
Plan Effective Date1945-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Tufts College)

Sponsor-wide plan assets over time

All Trustees of Tufts College plans reported in each filing year

Latest sponsor-wide plan assets
$2.0B 26.056882338588927% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.62B $2.04B ▲ +25.9%
Year Plans Participants Total Assets
2022 2 11,065 $1.6B
2023 2 11,075 $1.8B
2024 2 11,323 $2.0B

Nearby Other Plans in Massachusetts

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

Tufts University Voluntary Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Tufts University Voluntary Retirement Plan, Total assets ($B): 0.795770448 · Participants: 4023Tufts University Voluntary 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
Tufts University Voluntary Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Tufts University Voluntary Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Other by assets is Maimonides Medical Center Tax Deferred Retirement Plan in NY ($802M); by covered participants it is The University Hospital of Augusta, Georgia Retirement Savings Plan in GA (4,040 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,023 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 Tufts University Voluntary Retirement Plan assets move in 2022? ▼
Tufts University Voluntary Retirement Plan pulled back noticeably - down 14.4% during 2022, from $930M to $796M. Reported net income was -$134M.
How have Trustees of Tufts College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Tufts College's sponsor-wide assets grew 26.1%, from $1.6B to $2.0B.
Where does Tufts University Voluntary Retirement Plan rank by assets among Form 5500 filers? ▼
Tufts University Voluntary Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Tufts University Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Maimonides Medical Center Tax Deferred Retirement Plan in NY ($802M, 5,122 participants).
Which Other plans cover a similar participant headcount to Tufts University Voluntary Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The University Hospital of Augusta, Georgia Retirement Savings Plan in GA (4,040 participants, $338M 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 042103634.

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.