Other · DOL Form 5500 · 2022

Trustees of Tufts College Retirement Plan

Data updated 2026-08-11

$796M
Total assets
4,023
Participants
99th
Percentile by assets
$197,805
Avg per participant
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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.

  • 99th percentile by assets (of 139,126 plans)
  • #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.

$796M
total plan assets (2022 EOY)
4,023
covered participants
99th
percentile by assets (of 139,126 plans)
$197,805
avg assets per participant

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.

Where Tufts University Voluntary Retirement Plan sits 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 $2,010,000,000 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

State
Massachusetts
Industry
Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Tufts University Voluntary Retirement Plan reports 4,023 participants - 6.1x that state average ($796M EOY assets).

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)

$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.62B $2.04B ▲ +25.9%
Total plan assets by year, all Trustees of Tufts College plans on file
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 ($B) Participants Tufts University Vol…, Total assets ($B): 0.795770448 · Participants: 4023Tufts University Vol…The Mitre Corporatio…, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.162431633 · Participants: 21269Harvard University T…Boston University Re…, Total assets ($B): 2.46303455 · Participants: 8045Boston University Re…Northeastern Univers…, Total assets ($B): 1.895761726 · Participants: 9310Northeastern Univers…Boston University Su…, Total assets ($B): 1.339557889 · Participants: 12377Boston University Su…
Tufts University Voluntary Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Tufts University Voluntary Retirement Pl… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Tufts University Voluntary Retirement Plan by total assets, not by location.

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).

Next read for Tufts University Voluntary Retirement Pl…

Filing takeaways

Ways to act on Tufts University Voluntary Retirement Plan's numbers.

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.