Money Purchase · DOL Form 5500 · 2022
Trustees of Tufts College Money Purchase Plan
Data updated 2026-08-11
- $819M
- Total assets
- 7,042
- Participants
- 99th
- Percentile by assets
- $116,362
- Avg per participant
Official DOL plan name: Tufts University Basic Retirement Plan · Sponsored by Trustees of Tufts College · Massachusetts · Educational Services
$819M in assets, 7,042 participants
Trustees of Tufts College's Tufts University Basic Retirement Plan reported $819M in total assets and 7,042 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)
- #3,949 in Educational Services (4,024 peers)
Coverage in Massachusetts
Tufts University Basic Retirement Plan covers 7,042 participants in Massachusetts, 11x the typical Massachusetts plan (state average ~659 per filing). Assets: $819M.
- $819M
- total plan assets (2022 EOY)
- 7,042
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $116,362
- avg assets per participant
The plan reported a net loss of $136M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Tufts University Basic Retirement Plan reports 7,042 participants - 11x that state average ($819M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $956M |
|---|---|
| Net Assets (End of Year) | $819M |
| Net Income | -$136M |
| Employer EIN | 042103634 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Tufts College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,065 | $1.6B |
| 2023 | 2 | 11,075 | $1.8B |
| 2024 | 2 | 11,323 | $2.0B |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Tufts University Basic Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Scale composition for Tufts University Basic Retirement Plan
Tufts University Basic Retirement Plan reports $819M in end-of-year assets across 7,042 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $116,362 per participant (84% of the national average assets-per-participant) . Net income for plan year 2022 was -$136M.
This plan identity (EIN 042103634, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $819M to $1.0B (+26.9%) while covered participants moved from 7,042 to 5,769 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,042 | $819M | This page |
| 2023 | 6,037 | $942M | Open filing |
| 2024 · index core | 5,769 | $1.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Tufts University Basic Retirement Plan (Money Purchase, $1.0B, 5,769 participants)
- Tufts University Voluntary Retirement Plan (Other, $996M, 5,554 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Tufts University Basic Retirement Plan by total assets, not by location.
- NECA-IBEW Pension Benefit Trust Fund (MO) $817M · 3,894
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect (OR) $813M · 1,488
- Teamster Local 282 Annuity Trust Fund (NY) $796M · 3,927
- Alcon Retirement Plan (TX) $846M · 9,281
Frequently Asked Questions
How did Tufts University Basic Retirement Plan assets move in 2022? ▼
How have Trustees of Tufts College plan assets changed over time? ▼
Where does Tufts University Basic Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Tufts University Basic Retirement Plan? ▼
Next read for Tufts University Basic Retirement Plan
Filing takeaways
Ways to act on Tufts University Basic Retirement Plan's numbers.
- By total assets, Tufts University Basic Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Trustees of Tufts College's sponsor-wide assets have grown 26.1% since 2022 across 3 plan years on file. More Educational Services plans