Money Purchase · DOL Form 5500 · 2022
Trustees of Tufts College Money Purchase Plan
Data updated 2026-08-25
- $819M
- Total assets Above avg plan size
- 7,042
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $116,362
- Avg per participant Below avg balance/head
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.
- #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.
- #3,949
- in Educational Services (4,024 peers)
- -14.3%
- assets change YoY
- 8.2×
- vs typical plan assets (national mean)
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.
Tufts University Basic Retirement Plan's outsized position by total assets
Tufts University Basic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$819,422,216 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tufts University Basic 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 Basic Retirement Plan lands in the large band (7,042 participants).
EBSA filing schedule strip
Filing strip 042103634 · Trustees of Tufts College PY 2022 · Money Purchase
Tufts University Basic Retirement Plan · $819M · 7,042 · 99th
- EBSA $819M
- PART 7,042
- TYPE 99th
- NET Money Purchase
- BOOK near NECA-IBEW Pension Benefit Trust Fund
- VS-ST ind #3949
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 Basic Retirement Plan in the asset neighbourhood
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)
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
| 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.
- 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)
Tufts University Basic Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is NECA-IBEW Pension Benefit Trust Fund in MO ($817M); by covered participants it is Boilermakers Lodge 154 Retirement Plan in MN (7,067 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($819M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (7,042 participants); asset peers above are excluded.
- Boilermakers Lodge 154 Retirement Plan (MN) 7,067 · 25 off
- Kaiser Permanente Washington Defined Contribution Plan (CA) 7,075 · 33 off
- Iron Workers District Council of So Oh & Vicinity Annuity Trust (OH) 6,972 · 70 off
- William Marsh Rice University Defined Contribution Retirement Plan (TX) 6,837 · 205 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.