Other · DOL Form 5500 · 2022
Trustees of Boston University Retirement Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 8,045
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $306,157
- Avg per participant High balance/head
Official DOL plan name: Boston University Retirement Plan · Sponsored by Trustees of Boston University · Massachusetts · Educational Services
$2.5B in assets, 8,045 participants
Trustees of Boston University's Boston University Retirement Plan reported $2.5B in total assets and 8,045 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #4,001 in Educational Services (4,024 peers)
Coverage in Massachusetts
Boston University Retirement Plan covers 8,045 participants in Massachusetts, 12x the typical Massachusetts plan (state average ~659 per filing). Assets: $2.5B.
- #4,001
- in Educational Services (4,024 peers)
- -15.6%
- assets change YoY
- 25×
- vs typical plan assets (national mean)
The plan reported a net loss of $456M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Boston University Retirement Plan's outsized position by total assets
Boston University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,463,034,550 Highest reported value at or above every one 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
Boston University 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. Boston University Retirement Plan lands in the large band (8,045 participants).
Published 5500 schedule card
Filing strip 042103547 · Trustees of Boston University PY 2022 · Other
Boston University Retirement Plan · $2.5B · 8,045 · 100th
- PHOTO $2.5B
- IND 8,045
- EOY 100th
- 5500 Other
- ASSETS near Int'l Brotherhood of Electrical Workers' Pension Benefit Fund
- PCT ind #4001
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 →
Boston University Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | -$456M |
| Employer EIN | 042103547 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Boston University)
Sponsor-wide plan assets over time
All Trustees of Boston University plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.7B 23.918430112883314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,422 | $3.8B |
| 2023 | 2 | 20,781 | $4.3B |
| 2024 | 2 | 21,042 | $4.7B |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
- Boston Medical Center 403(b) Retirement Plan $1.2B · 8,481
Scale composition for Boston University Retirement Plan
Boston University Retirement Plan reports $2.5B in end-of-year assets across 8,045 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $306,157 per participant (2.2x the national average assets-per-participant) . Net income for plan year 2022 was -$456M.
This plan identity (EIN 042103547, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.5B to $3.0B (+20.8%) while covered participants moved from 8,045 to 8,173 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,045 | $2.5B | This page |
| 2023 | 8,130 | $2.8B | Open filing |
| 2024 · index core | 8,173 | $3.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Boston University Retirement Plan (Other, $3.0B, 8,173 participants)
- Boston University Supplemental Retirement and Savings Plan (Other, $1.7B, 12,869 participants)
Boston University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Int'l Brotherhood of Electrical Workers' Pension Benefit Fund in DC ($2.5B); by covered participants it is Munson 403(b) Plan in MI (8,025 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund (DC) $2.5B · 419,935
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B (MD) $2.5B · 8,736
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) $2.4B · 14,145
- Medstar Health, Inc. Retirement Savings Plan (MD) $2.4B · 30,441
Similar participant headcount
Nearest other-state filings by covered participants (8,045 participants); asset peers above are excluded.
- Munson 403(b) Plan (MI) 8,025 · 20 off
- Children's Hospital Colorado 403(b) Plan (CO) 7,995 · 50 off
- Florida Health Sciences Center 403(b) Savings Plan (FL) 8,180 · 135 off
- Caltech Voluntary Retirement Plan (CA) 8,185 · 140 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.