Other · DOL Form 5500 · 2022
Trustees of Boston University Retirement Plan
Data updated 2026-08-25
- $1.3B
- Total assets Very large vs avg
- 12,377
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $108,230
- Avg per participant Below avg balance/head
Official DOL plan name: Boston University Supplemental Retirement and Savings Plan · Sponsored by Trustees of Boston University · Massachusetts · Educational Services
$1.3B in assets, 12,377 participants
Trustees of Boston University's Boston University Supplemental Retirement and Savings Plan reported $1.3B in total assets and 12,377 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.
- #3,973 in Educational Services (4,024 peers)
Coverage in Massachusetts
Boston University Supplemental Retirement and Savings Plan covers 12,377 participants in Massachusetts, 19x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.3B.
- #3,973
- in Educational Services (4,024 peers)
- -13.3%
- assets change YoY
- 13×
- vs typical plan assets (national mean)
The plan reported a net loss of $206M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Boston University Supplemental Retirement and Savings Plan's outsized position by total assets
Boston University Supplemental Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,339,557,889 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
Boston University Supplemental Retirement and Savings Plan's mega-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 Supplemental Retirement and Savings Plan is a mega filing (12,377 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 042103547 · Trustees of Boston University PY 2022 · Other
Boston University Supplemental Retirement and Savings Plan · $1.3B · 12,377 · 99th
- BOY $1.3B
- BOY 12,377
- BOY 99th
- BOY Other
- BOY near Fordham University Retirement Plan
- BOY ind #3973
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 Supplemental Retirement and Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.3B |
| Net Income | -$206M |
| Employer EIN | 042103547 |
| Plan Effective Date | 1974-09-01 |
| 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
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston Medical Center 403(b) Retirement Plan $1.2B · 8,481
Scale composition for Boston University Supplemental Retirement and Savings Plan
Boston University Supplemental Retirement and Savings Plan reports $1.3B in end-of-year assets across 12,377 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $108,230 per participant (78% of the national average assets-per-participant) . Net income for plan year 2022 was -$206M.
This plan identity (EIN 042103547, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.7B (+29.6%) while covered participants moved from 12,377 to 12,869 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,377 | $1.3B | This page |
| 2023 | 12,651 | $1.6B | Open filing |
| 2024 · index core | 12,869 | $1.7B | 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 Supplemental Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Fordham University Retirement Plan in NY ($1.3B); by covered participants it is Main Line Health, Inc. Retirement Savings Plan in PA (12,395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.3B here).
- Fordham University Retirement Plan (NY) $1.3B · 2,950
- University of Miami Retirement Savings Plan (FL) $1.4B · 12,294
- Princeton University Retirement Savings Plan (NJ) $1.3B · 7,627
- The George Washington University Supplemental Retirement Plan (VA) $1.4B · 7,903
Similar participant headcount
Nearest other-state filings by covered participants (12,377 participants); asset peers above are excluded.
- Main Line Health, Inc. Retirement Savings Plan (PA) 12,395 · 18 off
- Carilion Clinic 403(b) Retirement Savings Plan (VA) 12,418 · 41 off
- Tower Health 403(b) Plan (PA) 12,324 · 53 off
- Baylor College of Medicine Section 403b (TX) 12,275 · 102 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.