Other · DOL Form 5500 · 2022

Simmons University Retirement Plan

Data updated 2026-08-25

$238M
Total assets Near avg plan size
789
Participants Near avg headcount
96th
Percentile by assets National rank
$301,324
Avg per participant High balance/head
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Official DOL plan name: Simmons University Retirement Plan · Sponsored by Simmons University · Massachusetts · Educational Services

$238M in assets, 789 participants

Simmons University's Simmons University Retirement Plan reported $238M in total assets and 789 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,775 in Educational Services (4,024 peers)

Where Simmons University Retirement Plan sits by assets

Simmons University Retirement Plan sits in the top 5% of all filed plans by assets, $238M for 789 participants (~$301,324/participant), down 13.5% in 2022.

#3,775
in Educational Services (4,024 peers)
-13.5%
assets change YoY
2.4×
vs typical plan assets (national mean)

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simmons University Retirement Plan's outsized position by total assets

Simmons University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$237,744,747 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 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

Simmons University Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Simmons University Retirement Plan sits mid-pack in the medium band (789 participants).

Published 5500 schedule card

Filing strip 042103629 · Simmons University PY 2022 · Other

Simmons University Retirement Plan · $238M · 789 · 96th

  • BOY $238M
  • SCH 789
  • EBSA 96th
  • PART Other
  • TYPE near John T Mather Memorial Hospital Contribution Retirement Plan
  • NET ind #3775

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 →

Simmons University Retirement Plan in the asset neighbourhood

Frederick Health 403(b) Plan$240MJohn T Mather Memorial Hospital Contribution Retirement PlanJohn T Mather Memorial Hospi…$238MSimmons University Retirement PlanSimmons University Retiremen…$238MThe Association of Universities for Research in Astronomy, Inc. 403(b) Savings PlanThe Association of Universit…$237MThe Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union EmployeesThe Metropolitan Museum of A…$234M
End-of-year total assets ($M) among Simmons University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$275M
Net Assets (End of Year)$238M
Net Income-$37M
Employer EIN042103629
Plan Effective Date1935-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simmons University)

Sponsor-wide plan assets over time

All Simmons University plans reported in each filing year

Latest sponsor-wide plan assets
$270M 13.375402990502247% vs 2022
2024 filing year
$230M$240M$250M$260M$270M$280M 202220232024 $238M $270M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 789 $238M
2023 1 857 $255M
2024 1 731 $270M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Simmons University Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 012345 Total assets ($B) Participants Simmons University Retirement Plan, Total assets ($B): 0.237744747 · Participants: 789Simmons University Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Simmons University Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Simmons University Retirement Plan side-by-side with 3 peers →

Simmons University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is John T Mather Memorial Hospital Contribution Retirement Plan in NY ($238M); by covered participants it is University of Tampa Defined Contribution Retirement Plan in FL (787 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (789 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Simmons University Retirement Plan assets move in 2022? ▼
Simmons University Retirement Plan pulled back noticeably - down 13.5% during 2022, from $275M to $238M. Reported net income was -$37M.
How have Simmons University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simmons University's sponsor-wide assets grew 13.4%, from $238M to $270M.
Where does Simmons University Retirement Plan rank by assets among Form 5500 filers? ▼
Simmons University Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Simmons University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is John T Mather Memorial Hospital Contribution Retirement Plan in NY ($238M, 2,764 participants).
Which Other plans cover a similar participant headcount to Simmons University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Tampa Defined Contribution Retirement Plan in FL (787 participants, $178M in assets).

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 042103629.

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.