Other · DOL Form 5500 · 2022
Simmons University Retirement Plan
Data updated 2026-08-11
- $238M
- Total assets
- 789
- Participants
- 96th
- Percentile by assets
- $301,324
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $238M
- total plan assets (2022 EOY)
- 789
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $301,324
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Simmons University Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $275M |
|---|---|
| Net Assets (End of Year) | $238M |
| Net Income | -$37M |
| Employer EIN | 042103629 |
| Plan Effective Date | 1935-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simmons University)
| 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
- 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 University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to Simmons University Retirement Plan by total assets, not by location.
- John T Mather Memorial Hospital Contribution Retirement Plan (NY) $238M · 2,764
- The Association of Universities for Research in Astronomy, Inc. 403(b) Savings Plan (DC) $237M · 1,349
- Frederick Health 403(b) Plan (MD) $240M · 3,384
- The Metropolitan Museum of Art 403(b) Retirement Plan for Non-Union Employees (NY) $234M · 1,010
Frequently Asked Questions
How did Simmons University Retirement Plan assets move in 2022? ▼
How have Simmons University plan assets changed over time? ▼
Where does Simmons University Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Simmons University Retirement Plan
Scale reading
Ways to act on Simmons University Retirement Plan's numbers.
- By total assets, Simmons University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Simmons University's sponsor-wide assets have grown 13.4% since 2022 across 3 plan years on file. More Educational Services plans