Other · DOL Form 5500 · 2022

Lesley University Retirement Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
684
Participants Below avg headcount
95th
Percentile by assets National rank
$254,112
Avg per participant Above avg balance/head
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Official DOL plan name: Lesley University Retirement Plan · Sponsored by Lesley University · Massachusetts · Educational Services

$174M in assets, 684 participants

Lesley University's Lesley University Retirement Plan reported $174M in total assets and 684 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,690 in Educational Services (4,024 peers)

Where Lesley University Retirement Plan sits by assets

Lesley University Retirement Plan sits in the top 5% of all filed plans by assets, $174M for 684 participants (~$254,112/participant), down 13.9% in 2022.

#3,690
in Educational Services (4,024 peers)
-13.9%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lesley University Retirement Plan's outsized position by total assets

Lesley University Retirement Plan vs every filed plan by assets

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

$173,812,518 Top 5% higher than 95% 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

Lesley 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. Lesley University Retirement Plan sits mid-pack in the medium band (684 participants).

Form 5500 schedule snapshot

Filing strip 042103589 · Lesley University PY 2022 · Other

Lesley University Retirement Plan · $174M · 684 · 95th

  • BOY $174M
  • SCH 684
  • EBSA 95th
  • PART Other
  • TYPE near Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan
  • NET ind #3690

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 →

Lesley University Retirement Plan in the asset neighbourhood

Centrastate Healthcare System 403(b) Retirement SavingsCentrastate Healthcare Syste…$174MAu Medical Center, Inc. 403(b) Retirement Savings PlanAu Medical Center, Inc. 403(…$174MLesley University Retirement PlanLesley University Retirement…$174MMartin Memorial Health Systems, Inc. 403(b) Retirement Savings PlanMartin Memorial Health Syste…$174MNortheast District Council of the Opcmia Annuity FundNortheast District Council o…$173M
End-of-year total assets ($M) among Lesley 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)$202M
Net Assets (End of Year)$174M
Net Income-$28M
Employer EIN042103589
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lesley University)

Sponsor-wide plan assets over time

All Lesley University plans reported in each filing year

Latest sponsor-wide plan assets
$196M 12.75264995585646% vs 2022
2024 filing year
$170M$180M$190M$200M 202220232024 $174M $196M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 684 $174M
2023 1 714 $190M
2024 1 713 $196M

Nearby Other Plans in Massachusetts

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

Lesley University Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Lesley University Retirement Plan, Total assets ($B): 0.173812518 · Participants: 684Lesley 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
Lesley University Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Lesley University Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Other by assets is Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan in FL ($174M); by covered participants it is March of Dimes, Inc. 403(b) Plan in VA (684 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (684 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 Lesley University Retirement Plan assets move in 2022? ▼
Lesley University Retirement Plan pulled back noticeably - down 13.9% during 2022, from $202M to $174M. Reported net income was -$28M.
How have Lesley University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lesley University's sponsor-wide assets grew 12.8%, from $174M to $196M.
Where does Lesley University Retirement Plan rank by assets among Form 5500 filers? ▼
Lesley University Retirement Plan ranks in the 95th 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 Lesley University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan in FL ($174M, 3,750 participants).
Which Other plans cover a similar participant headcount to Lesley University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is March of Dimes, Inc. 403(b) Plan in VA (684 participants, $61M 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 042103589.

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.