Other · DOL Form 5500 · 2022
Northeastern University Retirement Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 9,310
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $203,626
- Avg per participant Above avg balance/head
Official DOL plan name: Northeastern University Retirement Plan · Sponsored by Northeastern University · Massachusetts · Educational Services
$1.9B in assets, 9,310 participants
Northeastern University's Northeastern University Retirement Plan reported $1.9B in total assets and 9,310 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.
- #3,991 in Educational Services (4,024 peers)
Coverage in Massachusetts
Northeastern University Retirement Plan covers 9,310 participants in Massachusetts, 14x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.9B.
- #3,991
- in Educational Services (4,024 peers)
- -13.5%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $295M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Northeastern University Retirement Plan's outsized position by total assets
Northeastern University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,895,761,726 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
Northeastern 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. Northeastern University Retirement Plan lands in the large band (9,310 participants).
EBSA filing schedule strip
Filing strip 041679980 · Northeastern University PY 2022 · Other
Northeastern University Retirement Plan · $1.9B · 9,310 · 99th
- 5500 $1.9B
- ASSETS 9,310
- PCT 99th
- EIN Other
- RANK near Ohiohealth Retirement Savings Plan 403(b)
- PHOTO ind #3991
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 →
Northeastern University Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$295M |
| Employer EIN | 041679980 |
| Plan Effective Date | 1945-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeastern University)
Sponsor-wide plan assets over time
All Northeastern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 39.3395593851123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,310 | $1.9B |
| 2023 | 1 | 8,553 | $2.3B |
| 2024 | 1 | 8,900 | $2.6B |
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
- 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 Northeastern University Retirement Plan
Northeastern University Retirement Plan reports $1.9B in end-of-year assets across 9,310 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $203,626 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2022 was -$295M.
This plan identity (EIN 041679980, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.6B (+39.3%) while covered participants moved from 9,310 to 8,900 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,310 | $1.9B | This page |
| 2023 | 8,553 | $2.3B | Open filing |
| 2024 · index core | 8,900 | $2.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Northeastern University Retirement Plan (Other, $2.6B, 8,900 participants)
Northeastern University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Ohiohealth Retirement Savings Plan 403(b) in OH ($1.9B); by covered participants it is Nebraska Medicine Retirement Plan - Base and Matching Contributions in NE (9,278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- Ohiohealth Retirement Savings Plan 403(b) (OH) $1.9B · 28,462
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $1.9B · 22,860
- Cedars-Sinai Health System 403b Retirement Plan (CA) $1.9B · 10,975
- Cornell University Tax-Deferred Annuity Plan (NY) $1.9B · 12,687
Similar participant headcount
Nearest other-state filings by covered participants (9,310 participants); asset peers above are excluded.
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (NE) 9,278 · 32 off
- Nebraska Medicine Retirement Plan - Employee Contributions (NE) 9,278 · 32 off
- Southeastern Carpenters and Millwrights Pension Plan (TN) 9,451 · 141 off
- Northwestern University Retirement Plan (IL) 9,465 · 155 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.