Other · DOL Form 5500 · 2023
Babson College Retirement Plan
Data updated 2026-08-11
- $446M
- Total assets
- 1,166
- Participants
- 97th
- Percentile by assets
- $382,627
- Avg per participant
Official DOL plan name: Babson College Retirement Plan · Sponsored by Babson College · Massachusetts · Educational Services
$446M in assets, 1,166 participants
Babson College's Babson College Retirement Plan reported $446M in total assets and 1,166 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #3,581 in Educational Services (3,735 peers)
Where Babson College Retirement Plan sits by assets
Babson College Retirement Plan sits in the top 5% of all filed plans by assets, $446M for 1,166 participants (~$382,627/participant), up 16.1% in 2023.
- $446M
- total plan assets (2023 EOY)
- 1,166
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $382,627
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Babson College Retirement Plan reported net income rose from -$66M in the plan year 2022 filing to $62M in the plan year 2023 filing.
- Babson College Retirement Plan end-of-year assets rose from $384M in the plan year 2022 filing to $446M in the plan year 2023 filing.
- Babson College Retirement Plan reported participants rose from 1,103 in the plan year 2022 filing to 1,166 in the plan year 2023 filing.
Babson College Retirement Plan vs the 2023 asset distribution
By assets, Babson College Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $384M |
|---|---|
| Net Assets (End of Year) | $446M |
| Net Income | $62M |
| Employer EIN | 042103544 |
| Plan Effective Date | 1969-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Babson College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,103 | $384M |
| 2023 | 1 | 1,166 | $446M |
| 2024 | 1 | 1,240 | $478M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Babson College Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Similar-Sized Other Plans Nationally
Other plans in other states closest to Babson College Retirement Plan by total assets, not by location.
- Duquesne University 403(b) Defined Contribution Retirement Plan (PA) $447M · 4,061
- Penn State Health Tax Sheltered Annuity Program (PA) $444M · 18,215
- Caromont Health, Inc. Retirement Savings Plan (NC) $444M · 4,458
- Bjc 403(b) Plan (MO) $448M · 5,284
Frequently Asked Questions
How did Babson College Retirement Plan assets move in 2023? ▼
How have Babson College plan assets changed over time? ▼
Where does Babson College Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Babson College Retirement Plan? ▼
Next read for Babson College Retirement Plan
Scale reading
Ways to act on Babson College Retirement Plan's numbers.
- By total assets, Babson College 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
- Babson College's sponsor-wide assets have grown 24.3% since 2022 across 3 plan years on file. More Educational Services plans