Other · DOL Form 5500 · 2023

Babson College Retirement Plan

Data updated 2026-08-25

$446M
Total assets Above avg plan size
1,166
Participants Near avg headcount
97th
Percentile by assets National rank
$382,627
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,581
in Educational Services (3,735 peers)
+16.1%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Babson College Retirement Plan's outsized position by total assets

Babson College Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$446,142,991 Top 3% higher than 97% of 127,068 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 2023

Babson College Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Babson College Retirement Plan lands in the large band (1,166 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042103544 · Babson College PY 2023 · Other

Babson College Retirement Plan · $446M · 1,166 · 97th

  • PHOTO $446M
  • IND 1,166
  • EOY 97th
  • 5500 Other
  • ASSETS near Duquesne University 403(b) Defined Contribution Retirement Plan
  • PCT ind #3581

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 →

Babson College Retirement Plan in the asset neighbourhood

Bjc 403(b) Plan$448MDuquesne University 403(b) Defined Contribution Retirement PlanDuquesne University 403(b) D…$447MBabson College Retirement PlanBabson College Retirement Pl…$446MPenn State Health Tax Sheltered Annuity ProgramPenn State Health Tax Shelte…$444MCaromont Health, Inc. Retirement Savings PlanCaromont Health, Inc. Retire…$444M
End-of-year total assets ($M) among Babson College Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$384M
Net Assets (End of Year)$446M
Net Income$62M
Employer EIN042103544
Plan Effective Date1969-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Babson College)

Sponsor-wide plan assets over time

All Babson College plans reported in each filing year

Latest sponsor-wide plan assets
$478M 24.31412627889995% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $384M $478M ▲ +24.3%
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 Scatter plot of 6 data points. 0500010000150002000025000 012345 Total assets ($B) Participants Babson College Retirement Plan, Total assets ($B): 0.446142991 · Participants: 1166Babson College Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Babson College Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Babson College Retirement Plan side-by-side with 3 peers →

Babson College Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Duquesne University 403(b) Defined Contribution Retirement Plan in PA ($447M); by covered participants it is Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan in TX (1,167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($446M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Babson College Retirement Plan assets move in 2023? ▼
Babson College Retirement Plan grew sharply - up 16.1% during 2023, from $384M to $446M. Reported net income was $62M.
How have Babson College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Babson College's sponsor-wide assets grew 24.3%, from $384M to $478M.
Where does Babson College Retirement Plan rank by assets among Form 5500 filers? ▼
Babson College Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Babson College Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Duquesne University 403(b) Defined Contribution Retirement Plan in PA ($447M, 4,061 participants).
Which Other plans cover a similar participant headcount to Babson College Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan in TX (1,167 participants, $103M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042103544.

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.