Other · DOL Form 5500 · 2023
Brandeis University Retirement Plan
Data updated 2026-08-25
- $799M
- Total assets Above avg plan size
- 2,317
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $345,020
- Avg per participant High balance/head
Official DOL plan name: Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees · Sponsored by Brandeis University · Massachusetts · Educational Services
$799M in assets, 2,317 participants
Brandeis University's Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees reported $799M in total assets and 2,317 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,645 in Educational Services (3,735 peers)
Coverage in Massachusetts
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees covers 2,317 participants in Massachusetts, 3.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $799M.
- #3,645
- in Educational Services (3,735 peers)
- +11.1%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's outsized position by total assets
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$799,410,924 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees'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. Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees lands in the large band (2,317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees reported net income rose from -$130M in the plan year 2022 filing to $83M in the plan year 2023 filing.
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees end-of-year assets rose from $720M in the plan year 2022 filing to $799M in the plan year 2023 filing.
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees reported participants rose from 2,177 in the plan year 2022 filing to 2,317 in the plan year 2023 filing.
DOL schedule card
Filing strip 042103552 · Brandeis University PY 2023 · Other
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees · $799M · 2,317 · 98th
- EOY $799M
- 5500 2,317
- ASSETS 98th
- PCT Other
- EIN near The Cooper Health System 403(b) Plan
- RANK ind #3645
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 →
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $720M |
|---|---|
| Net Assets (End of Year) | $799M |
| Net Income | $83M |
| Employer EIN | 042103552 |
| Plan Effective Date | 1952-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brandeis University)
Sponsor-wide plan assets over time
All Brandeis University plans reported in each filing year
- Latest sponsor-wide plan assets
- $907M 19.092432632566013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,844 | $762M |
| 2023 | 2 | 3,079 | $849M |
| 2024 | 2 | 3,167 | $907M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 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
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Cooper Health System 403(b) Plan in NJ ($799M); by covered participants it is Lake Charles Memorial Health System 403(b) Plan in LA (2,317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($799M here).
- The Cooper Health System 403(b) Plan (NJ) $799M · 9,570
- Wake Forest University Retirement Plan (NC) $798M · 3,092
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $801M · 1,453
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (NE) $805M · 9,430
Similar participant headcount
Nearest other-state filings by covered participants (2,317 participants); asset peers above are excluded.
- Lake Charles Memorial Health System 403(b) Plan (LA) 2,317 · 0 off
- IBEW Local 351 Surety Plan (NJ) 2,319 · 2 off
- Greenwich Hospital Tax Deferred Annuity Retirement Plan (CT) 2,314 · 3 off
- Teacher's College, Columbia University DC Retirement Plan (NY) 2,325 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.