Other · DOL Form 5500 · 2023
Brandeis University Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 762
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $65,063
- Avg per participant Low balance/head
Official DOL plan name: Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees · Sponsored by Brandeis University · Massachusetts · Educational Services
$50M in assets, 762 participants
Brandeis University's Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees reported $50M in total assets and 762 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #2,761 in Educational Services (3,735 peers)
Where Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees sits by assets
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees sits in the top quartile of all filed plans by assets, $50M for 762 participants (~$65,063/participant), up 18.4% in 2023.
- #2,761
- in Educational Services (3,735 peers)
- +18.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees's outsized position by total assets
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,578,220 Top 15% higher than 85% 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 Retirement Plan for Nonexempt Employees among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees sits mid-pack in the medium band (762 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees end-of-year assets rose from $42M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees reported participants rose from 667 in the plan year 2022 filing to 762 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042103552 · Brandeis University PY 2023 · Other
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees · $50M · 762 · 85th
- EOY $50M
- EOY 762
- EOY 85th
- EOY Other
- EOY near Cedar Crest College DC and Tda Retirement Plan
- EOY ind #2761
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 Retirement Plan for Nonexempt Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $4M |
| 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 Retirement Plan for Nonexempt Employees's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Cedar Crest College DC and Tda Retirement Plan in PA ($50M); by covered participants it is Hillsdale College Defined Contribution Retirement Plan in MI (763 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (762 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.