Other · DOL Form 5500 · 2023

Assumption University Retirement Plan

Data updated 2026-08-11

$137M
Total assets
571
Participants
93rd
Percentile by assets
$240,321
Avg per participant
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Official DOL plan name: Assumption University Defined Contribution Retirement Plan · Sponsored by Assumption University · Massachusetts · Educational Services

$137M in assets, 571 participants

Assumption University's Assumption University Defined Contribution Retirement Plan reported $137M in total assets and 571 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #3,300 in Educational Services (3,735 peers)

Where Assumption University Defined Contribution Retirement Plan sits by assets

Assumption University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $137M for 571 participants (~$240,321/participant), up 11.0% in 2023.

$137M
total plan assets (2023 EOY)
571
covered participants
93rd
percentile by assets (of 127,072 plans)
$240,321
avg assets per participant

Where Assumption University Defined Contribution Retirement Plan sits by total assets

Assumption University Defined Contribution Retirement Plan vs every filed plan by assets

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

$137,223,550 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assumption University Defined Contribution Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Assumption University Defined Contribution Retirement Plan end-of-year assets rose from $124M in the plan year 2022 filing to $137M in the plan year 2023 filing.
  • Assumption University Defined Contribution Retirement Plan reported participants rose from 561 in the plan year 2022 filing to 571 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Educational Services

Assumption University Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Assumption University Defined Contribution Retirement Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$137M
Net Income$14M
Employer EIN042105776
Plan Effective Date1958-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assumption University)

$120M$130M$140M$150M 202220232024 $124M $146M ▲ +18.2%
Total plan assets by year, all Assumption University plans on file
Year Plans Participants Total Assets
2022 1 561 $124M
2023 1 571 $137M
2024 1 568 $146M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Assumption University Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Assumption Universit…, Total assets ($B): 0.13722355 · Participants: 571Assumption Universit…The Mitre Corporatio…, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.76566072 · Participants: 21064Harvard University T…Boston University Re…, Total assets ($B): 2.758080647 · Participants: 8130Boston University Re…Beth Israel Deacones…, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deacones…Northeastern Univers…, Total assets ($B): 2.333339945 · Participants: 8553Northeastern Univers…
Assumption University Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Assumption University Defined Contributi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Assumption University Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Assumption University Defined Contribution Retirement Plan assets move in 2023? ▼
Assumption University Defined Contribution Retirement Plan grew at a solid clip - up 11.0% during 2023, from $124M to $137M. Reported net income was $14M.
How have Assumption University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assumption University's sponsor-wide assets grew 18.2%, from $124M to $146M.
Where does Assumption University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Assumption University Defined Contribution Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Assumption University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mary Free Bed Rehabilitation Hospital 403(b) Plan in MI ($137M, 2,172 participants).

Next read for Assumption University Defined Contributi…

Scale reading

Ways to act on Assumption University Defined Contribution Retirement Plan's numbers.

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 042105776.

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.