Other · DOL Form 5500 · 2023
Assumption University Retirement Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 571
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $240,321
- Avg per participant Above avg balance/head
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.
- #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.
- #3,300
- in Educational Services (3,735 peers)
- +11.0%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Assumption University Defined Contribution Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Assumption University Defined Contribution Retirement Plan 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. Assumption University Defined Contribution Retirement Plan sits mid-pack in the medium band (571 participants).
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.
Published 5500 schedule card
Filing strip 042105776 · Assumption University PY 2023 · Other
Assumption University Defined Contribution Retirement Plan · $137M · 571 · 93rd
- EIN $137M
- EIN 571
- EIN 93rd
- EIN Other
- EIN near Mary Free Bed Rehabilitation Hospital 403(b) Plan
- EIN ind #3300
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 →
Assumption University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | $14M |
| Employer EIN | 042105776 |
| Plan Effective Date | 1958-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Assumption University)
Sponsor-wide plan assets over time
All Assumption University plans reported in each filing year
- Latest sponsor-wide plan assets
- $146M 18.223502948323798% vs 2022
- 2024 filing year
| 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.
- 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
Assumption University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Mary Free Bed Rehabilitation Hospital 403(b) Plan in MI ($137M); by covered participants it is Wahiawa General Hospital Retirement Savings Plan in HI (571 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
Similar participant headcount
Nearest other-state filings by covered participants (571 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.