Other · DOL Form 5500 · 2023

Bay Path University Retirement Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
861
Participants Near avg headcount
87th
Percentile by assets National rank
$68,954
Avg per participant Below avg balance/head
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Official DOL plan name: Bay Path University 403(b) Retirement Plan · Sponsored by Bay Path University · Massachusetts · Educational Services

$59M in assets, 861 participants

Bay Path University's Bay Path University 403(b) Retirement Plan reported $59M in total assets and 861 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,880 in Educational Services (3,735 peers)

Where Bay Path University 403(b) Retirement Plan sits by assets

Bay Path University 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $59M for 861 participants (~$68,954/participant), up 17.2% in 2023.

#2,880
in Educational Services (3,735 peers)
+17.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Bay Path University 403(b) Retirement Plan's outsized position by total assets

Bay Path University 403(b) Retirement Plan vs every filed plan by assets

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

$59,369,783 Top 13% higher than 87% 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

Bay Path University 403(b) 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. Bay Path University 403(b) Retirement Plan sits mid-pack in the medium band (861 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bay Path University 403(b) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Bay Path University 403(b) Retirement Plan end-of-year assets rose from $51M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Bay Path University 403(b) Retirement Plan reported participants fell from 957 in the plan year 2022 filing to 861 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042103865 · Bay Path University PY 2023 · Other

Bay Path University 403(b) Retirement Plan · $59M · 861 · 87th

  • NET $59M
  • NET 861
  • NET 87th
  • NET Other
  • NET near St. Xavier High School Defined Contribution Retirement Plan
  • NET ind #2880

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 →

Bay Path University 403(b) Retirement Plan in the asset neighbourhood

St. Xavier High School Defined Contribution Retirement PlanSt. Xavier High School Defin…$59MBay Path University 403(b) Retirement PlanBay Path University 403(b) R…$59MChildren's Law Center of California 403(b) PlanChildren's Law Center of Cal…$59MThe Museum of Fine Arts, Houston Retirement Savings PlanThe Museum of Fine Arts, Hou…$59MUpstate Caring Partners 403(b) Retirement PlanUpstate Caring Partners 403(…$59M
End-of-year total assets ($M) among Bay Path University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$59M
Net Income$9M
Employer EIN042103865
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bay Path University)

Sponsor-wide plan assets over time

All Bay Path University plans reported in each filing year

Latest sponsor-wide plan assets
$67M 32.78139998908385% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $50.7M $67.3M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 957 $51M
2023 1 861 $59M
2024 1 812 $67M

Nearby Other Plans in Massachusetts

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

Bay Path University 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Bay Path University 403(b) Retirement Plan, Total assets ($B): 0.059369783 · Participants: 861Bay Path University 403(b) 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
Bay Path University 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Bay Path University 403(b) Retirement Plan side-by-side with 3 peers →

Bay Path University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is St. Xavier High School Defined Contribution Retirement Plan in OH ($59M); by covered participants it is The Independent School Group Retirement Plan (Misbo) in GA (861 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (861 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 Bay Path University 403(b) Retirement Plan assets move in 2023? ▼
Bay Path University 403(b) Retirement Plan grew sharply - up 17.2% during 2023, from $51M to $59M. Reported net income was $9M.
How have Bay Path University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bay Path University's sponsor-wide assets grew 32.8%, from $51M to $67M.
Where does Bay Path University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Bay Path University 403(b) Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Bay Path University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is St. Xavier High School Defined Contribution Retirement Plan in OH ($59M, 210 participants).
Which Other plans cover a similar participant headcount to Bay Path University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Independent School Group Retirement Plan (Misbo) in GA (861 participants, $163M 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 042103865.

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.