401(k) · DOL Form 5500 · 2023

Boston Partners Global Investors, Inc. 401(k) Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
150
Participants Small participant base
93rd
Percentile by assets National rank
$824,071
Avg per participant High balance/head
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Official DOL plan name: Boston Partners Retirement Savings Plan · Sponsored by Boston Partners Global Investors, Inc. · New York · Finance & Insurance

$124M in assets, 150 participants

Boston Partners Global Investors, Inc.'s Boston Partners Retirement Savings Plan reported $124M in total assets and 150 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.

  • #7,847 in Finance & Insurance (8,869 peers)

Coverage in New York

Boston Partners Retirement Savings Plan covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $124M.

#7,847
in Finance & Insurance (8,869 peers)
+18.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Boston Partners Retirement Savings Plan's outsized position by total assets

Boston Partners Retirement Savings Plan vs every filed plan by assets

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

$123,610,591 Top 7% higher than 93% 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

Boston Partners Retirement Savings 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. Boston Partners Retirement Savings Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boston Partners Retirement Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Boston Partners Retirement Savings Plan end-of-year assets rose from $104M in the plan year 2022 filing to $124M in the plan year 2023 filing.
  • Boston Partners Retirement Savings Plan reported participants fell from 165 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 980202744 · Boston Partners Global Investors, Inc. PY 2023 · 401(k)

Boston Partners Retirement Savings Plan · $124M · 150 · 93rd

  • EIN $124M
  • RANK 150
  • PHOTO 93rd
  • IND 401(k)
  • EOY near The Holt Retirement Plan
  • 5500 ind #7847

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 Finance & Insurance retirement plans → · Plans in New York →

Boston Partners Retirement Savings Plan in the asset neighbourhood

The Holt Retirement Plan$124MBoston Partners Retirement Savings PlanBoston Partners Retirement S…$124MThe Retirement Plan of Agilysys, Inc.The Retirement Plan of Agily…$124MFcp Retirement Plan$124MNational Dentex Corporation PlanNational Dentex Corporation …$124M
End-of-year total assets ($M) among Boston Partners Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$124M
Net Income$19M
Employer EIN980202744
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boston Partners Global Investors, Inc.)

Sponsor-wide plan assets over time

All Boston Partners Global Investors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$144M 38.25519913576541% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $104M $144M ▲ +38.3%
Year Plans Participants Total Assets
2022 1 165 $104M
2023 1 150 $124M
2024 1 163 $144M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Boston Partners Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Boston Partners Retirement Savings Plan, Total assets ($B): 0.123610591 · Participants: 150Boston Partners Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Boston Partners Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Boston Partners Retirement Savings Plan side-by-side with 3 peers →

Boston Partners Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Holt Retirement Plan in CA ($124M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($124M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Boston Partners Retirement Savings Plan assets move in 2023? ▼
Boston Partners Retirement Savings Plan grew sharply - up 18.4% during 2023, from $104M to $124M. Reported net income was $19M.
How have Boston Partners Global Investors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boston Partners Global Investors, Inc.'s sponsor-wide assets grew 38.3%, from $104M to $144M.
Where does Boston Partners Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Boston Partners Retirement Savings 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 401(k) plans are similar in size to Boston Partners Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Holt Retirement Plan in CA ($124M, 851 participants).
Which 401(k) plans cover a similar participant headcount to Boston Partners Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 980202744.

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.