401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$124M
Total assets
150
Participants
93rd
Percentile by assets
$824,071
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$124M
total plan assets (2023 EOY)
150
covered participants
93rd
percentile by assets (of 127,072 plans)
$824,071
avg assets per participant

Where Boston Partners Retirement Savings Plan sits 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 $2,010,000,000 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

  • 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 →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Boston Partners Retirement Savings Plan reports 150 participants - about 19% of that state average ($124M EOY assets).

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.)

$100M$120M$140M$160M 202220232024 $104M $144M ▲ +38.3%
Total plan assets by year, all Boston Partners Global Investors, Inc. plans on file
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 ($B) Participants Boston Partners Reti…, Total assets ($B): 0.123610591 · Participants: 150Boston Partners Reti…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Boston Partners Retirement Savings Plan by total assets, not by location.

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).

Next read for Boston Partners Retirement Savings Plan

Filing takeaways

Ways to act on Boston Partners Retirement Savings 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 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.