Other · DOL Form 5500 · 2023

Lasell University Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
344
Participants Below avg headcount
88th
Percentile by assets National rank
$194,210
Avg per participant Above avg balance/head
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Official DOL plan name: Lasell University 403(b) Plan · Sponsored by Lasell University · Massachusetts · Educational Services

$67M in assets, 344 participants

Lasell University's Lasell University 403(b) Plan reported $67M in total assets and 344 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,949 in Educational Services (3,735 peers)

Where Lasell University 403(b) Plan sits by assets

Lasell University 403(b) Plan sits in the top quartile of all filed plans by assets, $67M for 344 participants (~$194,210/participant), up 8.7% in 2023.

#2,949
in Educational Services (3,735 peers)
+8.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lasell University 403(b) Plan's outsized position by total assets

Lasell University 403(b) Plan vs every filed plan by assets

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

$66,808,139 Top 12% higher than 88% 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

Lasell University 403(b) 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. Lasell University 403(b) Plan sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lasell University 403(b) Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Lasell University 403(b) Plan end-of-year assets rose from $61M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Lasell University 403(b) Plan reported participants fell from 359 in the plan year 2022 filing to 344 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042103585 · Lasell University PY 2023 · Other

Lasell University 403(b) Plan · $67M · 344 · 88th

  • BOOK $67M
  • VS-ST 344
  • BOY 88th
  • SCH Other
  • EBSA near Golden Gate Regional Center 403(b) Plan
  • PART ind #2949

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 →

Lasell University 403(b) Plan in the asset neighbourhood

New York Philharmonic 403(b) Retirement PlanNew York Philharmonic 403(b)…$67MIavi 403(b) Retirement Plan$67MLasell University 403(b) Plan$67MGolden Gate Regional Center 403(b) PlanGolden Gate Regional Center …$67MFriends Central School Defined Contribution Retirement PlanFriends Central School Defin…$67M
End-of-year total assets ($M) among Lasell University 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$67M
Net Income$5M
Employer EIN042103585
Plan Effective Date1966-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lasell University)

Sponsor-wide plan assets over time

All Lasell University plans reported in each filing year

Latest sponsor-wide plan assets
$72M 16.78567326775537% vs 2022
2024 filing year
$60M$65M$70M$75M 202220232024 $61.5M $71.8M ▲ +16.8%
Year Plans Participants Total Assets
2022 1 359 $61M
2023 1 344 $67M
2024 1 326 $72M

Nearby Other Plans in Massachusetts

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

Lasell University 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Lasell University 403(b) Plan, Total assets ($B): 0.066808139 · Participants: 344Lasell University 403(b) 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
Lasell University 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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

Outside Massachusetts, the nearest Other by assets is Golden Gate Regional Center 403(b) Plan in CA ($67M); by covered participants it is New Communities, Inc. 403(b) Plan in ME (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Lasell University 403(b) Plan assets move in 2023?
Lasell University 403(b) Plan grew at a solid clip - up 8.7% during 2023, from $61M to $67M. Reported net income was $5M.
How have Lasell University plan assets changed over time?
Across 3 plan years on file (2022-2024), Lasell University's sponsor-wide assets grew 16.8%, from $61M to $72M.
Where does Lasell University 403(b) Plan rank by assets among Form 5500 filers?
Lasell University 403(b) Plan ranks in the 88th 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 Lasell University 403(b) Plan?
Among Other plans in other states, the closest by assets is Golden Gate Regional Center 403(b) Plan in CA ($67M, 265 participants).
Which Other plans cover a similar participant headcount to Lasell University 403(b) Plan?
Among Other plans in other states, the closest by covered participants is New Communities, Inc. 403(b) Plan in ME (344 participants, $6M in assets).