Other · DOL Form 5500 · 2023
Northeastern University Retirement Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 8,553
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $272,810
- Avg per participant High balance/head
Official DOL plan name: Northeastern University Retirement Plan · Sponsored by Northeastern University · Massachusetts · Educational Services
$2.3B in assets, 8,553 participants
Northeastern University's Northeastern University Retirement Plan reported $2.3B in total assets and 8,553 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,705 in Educational Services (3,735 peers)
Coverage in Massachusetts
Northeastern University Retirement Plan covers 8,553 participants in Massachusetts, 13x the typical Massachusetts plan (state average ~659 per filing). Assets: $2.3B.
- #3,705
- in Educational Services (3,735 peers)
- +23.1%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Northeastern University Retirement Plan's outsized position by total assets
Northeastern University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,333,339,945 Top 1% higher than 99% 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
Northeastern University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Northeastern University Retirement Plan lands in the large band (8,553 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Northeastern University Retirement Plan reported net income rose from -$295M in the plan year 2022 filing to $319M in the plan year 2023 filing.
- Northeastern University Retirement Plan end-of-year assets rose from $1.9B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
- Northeastern University Retirement Plan reported participants fell from 9,310 in the plan year 2022 filing to 8,553 in the plan year 2023 filing.
DOL schedule card
Filing strip 041679980 · Northeastern University PY 2023 · Other
Northeastern University Retirement Plan · $2.3B · 8,553 · 99th
- SCH $2.3B
- EBSA 8,553
- PART 99th
- TYPE Other
- NET near Ohiohealth Retirement Savings Plan 403(b)
- BOOK ind #3705
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 →
Northeastern University Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.9B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $319M |
| Employer EIN | 041679980 |
| Plan Effective Date | 1946-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeastern University)
Sponsor-wide plan assets over time
All Northeastern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 39.3395593851123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,310 | $1.9B |
| 2023 | 1 | 8,553 | $2.3B |
| 2024 | 1 | 8,900 | $2.6B |
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
- Boston University Supplemental Retirement and Savings Plan $1.6B · 12,651
Scale composition for Northeastern University Retirement Plan
Northeastern University Retirement Plan reports $2.3B in end-of-year assets across 8,553 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $272,810 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2023 was $319M.
This plan identity (EIN 041679980, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.6B (+39.3%) while covered participants moved from 9,310 to 8,900 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,310 | $1.9B | Open filing |
| 2023 | 8,553 | $2.3B | This page |
| 2024 · index core | 8,900 | $2.6B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Northeastern University Retirement Plan (Other, $2.6B, 8,900 participants)
Northeastern University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Ohiohealth Retirement Savings Plan 403(b) in OH ($2.3B); by covered participants it is Children's Medical Center of Dallas Employee Savings Plan 403(b) Component in TX (8,569 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Ohiohealth Retirement Savings Plan 403(b) (OH) $2.3B · 28,604
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $2.3B · 25,214
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) $2.3B · 6,591
- Vanderbilt University Retirement Plan (TN) $2.3B · 6,887
Similar participant headcount
Nearest other-state filings by covered participants (8,553 participants); asset peers above are excluded.
- Children's Medical Center of Dallas Employee Savings Plan 403(b) Component (TX) 8,569 · 16 off
- Children's Medical Center of Dallas Employee Savings Plan 401(a)Component (TX) 8,601 · 48 off
- The Nemours Foundation Section 403(b) Plan (FL) 8,505 · 48 off
- Children's Hospital Colorado 403(b) Plan (CO) 8,617 · 64 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.