Other · DOL Form 5500 · 2023
Bentley University Retirement Plan
Data updated 2026-08-25
- $454M
- Total assets Above avg plan size
- 1,171
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $387,408
- Avg per participant High balance/head
Official DOL plan name: Bentley University Retirement Plan · Sponsored by Bentley University · Massachusetts · Educational Services
$454M in assets, 1,171 participants
Bentley University's Bentley University Retirement Plan reported $454M in total assets and 1,171 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,585 in Educational Services (3,735 peers)
Where Bentley University Retirement Plan sits by assets
Bentley University Retirement Plan sits in the top 5% of all filed plans by assets, $454M for 1,171 participants (~$387,408/participant), up 11.5% in 2023.
- #3,585
- in Educational Services (3,735 peers)
- +11.5%
- assets growth YoY
- 4.6×
- vs typical plan assets (national mean)
Bentley University Retirement Plan's outsized position by total assets
Bentley University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$453,655,025 Top 3% higher than 97% 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
Bentley 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. Bentley University Retirement Plan lands in the large band (1,171 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bentley University Retirement Plan reported net income rose from -$76M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Bentley University Retirement Plan end-of-year assets rose from $407M in the plan year 2022 filing to $454M in the plan year 2023 filing.
- Bentley University Retirement Plan reported participants rose from 1,134 in the plan year 2022 filing to 1,171 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 041081650 · Bentley University PY 2023 · Other
Bentley University Retirement Plan · $454M · 1,171 · 97th
- VS-ST $454M
- BOY 1,171
- SCH 97th
- EBSA Other
- PART near Northbay Healthcare 403(b) Retirement Plan
- TYPE ind #3585
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 →
Bentley University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $407M |
|---|---|
| Net Assets (End of Year) | $454M |
| Net Income | $47M |
| Employer EIN | 041081650 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bentley University)
Sponsor-wide plan assets over time
All Bentley University plans reported in each filing year
- Latest sponsor-wide plan assets
- $500M 23.01300127314965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,134 | $407M |
| 2023 | 1 | 1,171 | $454M |
| 2024 | 1 | 1,230 | $500M |
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
- Northeastern University Retirement Plan $2.3B · 8,553
Bentley University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Northbay Healthcare 403(b) Retirement Plan in CA ($454M); by covered participants it is St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan in NY (1,172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($454M here).
- Northbay Healthcare 403(b) Retirement Plan (CA) $454M · 2,508
- All Childrens Health System, Inc. 403(b) Savings Plan (FL) $455M · 3,419
- Local Union No. 9 IBEW and Outside Contractors Defined Contribution Pension Fund (IL) $452M · 2,414
- Fairfield University Defined Contribution Retirement Plan (CT) $451M · 1,095
Similar participant headcount
Nearest other-state filings by covered participants (1,171 participants); asset peers above are excluded.
- St. Mary's Healthcare System for Children, Inc. 403(b) Retirement Plan (NY) 1,172 · 1 off
- Hospital for Special Care 403(b) Retirement Plan (CT) 1,168 · 3 off
- New York Institute of Technology Defined Contribution Retirement Plan (NY) 1,175 · 4 off
- Texas Scottish Rite Hospital for Children Defined Contribution Retirement Plan (TX) 1,167 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.