Other · DOL Form 5500 · 2023
Brown University Retirement Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 1,272
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Brown University Defined Contribution Legacy Retirement Plan · Sponsored by Brown University · Rhode Island · Educational Services
$1.4B in assets, 1,272 participants
Brown University's Brown University Defined Contribution Legacy Retirement Plan reported $1.4B in total assets and 1,272 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.
- #3,681 in Educational Services (3,735 peers)
Where Brown University Defined Contribution Legacy Retirement Plan sits by assets
Brown University Defined Contribution Legacy Retirement Plan sits among the largest 1% of all filed plans, $1.4B for 1,272 participants (~$1.1M/participant), up 7.6% in 2023.
- #3,681
- in Educational Services (3,735 peers)
- +7.6%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
Brown University Defined Contribution Legacy Retirement Plan's outsized position by total assets
Brown University Defined Contribution Legacy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,400,883,938 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
Brown University Defined Contribution Legacy 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. Brown University Defined Contribution Legacy Retirement Plan lands in the large band (1,272 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brown University Defined Contribution Legacy Retirement Plan reported net income rose from -$225M in the plan year 2022 filing to $100M in the plan year 2023 filing.
- Brown University Defined Contribution Legacy Retirement Plan end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
- Brown University Defined Contribution Legacy Retirement Plan reported participants fell from 1,283 in the plan year 2022 filing to 1,272 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 050258809 · Brown University PY 2023 · Other
Brown University Defined Contribution Legacy Retirement Plan · $1.4B · 1,272 · 99th
- EOY $1.4B
- EOY 1,272
- EOY 99th
- EOY Other
- EOY near Weill Cornell Medical College Tax Deferred Annuity Plan
- EOY ind #3681
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 Rhode Island →
Brown University Defined Contribution Legacy Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $100M |
| Employer EIN | 050258809 |
| Plan Effective Date | 2005-10-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown University)
Sponsor-wide plan assets over time
All Brown University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 25.313251041559397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,657 | $2.1B |
| 2023 | 3 | 7,409 | $2.3B |
| 2024 | 3 | 8,011 | $2.6B |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Lifespan Corporation 403(b)Retirement Plan $1.2B · 9,416
- Brown University Defined Contribution Deferred Vesting Retirement Plan $813M · 5,630
- Providence College 403(b) Plan $360M · 984
- Roger Williams University Retirement Plan $336M · 2,740
- Rhode Island School of Design Retirement Plan $253M · 923
Brown University Defined Contribution Legacy Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Weill Cornell Medical College Tax Deferred Annuity Plan in NY ($1.4B); by covered participants it is Sansum Clinic Match Plan in CA (1,270 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Weill Cornell Medical College Tax Deferred Annuity Plan (NY) $1.4B · 11,173
- Rochester Institute of Technology Retirement Savings Plan (NY) $1.4B · 4,571
- Dartmouth Health 403(b) Plan (NH) $1.4B · 10,995
- The Children's Hospital Corporation Tax-Deferred Annuity Plan (MA) $1.4B · 14,199
Similar participant headcount
Nearest other-state filings by covered participants (1,272 participants); asset peers above are excluded.
- Sansum Clinic Match Plan (CA) 1,270 · 2 off
- Valley View Hospital 403(b) Plan (CO) 1,274 · 2 off
- Goodwill Easter Seals Miami Valley 403(b) Plan (OH) 1,276 · 4 off
- Sacred Heart University Defined Contribution Plan (CT) 1,276 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.