Other · DOL Form 5500 · 2023
Brown University Retirement Plan
Data updated 2026-08-25
- $813M
- Total assets Above avg plan size
- 5,630
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $144,361
- Avg per participant Above avg balance/head
Official DOL plan name: Brown University Defined Contribution Deferred Vesting Retirement Plan · Sponsored by Brown University · Rhode Island · Educational Services
$813M in assets, 5,630 participants
Brown University's Brown University Defined Contribution Deferred Vesting Retirement Plan reported $813M in total assets and 5,630 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #3,648 in Educational Services (3,735 peers)
Coverage in Rhode Island
Brown University Defined Contribution Deferred Vesting Retirement Plan covers 5,630 participants in Rhode Island, 3.9x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $813M.
- #3,648
- in Educational Services (3,735 peers)
- +23.7%
- assets growth YoY
- 8.2×
- vs typical plan assets (national mean)
Brown University Defined Contribution Deferred Vesting Retirement Plan's outsized position by total assets
Brown University Defined Contribution Deferred Vesting Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$812,750,487 Top 2% higher than 98% 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 Deferred Vesting 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 Deferred Vesting Retirement Plan lands in the large band (5,630 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Brown University Defined Contribution Deferred Vesting Retirement Plan reported net income rose from -$69M in the plan year 2022 filing to $156M in the plan year 2023 filing.
- Brown University Defined Contribution Deferred Vesting Retirement Plan end-of-year assets rose from $657M in the plan year 2022 filing to $813M in the plan year 2023 filing.
- Brown University Defined Contribution Deferred Vesting Retirement Plan reported participants rose from 4,906 in the plan year 2022 filing to 5,630 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 050258809 · Brown University PY 2023 · Other
Brown University Defined Contribution Deferred Vesting Retirement Plan · $813M · 5,630 · 98th
- EBSA $813M
- PART 5,630
- TYPE 98th
- NET Other
- BOOK near University of the Pacific Defined Contribution Plan
- VS-ST ind #3648
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 Deferred Vesting Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $657M |
|---|---|
| Net Assets (End of Year) | $813M |
| Net Income | $156M |
| Employer EIN | 050258809 |
| Plan Effective Date | 2001-03-01 |
| 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.
- Brown University Defined Contribution Legacy Retirement Plan $1.4B · 1,272
- Lifespan Corporation 403(b)Retirement Plan $1.2B · 9,416
- Providence College 403(b) Plan $360M · 984
- Roger Williams University Retirement Plan $336M · 2,740
- Rhode Island School of Design Retirement Plan $253M · 923
Scale composition for Brown University Defined Contribution Deferred Vesting Retirement Plan
Brown University Defined Contribution Deferred Vesting Retirement Plan reports $813M in end-of-year assets across 5,630 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $144,361 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2023 was $156M.
This plan identity (EIN 050258809, plan #107) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $657M to $974M (+48.3%) while covered participants moved from 4,906 to 6,202 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,906 | $657M | Open filing |
| 2023 | 5,630 | $813M | This page |
| 2024 · index core | 6,202 | $974M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Brown University Defined Contribution Legacy Retirement Plan (Other, $1.5B, 1,257 participants)
- Brown University Defined Contribution Deferred Vesting Retirement Plan (Other, $974M, 6,202 participants)
- Brown University Dining Services and Facilities Management Employees Pension Plan (Defined Benefit (Pension), $126M, 552 participants)
Brown University Defined Contribution Deferred Vesting Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is University of the Pacific Defined Contribution Plan in CA ($812M); by covered participants it is Dialysis Clinic, Inc. Thrift Plan in TN (5,644 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($813M here).
- University of the Pacific Defined Contribution Plan (CA) $812M · 2,969
- Pace University Defined Contribution Retirement Plan (NY) $815M · 2,270
- Syracuse University Voluntary Retirement Plan (NY) $807M · 7,508
- Childrens Hospitals and Clinics Matched Savings Plan (MN) $820M · 5,331
Similar participant headcount
Nearest other-state filings by covered participants (5,630 participants); asset peers above are excluded.
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,644 · 14 off
- Fred Hutchinson Cancer Center Retirement Savings Plan (WA) 5,646 · 16 off
- South Shore Hospital Retirement Savings Plan (MA) 5,591 · 39 off
- Asante 403b Plan (OR) 5,682 · 52 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.