Other · DOL Form 5500 · 2023
Lesley University Retirement Plan
Data updated 2026-08-25
- $190M
- Total assets Near avg plan size
- 714
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $265,580
- Avg per participant High balance/head
Official DOL plan name: Lesley University Retirement Plan · Sponsored by Lesley University · Massachusetts · Educational Services
$190M in assets, 714 participants
Lesley University's Lesley University Retirement Plan reported $190M in total assets and 714 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,397 in Educational Services (3,735 peers)
Where Lesley University Retirement Plan sits by assets
Lesley University Retirement Plan sits in the top 5% of all filed plans by assets, $190M for 714 participants (~$265,580/participant), up 9.1% in 2023.
- #3,397
- in Educational Services (3,735 peers)
- +9.1%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Lesley University Retirement Plan's outsized position by total assets
Lesley University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$189,623,838 Top 5% higher than 95% 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
Lesley University Retirement 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. Lesley University Retirement Plan sits mid-pack in the medium band (714 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lesley University Retirement Plan reported net income rose from -$28M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Lesley University Retirement Plan end-of-year assets rose from $174M in the plan year 2022 filing to $190M in the plan year 2023 filing.
- Lesley University Retirement Plan reported participants rose from 684 in the plan year 2022 filing to 714 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042103589 · Lesley University PY 2023 · Other
Lesley University Retirement Plan · $190M · 714 · 95th
- EBSA $190M
- PART 714
- TYPE 95th
- NET Other
- BOOK near Northeast District Council of the Opcmia Annuity Fund
- VS-ST ind #3397
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 →
Lesley University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $174M |
|---|---|
| Net Assets (End of Year) | $190M |
| Net Income | $16M |
| Employer EIN | 042103589 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lesley University)
Sponsor-wide plan assets over time
All Lesley University plans reported in each filing year
- Latest sponsor-wide plan assets
- $196M 12.75264995585646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 684 | $174M |
| 2023 | 1 | 714 | $190M |
| 2024 | 1 | 713 | $196M |
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
Lesley University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Northeast District Council of the Opcmia Annuity Fund in NY ($190M); by covered participants it is Jewish Federation of Metropolitan Detroit 403(b) Plan in MI (714 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($190M here).
- Northeast District Council of the Opcmia Annuity Fund (NY) $190M · 1,224
- Harding University Defined Contribution Retirement Plan (AR) $189M · 693
- Kettering University Retirement Plan (MI) $189M · 357
- Brigham Young University Tax-Deferred Annuity Plan (UT) $191M · 7,029
Similar participant headcount
Nearest other-state filings by covered participants (714 participants); asset peers above are excluded.
- Jewish Federation of Metropolitan Detroit 403(b) Plan (MI) 714 · 0 off
- The Kennedy Center, Inc. 403(b) Retirement Plan (CT) 713 · 1 off
- Focus on the Family 403(b) Plan (CO) 713 · 1 off
- The New Teacher Project 403(b) Plan (NY) 713 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.