Other · DOL Form 5500 · 2023
Trustees of Tufts College Retirement Plan
Data updated 2026-08-25
- $903M
- Total assets Above avg plan size
- 5,038
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $179,325
- Avg per participant Above avg balance/head
Official DOL plan name: Tufts University Voluntary Retirement Plan · Sponsored by Trustees of Tufts College · Massachusetts · Educational Services
$903M in assets, 5,038 participants
Trustees of Tufts College's Tufts University Voluntary Retirement Plan reported $903M in total assets and 5,038 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.
- #3,659 in Educational Services (3,735 peers)
Coverage in Massachusetts
Tufts University Voluntary Retirement Plan covers 5,038 participants in Massachusetts, 7.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $903M.
- #3,659
- in Educational Services (3,735 peers)
- +13.5%
- assets growth YoY
- 9.1×
- vs typical plan assets (national mean)
Tufts University Voluntary Retirement Plan's outsized position by total assets
Tufts University Voluntary Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$903,438,342 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
Tufts University Voluntary 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. Tufts University Voluntary Retirement Plan lands in the large band (5,038 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tufts University Voluntary Retirement Plan reported net income rose from -$134M in the plan year 2022 filing to $108M in the plan year 2023 filing.
- Tufts University Voluntary Retirement Plan reported participants rose from 4,023 in the plan year 2022 filing to 5,038 in the plan year 2023 filing.
- Tufts University Voluntary Retirement Plan end-of-year assets rose from $796M in the plan year 2022 filing to $903M in the plan year 2023 filing.
DOL schedule card
Filing strip 042103634 · Trustees of Tufts College PY 2023 · Other
Tufts University Voluntary Retirement Plan · $903M · 5,038 · 98th
- VS-ST $903M
- BOY 5,038
- SCH 98th
- EBSA Other
- PART near Children's Hospital Colorado 403(b) Plan
- TYPE ind #3659
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 →
Tufts University Voluntary Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $796M |
|---|---|
| Net Assets (End of Year) | $903M |
| Net Income | $108M |
| Employer EIN | 042103634 |
| Plan Effective Date | 1945-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Tufts College)
Sponsor-wide plan assets over time
All Trustees of Tufts College plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 26.056882338588927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,065 | $1.6B |
| 2023 | 2 | 11,075 | $1.8B |
| 2024 | 2 | 11,323 | $2.0B |
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
Scale composition for Tufts University Voluntary Retirement Plan
Tufts University Voluntary Retirement Plan reports $903M in end-of-year assets across 5,038 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $179,325 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $108M.
This plan identity (EIN 042103634, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $796M to $996M (+25.2%) while covered participants moved from 4,023 to 5,554 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,023 | $796M | Open filing |
| 2023 | 5,038 | $903M | This page |
| 2024 · index core | 5,554 | $996M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Tufts University Basic Retirement Plan (Money Purchase, $1.0B, 5,769 participants)
- Tufts University Voluntary Retirement Plan (Other, $996M, 5,554 participants)
Tufts University Voluntary Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Children's Hospital Colorado 403(b) Plan in CO ($898M); by covered participants it is University of La Verne 403(b) Retirement Savings Plan in CA (5,035 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($903M here).
- Children's Hospital Colorado 403(b) Plan (CO) $898M · 8,617
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) $898M · 5,798
- Saint Louis University 403(b) Annuity Plan (MO) $910M · 4,784
- Maimonides Medical Center Tax Deferred Retirement (NY) $913M · 8,000
Similar participant headcount
Nearest other-state filings by covered participants (5,038 participants); asset peers above are excluded.
- University of La Verne 403(b) Retirement Savings Plan (CA) 5,035 · 3 off
- Georgetown University Defined Contribution Retirement Plan (DC) 4,981 · 57 off
- Syracuse University Noncontributory Retirement Plan (NY) 4,967 · 71 off
- Summa Health 403(b) Retirement Savings Plan (OH) 4,948 · 90 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.