Money Purchase · DOL Form 5500 · 2023
Trustees of Tufts College Money Purchase Plan
Data updated 2026-08-25
- $942M
- Total assets Above avg plan size
- 6,037
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $156,005
- Avg per participant Above avg balance/head
Official DOL plan name: Tufts University Basic Retirement Plan · Sponsored by Trustees of Tufts College · Massachusetts · Educational Services
$942M in assets, 6,037 participants
Trustees of Tufts College's Tufts University Basic Retirement Plan reported $942M in total assets and 6,037 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.
- #3,662 in Educational Services (3,735 peers)
Coverage in Massachusetts
Tufts University Basic Retirement Plan covers 6,037 participants in Massachusetts, 9.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $942M.
- #3,662
- in Educational Services (3,735 peers)
- +14.9%
- assets growth YoY
- 9.4×
- vs typical plan assets (national mean)
Tufts University Basic Retirement Plan's outsized position by total assets
Tufts University Basic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$941,800,008 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
Tufts University Basic 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 Basic Retirement Plan lands in the large band (6,037 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tufts University Basic Retirement Plan reported net income rose from -$136M in the plan year 2022 filing to $122M in the plan year 2023 filing.
- Tufts University Basic Retirement Plan end-of-year assets rose from $819M in the plan year 2022 filing to $942M in the plan year 2023 filing.
- Tufts University Basic Retirement Plan reported participants fell from 7,042 in the plan year 2022 filing to 6,037 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042103634 · Trustees of Tufts College PY 2023 · Money Purchase
Tufts University Basic Retirement Plan · $942M · 6,037 · 99th
- BOY $942M
- SCH 6,037
- EBSA 99th
- PART Money Purchase
- TYPE near Local 68 Engineers Union Annuity Plan
- NET ind #3662
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 Basic Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $819M |
|---|---|
| Net Assets (End of Year) | $942M |
| Net Income | $122M |
| Employer EIN | 042103634 |
| Plan Effective Date | 1989-01-01 |
| 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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Scale composition for Tufts University Basic Retirement Plan
Tufts University Basic Retirement Plan reports $942M in end-of-year assets across 6,037 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $156,005 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $122M.
This plan identity (EIN 042103634, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $819M to $1.0B (+26.9%) while covered participants moved from 7,042 to 5,769 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,042 | $819M | Open filing |
| 2023 | 6,037 | $942M | This page |
| 2024 · index core | 5,769 | $1.0B | 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 Basic Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Local 68 Engineers Union Annuity Plan in NJ ($919M); by covered participants it is Local 338 Annuity Fund in NY (6,065 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($942M here).
- Local 68 Engineers Union Annuity Plan (NJ) $919M · 5,196
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect (OR) $966M · 1,517
- NECA-IBEW Pension Benefit Trust Fund (MO) $917M · 3,999
- Alcon Retirement Plan (TX) $974M · 9,494
Similar participant headcount
Nearest other-state filings by covered participants (6,037 participants); asset peers above are excluded.
- Local 338 Annuity Fund (NY) 6,065 · 28 off
- Kaiser Permanente Supplemental Savings and Retirement Plan for Scpmg (CA) 6,073 · 36 off
- Florida Ubc Supplemental Pension Plan (TN) 6,111 · 74 off
- Stationary Engineers Local 39 Annuity Trust Fund (CA) 6,157 · 120 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.