Other · DOL Form 5500 · 2023
Simmons University Retirement Plan
Data updated 2026-08-25
- $255M
- Total assets Near avg plan size
- 857
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $297,988
- Avg per participant High balance/head
Official DOL plan name: Simmons University Retirement Plan · Sponsored by Simmons University · Massachusetts · Educational Services
$255M in assets, 857 participants
Simmons University's Simmons University Retirement Plan reported $255M in total assets and 857 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,477 in Educational Services (3,735 peers)
Where Simmons University Retirement Plan sits by assets
Simmons University Retirement Plan sits in the top 5% of all filed plans by assets, $255M for 857 participants (~$297,988/participant), up 7.4% in 2023.
- #3,477
- in Educational Services (3,735 peers)
- +7.4%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Simmons University Retirement Plan's outsized position by total assets
Simmons University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$255,376,101 Top 4% higher than 96% 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
Simmons 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. Simmons University Retirement Plan sits mid-pack in the medium band (857 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Simmons University Retirement Plan reported net income rose from -$37M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Simmons University Retirement Plan reported participants rose from 789 in the plan year 2022 filing to 857 in the plan year 2023 filing.
- Simmons University Retirement Plan end-of-year assets rose from $238M in the plan year 2022 filing to $255M in the plan year 2023 filing.
DOL schedule card
Filing strip 042103629 · Simmons University PY 2023 · Other
Simmons University Retirement Plan · $255M · 857 · 96th
- BOOK $255M
- VS-ST 857
- BOY 96th
- SCH Other
- EBSA near The Brooklyn Hospital Center 403b Retirement Plan
- PART ind #3477
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 →
Simmons University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $238M |
|---|---|
| Net Assets (End of Year) | $255M |
| Net Income | $18M |
| Employer EIN | 042103629 |
| Plan Effective Date | 1935-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simmons University)
Sponsor-wide plan assets over time
All Simmons University plans reported in each filing year
- Latest sponsor-wide plan assets
- $270M 13.375402990502247% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 789 | $238M |
| 2023 | 1 | 857 | $255M |
| 2024 | 1 | 731 | $270M |
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
Simmons University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Brooklyn Hospital Center 403b Retirement Plan in NY ($255M); by covered participants it is Marist College Defined Contribution Retirement Plan in NY (857 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($255M here).
- The Brooklyn Hospital Center 403b Retirement Plan (NY) $255M · 2,085
- Macalester College 403(b) Retirement Plan (MN) $254M · 693
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) $254M · 2,641
- Rhode Island School of Design Retirement Plan (RI) $253M · 923
Similar participant headcount
Nearest other-state filings by covered participants (857 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.