Other · DOL Form 5500 · 2023
Simmons University Retirement Plan
Data updated 2026-08-11
- $255M
- Total assets
- 857
- Participants
- 96th
- Percentile by assets
- $297,988
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $255M
- total plan assets (2023 EOY)
- 857
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $297,988
- avg assets per participant
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.
Simmons University Retirement Plan vs the 2023 asset distribution
By assets, Simmons University Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).
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)
| 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.
Simmons University Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Simmons University Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Simmons University Retirement Plan assets move in 2023? ▼
How have Simmons University plan assets changed over time? ▼
Where does Simmons University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Simmons University Retirement Plan? ▼
Next read for Simmons University Retirement Plan
Scale reading
Ways to act on Simmons University Retirement Plan's numbers.
- By total assets, Simmons University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Simmons University's sponsor-wide assets have grown 13.4% since 2022 across 3 plan years on file. More Educational Services plans