Other · DOL Form 5500 · 2023
Trustees of Boston University Retirement Plan
Data updated 2026-08-25
- $2.8B
- Total assets Very large vs avg
- 8,130
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $339,247
- Avg per participant High balance/head
Official DOL plan name: Boston University Retirement Plan · Sponsored by Trustees of Boston University · Massachusetts · Educational Services
$2.8B in assets, 8,130 participants
Trustees of Boston University's Boston University Retirement Plan reported $2.8B in total assets and 8,130 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.
- #3,711 in Educational Services (3,735 peers)
Coverage in Massachusetts
Boston University Retirement Plan covers 8,130 participants in Massachusetts, 12x the typical Massachusetts plan (state average ~659 per filing). Assets: $2.8B.
- #3,711
- in Educational Services (3,735 peers)
- +12.0%
- assets growth YoY
- 28×
- vs typical plan assets (national mean)
Boston University Retirement Plan's outsized position by total assets
Boston University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,758,080,647 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
Boston University 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. Boston University Retirement Plan lands in the large band (8,130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Boston University Retirement Plan reported net income rose from -$456M in the plan year 2022 filing to $296M in the plan year 2023 filing.
- Boston University Retirement Plan end-of-year assets rose from $2.5B in the plan year 2022 filing to $2.8B in the plan year 2023 filing.
- Boston University Retirement Plan reported participants rose from 8,045 in the plan year 2022 filing to 8,130 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042103547 · Trustees of Boston University PY 2023 · Other
Boston University Retirement Plan · $2.8B · 8,130 · 99th
- EBSA $2.8B
- EBSA 8,130
- EBSA 99th
- EBSA Other
- EBSA near Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca
- EBSA ind #3711
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 →
Boston University Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.5B |
|---|---|
| Net Assets (End of Year) | $2.8B |
| Net Income | $296M |
| Employer EIN | 042103547 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Boston University)
Sponsor-wide plan assets over time
All Trustees of Boston University plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.7B 23.918430112883314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,422 | $3.8B |
| 2023 | 2 | 20,781 | $4.3B |
| 2024 | 2 | 21,042 | $4.7B |
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
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
- Boston University Supplemental Retirement and Savings Plan $1.6B · 12,651
Scale composition for Boston University Retirement Plan
Boston University Retirement Plan reports $2.8B in end-of-year assets across 8,130 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $339,247 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2023 was $296M.
This plan identity (EIN 042103547, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.5B to $3.0B (+20.8%) while covered participants moved from 8,045 to 8,173 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,045 | $2.5B | Open filing |
| 2023 | 8,130 | $2.8B | This page |
| 2024 · index core | 8,173 | $3.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Boston University Retirement Plan (Other, $3.0B, 8,173 participants)
- Boston University Supplemental Retirement and Savings Plan (Other, $1.7B, 12,869 participants)
Boston University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca in NY ($2.8B); by covered participants it is The George Washington University Supplemental Retirement Plan in VA (8,047 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.8B here).
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) $2.8B · 14,383
- Memorial Hermann Health System Employees' Retirement Savings Plan (TX) $2.8B · 30,949
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B (MD) $2.7B · 9,305
- Beaumont Health 403(b) Retirement Savings Plan (MI) $2.6B · 33,717
Similar participant headcount
Nearest other-state filings by covered participants (8,130 participants); asset peers above are excluded.
- The George Washington University Supplemental Retirement Plan (VA) 8,047 · 83 off
- Cook Children's Health Care System Retirement Plan (TX) 8,218 · 88 off
- Nebraska Methodist Health System Defined Contribution Retirement Plan (NE) 8,014 · 116 off
- The University of Chicago Supplemental Retirement Plan (IL) 8,254 · 124 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.