401(k) · DOL Form 5500 · 2023
Trustees of Boston College 401(k) Plan
Data updated 2026-08-25
- $504M
- Total assets Above avg plan size
- 2,224
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $226,659
- Avg per participant Above avg balance/head
Official DOL plan name: The Boston College 401(k) Retirement Plan II · Sponsored by Trustees of Boston College · Massachusetts · Educational Services
$504M in assets, 2,224 participants
Trustees of Boston College's The Boston College 401(k) Retirement Plan II reported $504M in total assets and 2,224 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,597 in Educational Services (3,735 peers)
Coverage in Massachusetts
The Boston College 401(k) Retirement Plan II covers 2,224 participants in Massachusetts, 3.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $504M.
- #3,597
- in Educational Services (3,735 peers)
- +22.0%
- assets growth YoY
- 5.1×
- vs typical plan assets (national mean)
The Boston College 401(k) Retirement Plan II's outsized position by total assets
The Boston College 401(k) Retirement Plan II vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$504,089,138 Top 3% higher than 97% 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
The Boston College 401(k) Retirement Plan II'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. The Boston College 401(k) Retirement Plan II lands in the large band (2,224 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Boston College 401(k) Retirement Plan II reported net income rose from -$104M in the plan year 2022 filing to $88M in the plan year 2023 filing.
- The Boston College 401(k) Retirement Plan II end-of-year assets rose from $413M in the plan year 2022 filing to $504M in the plan year 2023 filing.
- The Boston College 401(k) Retirement Plan II reported participants fell from 2,259 in the plan year 2022 filing to 2,224 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042103545 · Trustees of Boston College PY 2023 · 401(k)
The Boston College 401(k) Retirement Plan II · $504M · 2,224 · 97th
- EBSA $504M
- PART 2,224
- TYPE 97th
- NET 401(k)
- BOOK near National Indemnity Company Employee Retirement and Savings Plan
- VS-ST ind #3597
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 →
The Boston College 401(k) Retirement Plan II in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $413M |
|---|---|
| Net Assets (End of Year) | $504M |
| Net Income | $88M |
| Employer EIN | 042103545 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Boston College)
Sponsor-wide plan assets over time
All Trustees of Boston College plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.4B 40.351985071941044% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 6 | 12,131 | $2.3B |
| 2023 | 2 | 3,953 | $1.2B |
| 2024 | 2 | 3,836 | $1.4B |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
The Boston College 401(k) Retirement Plan II's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is National Indemnity Company Employee Retirement and Savings Plan in NE ($504M); by covered participants it is Castellini Employee Savings and Profit Sharing Plan in KY (2,224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($504M here).
- National Indemnity Company Employee Retirement and Savings Plan (NE) $504M · 2,753
- Liveramp Holdings, Inc. Retirement Savings Plan (CA) $504M · 1,263
- Stripe, Inc. 401(k) Plan (CA) $503M · 4,795
- The Savings Plan for Graham Holdings Company (VA) $505M · 2,863
Similar participant headcount
Nearest other-state filings by covered participants (2,224 participants); asset peers above are excluded.
- Castellini Employee Savings and Profit Sharing Plan (KY) 2,224 · 0 off
- Amcp Clean Acquisition Company, LLC 401(k) Profit Sharing Plan (PA) 2,224 · 0 off
- Erm - US Salary Deferral Plan (PA) 2,222 · 2 off
- Accolade, Inc. 401(k) Plan (PA) 2,222 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.