Other · DOL Form 5500 · 2024
Brandeis University Retirement Plan
Data updated 2026-08-25
- $855M
- Total assets Above avg plan size
- 2,371
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $360,589
- Avg per participant High balance/head
Official DOL plan name: Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees · Sponsored by Brandeis University · Massachusetts · Educational Services
$855M in assets, 2,371 participants
Brandeis University's Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees reported $855M in total assets and 2,371 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,547 in Educational Services (3,638 peers)
Coverage in Massachusetts
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees covers 2,371 participants in Massachusetts, 3.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $855M.
- #3,547
- in Educational Services (3,638 peers)
- +6.9%
- assets growth YoY
- 8.6×
- vs typical plan assets (national mean)
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's outsized position by total assets
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$854,956,054 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees lands in the large band (2,371 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees reported net income fell from $83M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees end-of-year assets rose from $799M in the plan year 2023 filing to $855M in the plan year 2024 filing.
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees reported participants rose from 2,317 in the plan year 2023 filing to 2,371 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042103552 · Brandeis University PY 2024 · Other
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees · $855M · 2,371 · 98th
- 5500 $855M
- 5500 2,371
- 5500 98th
- 5500 Other
- 5500 near Children's Medical Center of Dallas Employee Savings Plan 403(b) Component
- 5500 ind #3547
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 →
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $799M |
|---|---|
| Net Assets (End of Year) | $855M |
| Net Income | $55M |
| Employer EIN | 042103552 |
| Plan Effective Date | 1952-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brandeis University)
Sponsor-wide plan assets over time
All Brandeis University plans reported in each filing year
- Latest sponsor-wide plan assets
- $907M 19.092432632566013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,844 | $762M |
| 2023 | 2 | 3,079 | $849M |
| 2024 | 2 | 3,167 | $907M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Children's Medical Center of Dallas Employee Savings Plan 403(b) Component in TX ($855M); by covered participants it is 403 (B) Retirement Plan in CO (2,372 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($855M here).
- Children's Medical Center of Dallas Employee Savings Plan 403(b) Component (TX) $855M · 10,097
- Summa Health 403(b) Retirement Savings Plan (OH) $855M · 4,697
- William Marsh Rice University Supplemental 403(b) Plan (TX) $848M · 5,225
- City of Hope National Medical Center Tax-Deferred Annuity Plan (CA) $865M · 9,226
Similar participant headcount
Nearest other-state filings by covered participants (2,371 participants); asset peers above are excluded.
- 403 (B) Retirement Plan (CO) 2,372 · 1 off
- Licking Memorial Health Systems Tax Deferred 403(b) Plan (OH) 2,370 · 1 off
- Bozeman Health 403(b) Plan (MT) 2,373 · 2 off
- Family Health Centers of San Diego Tax Deferred Annuity Plan (CA) 2,375 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.