Other · DOL Form 5500 · 2024

Brandeis University Retirement Plan

Data updated 2026-07-24

$855M
Total assets: 2,371
Participants: 98th
Percentile by assets: $360,589
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees covers 2,371 participants in Massachusetts, 3.7x the typical Massachusetts plan (state average ~641 per filing). Assets: $855M.

$855M
total plan assets (2024 EOY): 2,371
covered participants: 98th
percentile by assets (of 116,472 plans): $360,589
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees reports 2,371 participants - 3.7x that state average ($855M EOY assets).

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)

Total plan assets by year, all Brandeis University plans on file

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.

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees vs. nearby Other plans in Massachusetts, assets vs. participants

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

Compare Brandeis University Defined Contribution… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees by total assets, not by location.

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

Frequently Asked Questions

How did Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees assets move in 2024? ▼

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees grew at a solid clip - up 6.9% during 2024, from $799M to $855M. Reported net income was $55M.

How have Brandeis University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Brandeis University's sponsor-wide assets grew 19.1%, from $762M to $907M.

Where does Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees rank by assets among Form 5500 filers? ▼

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees? ▼

Among Other plans in other states, the closest by assets is Children's Medical Center of Dallas Employee Savings Plan 403(b) Component in TX ($855M, 10,097 participants).

Next read for Brandeis University Defined Contribution…

Filing takeaways

Ways to act on Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees's numbers.

By total assets, Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees 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
Brandeis University's sponsor-wide assets have grown 19.1% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042103552.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.