Other · DOL Form 5500 · 2024

Brandeis University Retirement Plan

Data updated 2026-08-11

$52M
Total assets: 796
Participants: 85th
Percentile by assets: $65,573
Avg per participant

Official DOL plan name: Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees · Sponsored by Brandeis University · Massachusetts · Educational Services

$52M in assets, 796 participants

Brandeis University's Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees reported $52M in total assets and 796 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 123,622 plans)
#2,651 in Educational Services (3,638 peers)

Where Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees sits by assets

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees sits in the top quartile of all filed plans by assets, $52M for 796 participants (~$65,573/participant), up 5.3% in 2024.

$52M
total plan assets (2024 EOY): 796
covered participants: 85th
percentile by assets (of 123,622 plans): $65,573
avg assets per participant

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees end-of-year assets rose from $50M in the plan year 2023 filing to $52M in the plan year 2024 filing.
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees reported participants rose from 762 in the plan year 2023 filing to 796 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Educational Services

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees vs the 2024 asset distribution

By assets, Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees outranks 85% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$50M
Net Assets (End of Year)	$52M
Net Income	$3M
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 Retirement Plan for Nonexempt 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 Retirement Plan for Nonexempt Employees by total assets, not by location.

University of Cincinnati Foundation Defined Contribution Retirement Plan (OH) $52M · 169
Kent Denver Country Day School 403(b) Retirement Plan (CO) $52M · 163
Arcadia Retirement Residence 403(b) Plan (HI) $52M · 583
Compass Health Retirement Plan (WA) $52M · 637

Frequently Asked Questions

How did Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees assets move in 2024? ▼

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees grew at a solid clip - up 5.3% during 2024, from $50M to $52M. Reported net income was $3M.

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 Retirement Plan for Nonexempt Employees rank by assets among Form 5500 filers? ▼

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees? ▼

Among Other plans in other states, the closest by assets is University of Cincinnati Foundation Defined Contribution Retirement Plan in OH ($52M, 169 participants).

Next read for Brandeis University Defined Contribution…

Scale reading

Ways to act on Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees's numbers.

By total assets, Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees ranks in the top quartile 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.