Other · DOL Form 5500 · 2024
Brandeis University Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 796
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $65,573
- Avg per participant Low balance/head
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.
- #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.
- #2,651
- in Educational Services (3,638 peers)
- +5.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees's outsized position by total assets
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,195,985 Top 15% higher than 85% 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 Retirement Plan for Nonexempt Employees among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees sits mid-pack in the medium band (796 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 042103552 · Brandeis University PY 2024 · Other
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees · $52M · 796 · 85th
- EBSA $52M
- EBSA 796
- EBSA 85th
- EBSA Other
- EBSA near University of Cincinnati Foundation Defined Contribution Retirement Plan
- EBSA ind #2651
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 Retirement Plan for Nonexempt Employees in the asset neighbourhood
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)
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 Retirement Plan for Nonexempt Employees's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is University of Cincinnati Foundation Defined Contribution Retirement Plan in OH ($52M); by covered participants it is Christian Academy School System 403(b) Plan in KY (796 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (796 participants); asset peers above are excluded.
- Christian Academy School System 403(b) Plan (KY) 796 · 0 off
- Victor Community Support Services 403(b) Plan (CA) 795 · 1 off
- St. Olaf College 403(b) Retirement Plan (MN) 798 · 2 off
- 403(b) Thrift Plan of Goddard Riverside Community Center (NY) 794 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.