IRA-Based
2024 plan-year IRA-Based DOL Form 5500

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Brandeis University · Massachusetts · Educational Services

What the 2023 filing shows

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees holds $52M for 796 participants — about $65,573 per participant, up 5.3% over the 2024 plan year.

$52M
total plan assets (2024 EOY)
796
covered participants
$65,573
avg assets per participant
+5.3%
assets growth YoY
Total Assets (2023)
$52M
Participants
796
Industry
Educational Services

What the Filing Says About Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees is a IRA-Based retirement plan sponsored by Brandeis University, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $52M in total end-of-year assets and covers 796 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103552, and the plan has been effective since 1952-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $50M at the beginning of 2024 to $52M at year-end — a gain of 5.3%. Net assets (after liabilities) closed the year at $52M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$50M
Total Assets (End of Year)$52M
Net Assets (End of Year)$52M
Net Income$3M
Plan TypeIRA-Based
Employer EIN042103552
Plan Effective Date1952-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brandeis University)

Year Plans Participants Total Assets
2022 2 2,844 $762M
2023 2 3,079 $849M
2024 2 3,167 $907M

Nearby IRA-Based Plans in Massachusetts

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Frequently Asked Questions

How much money is in the Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees?
As of the 2024 Form 5500 filing, Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees holds $52M in total assets with 796 participants. It is sponsored by Brandeis University.
What type of plan is Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees?
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees is a IRA-Based plan. It has been effective since 1952-04-01. The plan is filed with the U.S. Department of Labor under EIN 042103552.
Who sponsors the Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees?
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees is sponsored by Brandeis University, located in Massachusetts. The sponsor's EIN is 042103552 and the plan operates in the Educational Services industry.
How did Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees perform in 2024?
Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees grew by 5.3% during 2024, moving from $50M to $52M in total assets. Net income was $3M.
Where can I find official filings for Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees?
Official Form 5500 filings for Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042103552 or plan name at efast.dol.gov.
How does Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees compare to other plans?
You can compare Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees against other IRA-Based plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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