Other · DOL Form 5500 · 2024
Babson College Retirement Plan
Data updated 2026-08-25
- $478M
- Total assets Above avg plan size
- 1,240
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $385,094
- Avg per participant High balance/head
Official DOL plan name: Babson College Retirement Plan · Sponsored by Babson College · Massachusetts · Educational Services
$478M in assets, 1,240 participants
Babson College's Babson College Retirement Plan reported $478M in total assets and 1,240 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,478 in Educational Services (3,638 peers)
Where Babson College Retirement Plan sits by assets
Babson College Retirement Plan sits in the top 5% of all filed plans by assets, $478M for 1,240 participants (~$385,094/participant), up 7.0% in 2024.
- #3,478
- in Educational Services (3,638 peers)
- +7.0%
- assets growth YoY
- 4.8×
- vs typical plan assets (national mean)
Babson College Retirement Plan's outsized position by total assets
Babson College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$477,516,711 Top 3% higher than 97% 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
Babson College Retirement Plan'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. Babson College Retirement Plan lands in the large band (1,240 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Babson College Retirement Plan reported net income fell from $62M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Babson College Retirement Plan end-of-year assets rose from $446M in the plan year 2023 filing to $478M in the plan year 2024 filing.
- Babson College Retirement Plan reported participants rose from 1,166 in the plan year 2023 filing to 1,240 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103544 · Babson College PY 2024 · Other
Babson College Retirement Plan · $478M · 1,240 · 97th
- PCT $478M
- EIN 1,240
- RANK 97th
- PHOTO Other
- IND near Seattle University Employees Retirement Plan
- EOY ind #3478
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 →
Babson College Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $446M |
|---|---|
| Net Assets (End of Year) | $478M |
| Net Income | $31M |
| Employer EIN | 042103544 |
| Plan Effective Date | 1969-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Babson College)
Sponsor-wide plan assets over time
All Babson College plans reported in each filing year
- Latest sponsor-wide plan assets
- $478M 24.31412627889995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,103 | $384M |
| 2023 | 1 | 1,166 | $446M |
| 2024 | 1 | 1,240 | $478M |
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
Babson College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Seattle University Employees Retirement Plan in WA ($479M); by covered participants it is The Harker School 403(b) Tax Deferred Annuity Plan in CA (1,241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($478M here).
- Seattle University Employees Retirement Plan (WA) $479M · 1,965
- Lafayette College Retirement Plan (PA) $479M · 1,131
- Assoc of Independent Colleges and Universities of Ohio Mep (OH) $480M · 2,083
- Ici Multiple Employer Plan (IN) $481M · 2,722
Similar participant headcount
Nearest other-state filings by covered participants (1,240 participants); asset peers above are excluded.
- The Harker School 403(b) Tax Deferred Annuity Plan (CA) 1,241 · 1 off
- Michigan Independent Colleges and Universities 403(b) Multiple Employer Plan (MI) 1,239 · 1 off
- Neighborhood Healthcare 403(b) Retirement Plan (CA) 1,241 · 1 off
- Colorado Christian University 403(b) Retirement Plan (CO) 1,236 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.