Other · DOL Form 5500 · 2024
Bentley University Retirement Plan
Data updated 2026-08-11
- $500M
- Total assets
- 1,230
- Participants
- 97th
- Percentile by assets
- $406,891
- Avg per participant
Official DOL plan name: Bentley University Retirement Plan · Sponsored by Bentley University · Massachusetts · Educational Services
$500M in assets, 1,230 participants
Bentley University's Bentley University Retirement Plan reported $500M in total assets and 1,230 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.
- 97th percentile by assets (of 123,622 plans)
- #3,485 in Educational Services (3,638 peers)
Where Bentley University Retirement Plan sits by assets
Bentley University Retirement Plan sits in the top 5% of all filed plans by assets, $500M for 1,230 participants (~$406,891/participant), up 10.3% in 2024.
- $500M
- total plan assets (2024 EOY)
- 1,230
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $406,891
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bentley University Retirement Plan end-of-year assets rose from $454M in the plan year 2023 filing to $500M in the plan year 2024 filing.
- Bentley University Retirement Plan reported participants rose from 1,171 in the plan year 2023 filing to 1,230 in the plan year 2024 filing.
Bentley University Retirement Plan vs the 2024 asset distribution
By assets, Bentley University Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $454M |
|---|---|
| Net Assets (End of Year) | $500M |
| Net Income | $47M |
| Employer EIN | 041081650 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bentley University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,134 | $407M |
| 2023 | 1 | 1,171 | $454M |
| 2024 | 1 | 1,230 | $500M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Bentley University Retirement Plan 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Bentley University Retirement Plan by total assets, not by location.
- Northbay Healthcare 403(b) Retirement Plan (CA) $501M · 2,655
- Electrical Workers Local 369 Retirement Fund (KY) $499M · 3,367
- The University of Chicago Medical Center Supplemental Retirement Annuity Plan (IL) $498M · 11,715
- Illinois Independent Colleges and Universities Multiple Employer Plan (IL) $504M · 1,508
Frequently Asked Questions
How did Bentley University Retirement Plan assets move in 2024? ▼
How have Bentley University plan assets changed over time? ▼
Where does Bentley University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Bentley University Retirement Plan? ▼
Next read for Bentley University Retirement Plan
Scale reading
Ways to act on Bentley University Retirement Plan's numbers.
- By total assets, Bentley University Retirement Plan 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
- Bentley University's sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Educational Services plans