Other · DOL Form 5500 · 2024
Bentley University Retirement Plan
Data updated 2026-08-25
- $500M
- Total assets Above avg plan size
- 1,230
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $406,891
- Avg per participant High balance/head
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.
- #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.
- #3,485
- in Educational Services (3,638 peers)
- +10.3%
- assets growth YoY
- 5.0×
- vs typical plan assets (national mean)
Bentley University Retirement Plan's outsized position by total assets
Bentley University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$500,475,559 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
Bentley University 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. Bentley University Retirement Plan lands in the large band (1,230 participants).
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.
EBSA filing schedule strip
Filing strip 041081650 · Bentley University PY 2024 · Other
Bentley University Retirement Plan · $500M · 1,230 · 97th
- PCT $500M
- EIN 1,230
- RANK 97th
- PHOTO Other
- IND near Northbay Healthcare 403(b) Retirement Plan
- EOY ind #3485
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 →
Bentley University Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bentley University plans reported in each filing year
- Latest sponsor-wide plan assets
- $500M 23.01300127314965% vs 2022
- 2024 filing year
| 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.
- 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
Bentley University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Northbay Healthcare 403(b) Retirement Plan in CA ($501M); by covered participants it is Intermountain Ironworkers' Tax Deferral Plan in UT (1,229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($500M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,230 participants); asset peers above are excluded.
- Intermountain Ironworkers' Tax Deferral Plan (UT) 1,229 · 1 off
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,228 · 2 off
- Columbia University Defined Contribution Plan for Supporting Staff (NY) 1,232 · 2 off
- Spurwink Services 403(b) Plan (ME) 1,227 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.