Other · DOL Form 5500 · 2024
Lesley University Retirement Plan
Data updated 2026-08-25
- $196M
- Total assets Near avg plan size
- 713
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $274,864
- Avg per participant High balance/head
Official DOL plan name: Lesley University Retirement Plan · Sponsored by Lesley University · Massachusetts · Educational Services
$196M in assets, 713 participants
Lesley University's Lesley University Retirement Plan reported $196M in total assets and 713 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #3,285 in Educational Services (3,638 peers)
Where Lesley University Retirement Plan sits by assets
Lesley University Retirement Plan sits in the top 10% of all filed plans by assets, $196M for 713 participants (~$274,864/participant), up 3.4% in 2024.
- #3,285
- in Educational Services (3,638 peers)
- +3.4%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Lesley University Retirement Plan's outsized position by total assets
Lesley University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$195,978,220 Top 6% higher than 94% 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
Lesley University Retirement Plan 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. Lesley University Retirement Plan sits mid-pack in the medium band (713 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lesley University Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Lesley University Retirement Plan end-of-year assets rose from $190M in the plan year 2023 filing to $196M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042103589 · Lesley University PY 2024 · Other
Lesley University Retirement Plan · $196M · 713 · 94th
- BOY $196M
- SCH 713
- EBSA 94th
- PART Other
- TYPE near Riverside Healthcare 403(b) Retirement Plan
- NET ind #3285
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 →
Lesley University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $190M |
|---|---|
| Net Assets (End of Year) | $196M |
| Net Income | $6M |
| Employer EIN | 042103589 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lesley University)
Sponsor-wide plan assets over time
All Lesley University plans reported in each filing year
- Latest sponsor-wide plan assets
- $196M 12.75264995585646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 684 | $174M |
| 2023 | 1 | 714 | $190M |
| 2024 | 1 | 713 | $196M |
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
Lesley University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Riverside Healthcare 403(b) Retirement Plan in IL ($196M); by covered participants it is 403b Thrift Plan of Vista Del Mar Child and Family Services in CA (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($196M here).
- Riverside Healthcare 403(b) Retirement Plan (IL) $196M · 2,746
- Mvhs, Inc. 403(b) Plan (NY) $197M · 3,866
- University of Miami Retirement Savings Plan II (FL) $195M · 1,414
- Ohio Wesleyan University Defined Contribution Retirement Plan and Tax-Deferred Annuity Plan (OH) $194M · 519
Similar participant headcount
Nearest other-state filings by covered participants (713 participants); asset peers above are excluded.
- 403b Thrift Plan of Vista Del Mar Child and Family Services (CA) 713 · 0 off
- Learn Charter School 403(b) DC Plan and Learn Charter School 403(b) Tda Plan (IL) 713 · 0 off
- Baldwin Wallace University Defined Contribution and Tax Deferred Savings (OH) 712 · 1 off
- Hamot Health Foundation Employee Tax-Deferred Savings Plan (PA) 714 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.