401(k) · DOL Form 5500 · 2024

Boston Partners Global Investors, Inc. 401(k) Plan

Data updated 2026-08-11

$144M
Total assets
163
Participants
93rd
Percentile by assets
$885,279
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Boston Partners Retirement Savings Plan · Sponsored by Boston Partners Global Investors, Inc. · Massachusetts · Finance & Insurance

$144M in assets, 163 participants

Boston Partners Global Investors, Inc.'s Boston Partners Retirement Savings Plan reported $144M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #7,569 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Boston Partners Retirement Savings Plan covers 163 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $144M.

$144M
total plan assets (2024 EOY)
163
covered participants
93rd
percentile by assets (of 123,622 plans)
$885,279
avg assets per participant

Where Boston Partners Retirement Savings Plan sits by total assets

Boston Partners Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$144,300,528 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Boston Partners Retirement Savings Plan end-of-year assets rose from $124M in the plan year 2023 filing to $144M in the plan year 2024 filing.
  • Boston Partners Retirement Savings Plan reported participants rose from 150 in the plan year 2023 filing to 163 in the plan year 2024 filing.
  • Boston Partners Retirement Savings Plan reported net income rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Boston Partners Retirement Savings Plan reports 163 participants - about 25% of that state average ($144M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$144M
Net Income$21M
Employer EIN980202744
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Boston Partners Global Investors, Inc.)

$100M$120M$140M$160M 202220232024 $104M $144M ▲ +38.3%
Total plan assets by year, all Boston Partners Global Investors, Inc. plans on file
Year Plans Participants Total Assets
2022 1 165 $104M
2023 1 150 $124M
2024 1 163 $144M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Boston Partners Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Boston Partners Reti…, Total assets ($B): 0.144300528 · Participants: 163Boston Partners Reti…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
Boston Partners Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Boston Partners Retirement Savings Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Boston Partners Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Boston Partners Retirement Savings Plan assets move in 2024? ▼
Boston Partners Retirement Savings Plan grew sharply - up 16.7% during 2024, from $124M to $144M. Reported net income was $21M.
How have Boston Partners Global Investors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boston Partners Global Investors, Inc.'s sponsor-wide assets grew 38.3%, from $104M to $144M.
Where does Boston Partners Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Boston Partners Retirement Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Boston Partners Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bissell Inc. 401(k) Plan in MI ($144M, 857 participants).

Next read for Boston Partners Retirement Savings Plan

Filing takeaways

Ways to act on Boston Partners Retirement Savings Plan's numbers.

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 980202744.

Read our methodology - how this data is sourced, computed, and verified.

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