401(k) · DOL Form 5500 · 2024
Boston Partners Global Investors, Inc. 401(k) Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 163
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $885,279
- Avg per participant High balance/head
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.
- #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.
- #7,569
- in Finance & Insurance (8,549 peers)
- +16.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Boston Partners Retirement Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Boston Partners Retirement Savings 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. Boston Partners Retirement Savings Plan sits mid-pack in the medium band (163 participants).
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.
DOL schedule card
Filing strip 980202744 · Boston Partners Global Investors, Inc. PY 2024 · 401(k)
Boston Partners Retirement Savings Plan · $144M · 163 · 93rd
- PCT $144M
- EIN 163
- RANK 93rd
- PHOTO 401(k)
- IND near Bissell Inc. 401(k) Plan
- EOY ind #7569
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Boston Partners Retirement Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $21M |
| Employer EIN | 980202744 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Boston Partners Global Investors, Inc.)
Sponsor-wide plan assets over time
All Boston Partners Global Investors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $144M 38.25519913576541% vs 2022
- 2024 filing year
| 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.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Boston Partners Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Bissell Inc. 401(k) Plan in MI ($144M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- Bissell Inc. 401(k) Plan (MI) $144M · 857
- Santa Ynez Band of Chumash Indians 401(k) Plan (CA) $144M · 2,379
- Fleet Farm 401(k)Plan (WI) $144M · 5,341
- Univ of Wi Cu Retirement Savings Plan and Trust (WI) $144M · 908
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Kessler's, Inc. 401(k) Retirement Plan (SD) 163 · 0 off
- Rfi Enterprises Savings and Retirement Plan (CA) 163 · 0 off
- The Arthur Companies, Inc. 401(k) Profit Sharing Plan (ND) 163 · 0 off
- Insite Capital LLC 401(k) Profit Sharing Plan (FL) 163 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.