Other · DOL Form 5500 · 2024
Brown University Retirement Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 1,257
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Brown University Defined Contribution Legacy Retirement Plan · Sponsored by Brown University · Rhode Island · Educational Services
$1.5B in assets, 1,257 participants
Brown University's Brown University Defined Contribution Legacy Retirement Plan reported $1.5B in total assets and 1,257 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,583 in Educational Services (3,638 peers)
Where Brown University Defined Contribution Legacy Retirement Plan sits by assets
Brown University Defined Contribution Legacy Retirement Plan sits among the largest 1% of all filed plans, $1.5B for 1,257 participants (~$1.2M/participant), up 6.2% in 2024.
- #3,583
- in Educational Services (3,638 peers)
- +6.2%
- assets growth YoY
- 15×
- vs typical plan assets (national mean)
Brown University Defined Contribution Legacy Retirement Plan's outsized position by total assets
Brown University Defined Contribution Legacy Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,487,677,264 Top 1% higher than 99% 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
Brown University Defined Contribution Legacy 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. Brown University Defined Contribution Legacy Retirement Plan lands in the large band (1,257 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brown University Defined Contribution Legacy Retirement Plan reported net income fell from $100M in the plan year 2023 filing to $87M in the plan year 2024 filing.
- Brown University Defined Contribution Legacy Retirement Plan end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.5B in the plan year 2024 filing.
- Brown University Defined Contribution Legacy Retirement Plan reported participants fell from 1,272 in the plan year 2023 filing to 1,257 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 050258809 · Brown University PY 2024 · Other
Brown University Defined Contribution Legacy Retirement Plan · $1.5B · 1,257 · 99th
- PCT $1.5B
- PCT 1,257
- PCT 99th
- PCT Other
- PCT near Rwjbarnabas Health 403(b) Savings Plan
- PCT ind #3583
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 Rhode Island →
Brown University Defined Contribution Legacy Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | $87M |
| Employer EIN | 050258809 |
| Plan Effective Date | 2005-10-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brown University)
Sponsor-wide plan assets over time
All Brown University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 25.313251041559397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 6,657 | $2.1B |
| 2023 | 3 | 7,409 | $2.3B |
| 2024 | 3 | 8,011 | $2.6B |
Nearby Other Plans in Rhode Island
Peer Other plans, same state, same plan type, ranked by total assets.
- Brown Health 403(b) Retirement Plan $1.3B · 9,054
- Brown University Defined Contribution Deferred Vesting Retirement Plan $974M · 6,202
- Providence College 403(b) Plan $393M · 1,046
- Roger Williams University Retirement Plan $360M · 3,017
- Brown Physicians, Inc. 403(b) Plan $280M · 1,234
Brown University Defined Contribution Legacy Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is Rwjbarnabas Health 403(b) Savings Plan in NJ ($1.5B); by covered participants it is Institute for Defense Analyses Qualified Retirement Plan in VA (1,254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- Rwjbarnabas Health 403(b) Savings Plan (NJ) $1.5B · 28,403
- Childrens Healthcare of Atlanta Inc Share Plan (GA) $1.5B · 13,143
- Fred Hutchinson Cancer Center Retirement Savings Plan (WA) $1.5B · 6,067
- Rochester Institute of Technology Retirement Savings Plan (NY) $1.5B · 4,754
Similar participant headcount
Nearest other-state filings by covered participants (1,257 participants); asset peers above are excluded.
- Institute for Defense Analyses Qualified Retirement Plan (VA) 1,254 · 3 off
- The Thesholds and Affiliates Tax Sheltered Annuity and Savings Plan (IL) 1,261 · 4 off
- Nyu Langone Florida 403(b) Plan (NY) 1,263 · 6 off
- Seton Hall University Retirement Plan (NJ) 1,249 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.