Other · DOL Form 5500 · 2024
Brown University Retirement Plan
Data updated 2026-08-25
- $974M
- Total assets Above avg plan size
- 6,202
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $157,125
- Avg per participant Above avg balance/head
Official DOL plan name: Brown University Defined Contribution Deferred Vesting Retirement Plan · Sponsored by Brown University · Rhode Island · Educational Services
$974M in assets, 6,202 participants
Brown University's Brown University Defined Contribution Deferred Vesting Retirement Plan reported $974M in total assets and 6,202 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,560 in Educational Services (3,638 peers)
Coverage in Rhode Island
Brown University Defined Contribution Deferred Vesting Retirement Plan covers 6,202 participants in Rhode Island, 4.3x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $974M.
- #3,560
- in Educational Services (3,638 peers)
- +19.9%
- assets growth YoY
- 9.8×
- vs typical plan assets (national mean)
Brown University Defined Contribution Deferred Vesting Retirement Plan's outsized position by total assets
Brown University Defined Contribution Deferred Vesting Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$974,489,255 Top 2% higher than 98% 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 Deferred Vesting 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 Deferred Vesting Retirement Plan lands in the large band (6,202 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Brown University Defined Contribution Deferred Vesting Retirement Plan end-of-year assets rose from $813M in the plan year 2023 filing to $974M in the plan year 2024 filing.
- Brown University Defined Contribution Deferred Vesting Retirement Plan reported participants rose from 5,630 in the plan year 2023 filing to 6,202 in the plan year 2024 filing.
- Brown University Defined Contribution Deferred Vesting Retirement Plan reported net income rose from $156M in the plan year 2023 filing to $162M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 050258809 · Brown University PY 2024 · Other
Brown University Defined Contribution Deferred Vesting Retirement Plan · $974M · 6,202 · 98th
- PART $974M
- PART 6,202
- PART 98th
- PART Other
- PART near El Camino Hospital 403(b) Retirement Plan
- PART ind #3560
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 Deferred Vesting Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $813M |
|---|---|
| Net Assets (End of Year) | $974M |
| Net Income | $162M |
| Employer EIN | 050258809 |
| Plan Effective Date | 2001-03-01 |
| 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 University Defined Contribution Legacy Retirement Plan $1.5B · 1,257
- Brown Health 403(b) Retirement Plan $1.3B · 9,054
- 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
Scale composition for Brown University Defined Contribution Deferred Vesting Retirement Plan
Brown University Defined Contribution Deferred Vesting Retirement Plan reports $974M in end-of-year assets across 6,202 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $157,125 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $162M.
This plan identity (EIN 050258809, plan #107) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $657M to $974M (+48.3%) while covered participants moved from 4,906 to 6,202 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,906 | $657M | Open filing |
| 2023 | 5,630 | $813M | Open filing |
| 2024 · index core | 6,202 | $974M | This page |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Brown University Defined Contribution Legacy Retirement Plan (Other, $1.5B, 1,257 participants)
- Brown University Dining Services and Facilities Management Employees Pension Plan (Defined Benefit (Pension), $126M, 552 participants)
Brown University Defined Contribution Deferred Vesting Retirement Plan's out-of-state Other peers by assets and headcount
Outside Rhode Island, the nearest Other by assets is El Camino Hospital 403(b) Retirement Plan in CA ($976M); by covered participants it is Valley Health System Employee Contributory 403(b) Plan in VA (6,189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($974M here).
- El Camino Hospital 403(b) Retirement Plan (CA) $976M · 4,277
- Georgetown University Voluntary Contribution Retirement Plan (DC) $979M · 14,512
- Presbyterian Healthcare Services 403(b) Plan (NM) $968M · 11,856
- Educational Testing Service 403(b) Retirement Savings Plan (NJ) $982M · 3,501
Similar participant headcount
Nearest other-state filings by covered participants (6,202 participants); asset peers above are excluded.
- Valley Health System Employee Contributory 403(b) Plan (VA) 6,189 · 13 off
- National University Retirement Savings Plan (CA) 6,146 · 56 off
- Atlanticare 403(b) Retirement Plan (NJ) 6,265 · 63 off
- Yale University Matching Retirement Plan (CT) 6,132 · 70 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.