Other · DOL Form 5500 · 2024
Bay Path University Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 812
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $82,839
- Avg per participant Below avg balance/head
Official DOL plan name: Bay Path University 403(b) Retirement Plan · Sponsored by Bay Path University · Massachusetts · Educational Services
$67M in assets, 812 participants
Bay Path University's Bay Path University 403(b) Retirement Plan reported $67M in total assets and 812 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,811 in Educational Services (3,638 peers)
Where Bay Path University 403(b) Retirement Plan sits by assets
Bay Path University 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $67M for 812 participants (~$82,839/participant), up 13.3% in 2024.
- #2,811
- in Educational Services (3,638 peers)
- +13.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Bay Path University 403(b) Retirement Plan's outsized position by total assets
Bay Path University 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$67,265,590 Top 13% higher than 87% 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
Bay Path University 403(b) 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. Bay Path University 403(b) Retirement Plan sits mid-pack in the medium band (812 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bay Path University 403(b) Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $67M in the plan year 2024 filing.
- Bay Path University 403(b) Retirement Plan reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Bay Path University 403(b) Retirement Plan reported participants fell from 861 in the plan year 2023 filing to 812 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042103865 · Bay Path University PY 2024 · Other
Bay Path University 403(b) Retirement Plan · $67M · 812 · 87th
- PCT $67M
- EIN 812
- RANK 87th
- PHOTO Other
- IND near Peckham, Inc. 403(b) Tda Plan
- EOY ind #2811
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 →
Bay Path University 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $8M |
| Employer EIN | 042103865 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bay Path University)
Sponsor-wide plan assets over time
All Bay Path University plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 32.78139998908385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 957 | $51M |
| 2023 | 1 | 861 | $59M |
| 2024 | 1 | 812 | $67M |
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
Bay Path University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Peckham, Inc. 403(b) Tda Plan in MI ($67M); by covered participants it is Oriana House, Inc. 403(b) Retirement Plan in OH (812 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
Similar participant headcount
Nearest other-state filings by covered participants (812 participants); asset peers above are excluded.
- Oriana House, Inc. 403(b) Retirement Plan (OH) 812 · 0 off
- Creoks Mental Health Services 403(b) Plan (OK) 811 · 1 off
- University of Saint Joseph 403(b) Retirement Plan (CT) 813 · 1 off
- Southwest States Conference Defined Contribution Fund (LA) 813 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.