Other · DOL Form 5500 · 2024
Suffolk University Retirement Plan
Data updated 2026-08-25
- $531M
- Total assets Above avg plan size
- 1,583
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $335,562
- Avg per participant High balance/head
Official DOL plan name: Suffolk University Employee Retirement Plan · Sponsored by Suffolk University · Massachusetts · Educational Services
$531M in assets, 1,583 participants
Suffolk University's Suffolk University Employee Retirement Plan reported $531M in total assets and 1,583 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #3,492 in Educational Services (3,638 peers)
Coverage in Massachusetts
Suffolk University Employee Retirement Plan covers 1,583 participants in Massachusetts, 2.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $531M.
- #3,492
- in Educational Services (3,638 peers)
- +10.8%
- assets growth YoY
- 5.3×
- vs typical plan assets (national mean)
Suffolk University Employee Retirement Plan's outsized position by total assets
Suffolk University Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$531,194,433 Top 3% higher than 97% 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
Suffolk University Employee 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. Suffolk University Employee Retirement Plan lands in the large band (1,583 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Suffolk University Employee Retirement Plan reported net income fell from $63M in the plan year 2023 filing to $52M in the plan year 2024 filing.
- Suffolk University Employee Retirement Plan end-of-year assets rose from $479M in the plan year 2023 filing to $531M in the plan year 2024 filing.
- Suffolk University Employee Retirement Plan reported participants rose from 1,492 in the plan year 2023 filing to 1,583 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042133255 · Suffolk University PY 2024 · Other
Suffolk University Employee Retirement Plan · $531M · 1,583 · 97th
- EBSA $531M
- EBSA 1,583
- EBSA 97th
- EBSA Other
- EBSA near Penn State Health Tax Sheltered Annuity Program
- EBSA ind #3492
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 →
Suffolk University Employee Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $479M |
|---|---|
| Net Assets (End of Year) | $531M |
| Net Income | $52M |
| Employer EIN | 042133255 |
| Plan Effective Date | 1962-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Suffolk University)
Sponsor-wide plan assets over time
All Suffolk University plans reported in each filing year
- Latest sponsor-wide plan assets
- $531M 27.50853173519941% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,406 | $417M |
| 2023 | 1 | 1,492 | $479M |
| 2024 | 1 | 1,583 | $531M |
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
Suffolk University Employee Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Penn State Health Tax Sheltered Annuity Program in PA ($532M); by covered participants it is The University of Chicago Medical Center Contributory Retirement Plan in IL (1,585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($531M here).
- Penn State Health Tax Sheltered Annuity Program (PA) $532M · 18,777
- Noblis, Inc. Tax Sheltered Annuity Plan (VA) $533M · 2,475
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $529M · 1,295
- Loyola Marymount University Defined Contribution Retirement Plan (CA) $538M · 3,095
Similar participant headcount
Nearest other-state filings by covered participants (1,583 participants); asset peers above are excluded.
- The University of Chicago Medical Center Contributory Retirement Plan (IL) 1,585 · 2 off
- Clinica Sierra Vista Retirement Plan (CA) 1,586 · 3 off
- Appalachian Regional Healthcare System 403(b) Retirement Savings Plan (NC) 1,578 · 5 off
- Anderson Healthcare 403(b) Plan (IL) 1,576 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.