Other · DOL Form 5500 · 2024
Simmons University Retirement Plan
Data updated 2026-08-25
- $270M
- Total assets Near avg plan size
- 731
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $368,733
- Avg per participant High balance/head
Official DOL plan name: Simmons University Retirement Plan · Sponsored by Simmons University · Massachusetts · Educational Services
$270M in assets, 731 participants
Simmons University's Simmons University Retirement Plan reported $270M in total assets and 731 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #3,369 in Educational Services (3,638 peers)
Where Simmons University Retirement Plan sits by assets
Simmons University Retirement Plan sits in the top 5% of all filed plans by assets, $270M for 731 participants (~$368,733/participant), up 5.5% in 2024.
- #3,369
- in Educational Services (3,638 peers)
- +5.5%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Simmons University Retirement Plan's outsized position by total assets
Simmons University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$269,544,065 Top 5% higher than 95% 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
Simmons University 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. Simmons University Retirement Plan sits mid-pack in the medium band (731 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Simmons University Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Simmons University Retirement Plan reported participants fell from 857 in the plan year 2023 filing to 731 in the plan year 2024 filing.
- Simmons University Retirement Plan end-of-year assets rose from $255M in the plan year 2023 filing to $270M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103629 · Simmons University PY 2024 · Other
Simmons University Retirement Plan · $270M · 731 · 95th
- 5500 $270M
- ASSETS 731
- PCT 95th
- EIN Other
- RANK near Concord Hospital 403(b) Plan
- PHOTO ind #3369
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 →
Simmons University Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $255M |
|---|---|
| Net Assets (End of Year) | $270M |
| Net Income | $14M |
| Employer EIN | 042103629 |
| Plan Effective Date | 1935-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Simmons University)
Sponsor-wide plan assets over time
All Simmons University plans reported in each filing year
- Latest sponsor-wide plan assets
- $270M 13.375402990502247% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 789 | $238M |
| 2023 | 1 | 857 | $255M |
| 2024 | 1 | 731 | $270M |
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
Simmons University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Concord Hospital 403(b) Plan in NH ($269M); by covered participants it is Northwestern Medical Center, Inc. 403(b) Plan in VT (731 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($270M here).
- Concord Hospital 403(b) Plan (NH) $269M · 2,451
- Operating Engineers Local 520 Annuity Plan (IL) $269M · 2,930
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) $269M · 2,790
- Beebe Medical Center Retirement Plus Plan (DE) $268M · 3,054
Similar participant headcount
Nearest other-state filings by covered participants (731 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.