Other · DOL Form 5500 · 2024
Simmons University Retirement Plan
Data updated 2026-08-11
- $270M
- Total assets
- 731
- Participants
- 95th
- Percentile by assets
- $368,733
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $270M
- total plan assets (2024 EOY)
- 731
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $368,733
- avg assets per participant
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.
Simmons University Retirement Plan vs the 2024 asset distribution
By assets, Simmons University Retirement Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).
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)
| 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.
Simmons University Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Simmons University Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Simmons University Retirement Plan assets move in 2024? ▼
How have Simmons University plan assets changed over time? ▼
Where does Simmons University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Simmons University Retirement Plan? ▼
Next read for Simmons University Retirement Plan
Scale reading
Ways to act on Simmons University Retirement Plan's numbers.
- By total assets, Simmons University Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Simmons University's sponsor-wide assets have grown 13.4% since 2022 across 3 plan years on file. More Educational Services plans