Other · DOL Form 5500 · 2024
Northeastern University Retirement Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 8,900
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $296,803
- Avg per participant High balance/head
Official DOL plan name: Northeastern University Retirement Plan · Sponsored by Northeastern University · Massachusetts · Educational Services
$2.6B in assets, 8,900 participants
Northeastern University's Northeastern University Retirement Plan reported $2.6B in total assets and 8,900 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #3,611 in Educational Services (3,638 peers)
Coverage in Massachusetts
Northeastern University Retirement Plan covers 8,900 participants in Massachusetts, 14x the typical Massachusetts plan (state average ~659 per filing). Assets: $2.6B.
- #3,611
- in Educational Services (3,638 peers)
- +13.2%
- assets growth YoY
- 27×
- vs typical plan assets (national mean)
Northeastern University Retirement Plan's outsized position by total assets
Northeastern University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,641,546,036 Top 1% higher than 99% 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
Northeastern University 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. Northeastern University Retirement Plan lands in the large band (8,900 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Northeastern University Retirement Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.6B in the plan year 2024 filing.
- Northeastern University Retirement Plan reported participants rose from 8,553 in the plan year 2023 filing to 8,900 in the plan year 2024 filing.
- Northeastern University Retirement Plan reported net income fell from $319M in the plan year 2023 filing to $308M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 041679980 · Northeastern University PY 2024 · Other
Northeastern University Retirement Plan · $2.6B · 8,900 · 99th
- PART $2.6B
- PART 8,900
- PART 99th
- PART Other
- PART near Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan
- PART ind #3611
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 →
Northeastern University Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $308M |
| Employer EIN | 041679980 |
| Plan Effective Date | 1946-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Northeastern University)
Sponsor-wide plan assets over time
All Northeastern University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 39.3395593851123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9,310 | $1.9B |
| 2023 | 1 | 8,553 | $2.3B |
| 2024 | 1 | 8,900 | $2.6B |
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
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
- Boston Medical Center 403(b) Retirement Plan $1.7B · 11,386
Scale composition for Northeastern University Retirement Plan
Northeastern University Retirement Plan reports $2.6B in end-of-year assets across 8,900 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $296,803 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $308M.
This plan identity (EIN 041679980, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.9B to $2.6B (+39.3%) while covered participants moved from 9,310 to 8,900 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,310 | $1.9B | Open filing |
| 2023 | 8,553 | $2.3B | Open filing |
| 2024 · index core | 8,900 | $2.6B | This page |
Northeastern University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan in FL ($2.7B); by covered participants it is Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan in MI (8,795 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $2.7B · 26,141
- Cedars-Sinai 403b Retirement Plan (CA) $2.6B · 11,878
- The Medical College of Wisconsin, Inc. Retirement Plan (WI) $2.6B · 6,796
- Ohiohealth Retirement Savings Plan 403(b) (OH) $2.7B · 29,710
Similar participant headcount
Nearest other-state filings by covered participants (8,900 participants); asset peers above are excluded.
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan (MI) 8,795 · 105 off
- Princeton University Retirement Savings Plan (NJ) 8,763 · 137 off
- H Lee Moffitt Cancer Center and Research Inst 403(b) Retire Plan (FL) 9,044 · 144 off
- Brown Health 403(b) Retirement Plan (RI) 9,054 · 154 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.