Money Purchase · DOL Form 5500 · 2024
Trustees of Tufts College Money Purchase Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 5,769
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $180,274
- Avg per participant Above avg balance/head
Official DOL plan name: Tufts University Basic Retirement Plan · Sponsored by Trustees of Tufts College · Massachusetts · Educational Services
$1.0B in assets, 5,769 participants
Trustees of Tufts College's Tufts University Basic Retirement Plan reported $1.0B in total assets and 5,769 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,565 in Educational Services (3,638 peers)
Coverage in Massachusetts
Tufts University Basic Retirement Plan covers 5,769 participants in Massachusetts, 8.8x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.0B.
- #3,565
- in Educational Services (3,638 peers)
- +10.4%
- assets growth YoY
- 10×
- vs typical plan assets (national mean)
Tufts University Basic Retirement Plan's outsized position by total assets
Tufts University Basic Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,039,998,444 Top 2% higher than 98% 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
Tufts University Basic 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. Tufts University Basic Retirement Plan lands in the large band (5,769 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tufts University Basic Retirement Plan reported net income fell from $122M in the plan year 2023 filing to $98M in the plan year 2024 filing.
- Tufts University Basic Retirement Plan end-of-year assets rose from $942M in the plan year 2023 filing to $1.0B in the plan year 2024 filing.
- Tufts University Basic Retirement Plan reported participants fell from 6,037 in the plan year 2023 filing to 5,769 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042103634 · Trustees of Tufts College PY 2024 · Money Purchase
Tufts University Basic Retirement Plan · $1.0B · 5,769 · 98th
- RANK $1.0B
- RANK 5,769
- RANK 98th
- RANK Money Purchase
- RANK near NECA-IBEW Pension Benefit Trust Fund
- RANK ind #3565
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 →
Tufts University Basic Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $942M |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | $98M |
| Employer EIN | 042103634 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Tufts College)
Sponsor-wide plan assets over time
All Trustees of Tufts College plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.0B 26.056882338588927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,065 | $1.6B |
| 2023 | 2 | 11,075 | $1.8B |
| 2024 | 2 | 11,323 | $2.0B |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Massachusetts Financial Services Company Defined Contribution Plan $936M · 1,723
Scale composition for Tufts University Basic Retirement Plan
Tufts University Basic Retirement Plan reports $1.0B in end-of-year assets across 5,769 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $180,274 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $98M.
This plan identity (EIN 042103634, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $819M to $1.0B (+26.9%) while covered participants moved from 7,042 to 5,769 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,042 | $819M | Open filing |
| 2023 | 6,037 | $942M | Open filing |
| 2024 · index core | 5,769 | $1.0B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Tufts University Voluntary Retirement Plan (Other, $996M, 5,554 participants)
Tufts University Basic Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is NECA-IBEW Pension Benefit Trust Fund in MO ($1.0B); by covered participants it is Union Roofers Supplemental Annuity Trust Fund in CA (5,782 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- NECA-IBEW Pension Benefit Trust Fund (MO) $1.0B · 4,119
- Alcon Retirement Plan (TX) $1.1B · 9,762
- Local 68 Engineers Union Annuity Plan (NJ) $971M · 5,385
- Northwest Permanente, P.C. Retirement Plan - Mpp Aspect (OR) $1.1B · 1,562
Similar participant headcount
Nearest other-state filings by covered participants (5,769 participants); asset peers above are excluded.
- Union Roofers Supplemental Annuity Trust Fund (CA) 5,782 · 13 off
- IBEW Local No 640 & Az Chapter NECA Defined Contribution Plan (AZ) 5,798 · 29 off
- Billings Clinic Pension Plan (MT) 5,580 · 189 off
- Cement Masons Southern California Individual Retirement Account Defined Contribution Trust (CA) 5,554 · 215 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.