Other · DOL Form 5500 · 2024
Assumption University Retirement Plan
Data updated 2026-08-25
- $146M
- Total assets Near avg plan size
- 568
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $257,327
- Avg per participant Above avg balance/head
Official DOL plan name: Assumption University Defined Contribution Retirement Plan · Sponsored by Assumption University · Massachusetts · Educational Services
$146M in assets, 568 participants
Assumption University's Assumption University Defined Contribution Retirement Plan reported $146M in total assets and 568 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,199 in Educational Services (3,638 peers)
Where Assumption University Defined Contribution Retirement Plan sits by assets
Assumption University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $146M for 568 participants (~$257,327/participant), up 6.5% in 2024.
- #3,199
- in Educational Services (3,638 peers)
- +6.5%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Assumption University Defined Contribution Retirement Plan's outsized position by total assets
Assumption University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$146,161,613 Top 7% higher than 93% 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
Assumption University Defined Contribution 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. Assumption University Defined Contribution Retirement Plan sits mid-pack in the medium band (568 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Assumption University Defined Contribution Retirement Plan reported net income fell from $14M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Assumption University Defined Contribution Retirement Plan end-of-year assets rose from $137M in the plan year 2023 filing to $146M in the plan year 2024 filing.
DOL schedule card
Filing strip 042105776 · Assumption University PY 2024 · Other
Assumption University Defined Contribution Retirement Plan · $146M · 568 · 93rd
- NET $146M
- BOOK 568
- VS-ST 93rd
- BOY Other
- SCH near IBEW Local 466 Pension Plan
- EBSA ind #3199
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 →
Assumption University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $137M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | $9M |
| Employer EIN | 042105776 |
| Plan Effective Date | 1958-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Assumption University)
Sponsor-wide plan assets over time
All Assumption University plans reported in each filing year
- Latest sponsor-wide plan assets
- $146M 18.223502948323798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 561 | $124M |
| 2023 | 1 | 571 | $137M |
| 2024 | 1 | 568 | $146M |
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
Assumption University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is IBEW Local 466 Pension Plan in WV ($146M); by covered participants it is Lakeview Village, Inc. Employees Retirement Plan in KS (568 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($146M here).
- IBEW Local 466 Pension Plan (WV) $146M · 446
- Philadelphia Museum of Art 403(b) Retirement and Savings Plan (PA) $147M · 609
- Empath Health 403(b) Plan (FL) $145M · 2,528
- Whittier College 403(b) Plan (CA) $145M · 413
Similar participant headcount
Nearest other-state filings by covered participants (568 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.