Other · DOL Form 5500 · 2024
Assumption University Retirement Plan
Data updated 2026-08-11
- $146M
- Total assets
- 568
- Participants
- 93rd
- Percentile by assets
- $257,327
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $146M
- total plan assets (2024 EOY)
- 568
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $257,327
- avg assets per participant
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.
Assumption University Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Assumption University Defined Contribution Retirement Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
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)
| 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.
Assumption University Defined Contribution 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 Assumption University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Assumption University Defined Contribution Retirement Plan's numbers.
- By total assets, Assumption University Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Assumption University's sponsor-wide assets have grown 18.2% since 2022 across 3 plan years on file. More Educational Services plans