Other · DOL Form 5500 · 2024
Trustees of Tufts College Retirement Plan
Data updated 2026-08-25
- $996M
- Total assets Above avg plan size
- 5,554
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $179,342
- Avg per participant Above avg balance/head
Official DOL plan name: Tufts University Voluntary Retirement Plan · Sponsored by Trustees of Tufts College · Massachusetts · Educational Services
$996M in assets, 5,554 participants
Trustees of Tufts College's Tufts University Voluntary Retirement Plan reported $996M in total assets and 5,554 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.
- #3,563 in Educational Services (3,638 peers)
Coverage in Massachusetts
Tufts University Voluntary Retirement Plan covers 5,554 participants in Massachusetts, 8.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $996M.
- #3,563
- in Educational Services (3,638 peers)
- +10.3%
- assets growth YoY
- 10.0×
- vs typical plan assets (national mean)
Tufts University Voluntary Retirement Plan's outsized position by total assets
Tufts University Voluntary Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$996,063,072 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 Voluntary 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 Voluntary Retirement Plan lands in the large band (5,554 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Tufts University Voluntary Retirement Plan reported net income fell from $108M in the plan year 2023 filing to $93M in the plan year 2024 filing.
- Tufts University Voluntary Retirement Plan end-of-year assets rose from $903M in the plan year 2023 filing to $996M in the plan year 2024 filing.
- Tufts University Voluntary Retirement Plan reported participants rose from 5,038 in the plan year 2023 filing to 5,554 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103634 · Trustees of Tufts College PY 2024 · Other
Tufts University Voluntary Retirement Plan · $996M · 5,554 · 98th
- EIN $996M
- EIN 5,554
- EIN 98th
- EIN Other
- EIN near Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan
- EIN ind #3563
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 Voluntary Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $903M |
|---|---|
| Net Assets (End of Year) | $996M |
| Net Income | $93M |
| Employer EIN | 042103634 |
| Plan Effective Date | 1945-01-01 |
| 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 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
Scale composition for Tufts University Voluntary Retirement Plan
Tufts University Voluntary Retirement Plan reports $996M in end-of-year assets across 5,554 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 $179,342 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2024 was $93M.
This plan identity (EIN 042103634, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $796M to $996M (+25.2%) while covered participants moved from 4,023 to 5,554 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,023 | $796M | Open filing |
| 2023 | 5,038 | $903M | Open filing |
| 2024 · index core | 5,554 | $996M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Tufts University Basic Retirement Plan (Money Purchase, $1.0B, 5,769 participants)
Tufts University Voluntary Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan in NY ($1000M); by covered participants it is Dialysis Clinic, Inc. Thrift Plan in TN (5,578 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($996M here).
- Nyu Grossman School of Medicine Management and Staff 403(b) Retirement Plan (NY) $1000M · 10,953
- Educational Testing Service 403(b) Retirement Savings Plan (NJ) $982M · 3,501
- Georgetown University Voluntary Contribution Retirement Plan (DC) $979M · 14,512
- Children's Hospital and Health System Shared Retirement Savings Plan (WI) $1.0B · 6,717
Similar participant headcount
Nearest other-state filings by covered participants (5,554 participants); asset peers above are excluded.
- Dialysis Clinic, Inc. Thrift Plan (TN) 5,578 · 24 off
- Adena Health System Tax Deferred Annuity/Matched Savings Plan (OH) 5,518 · 36 off
- American University Defined Contribution Retirement Plan (DC) 5,480 · 74 off
- Luminis Health Retirement Plan (Employer Contributions) (MD) 5,652 · 98 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.