Other · DOL Form 5500 · 2024
Trustees of Boston University Retirement Plan
Data updated 2026-08-25
- $3.0B
- Total assets Very large vs avg
- 8,173
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $364,143
- Avg per participant High balance/head
Official DOL plan name: Boston University Retirement Plan · Sponsored by Trustees of Boston University · Massachusetts · Educational Services
$3.0B in assets, 8,173 participants
Trustees of Boston University's Boston University Retirement Plan reported $3.0B in total assets and 8,173 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.
- #3,616 in Educational Services (3,638 peers)
Coverage in Massachusetts
Boston University Retirement Plan covers 8,173 participants in Massachusetts, 12x the typical Massachusetts plan (state average ~659 per filing). Assets: $3.0B.
- #3,616
- in Educational Services (3,638 peers)
- +7.9%
- assets growth YoY
- 30×
- vs typical plan assets (national mean)
Boston University Retirement Plan's outsized position by total assets
Boston University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,976,139,000 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
Boston 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. Boston University Retirement Plan lands in the large band (8,173 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boston University Retirement Plan reported net income fell from $296M in the plan year 2023 filing to $218M in the plan year 2024 filing.
- Boston University Retirement Plan end-of-year assets rose from $2.8B in the plan year 2023 filing to $3.0B in the plan year 2024 filing.
- Boston University Retirement Plan reported participants rose from 8,130 in the plan year 2023 filing to 8,173 in the plan year 2024 filing.
DOL schedule card
Filing strip 042103547 · Trustees of Boston University PY 2024 · Other
Boston University Retirement Plan · $3.0B · 8,173 · 99th
- NET $3.0B
- BOOK 8,173
- VS-ST 99th
- BOY Other
- SCH near Beaumont Health 403(b) Retirement Savings Plan
- EBSA ind #3616
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 →
Boston University Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $3.0B |
| Net Income | $218M |
| Employer EIN | 042103547 |
| Plan Effective Date | 1965-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Boston University)
Sponsor-wide plan assets over time
All Trustees of Boston University plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.7B 23.918430112883314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 20,422 | $3.8B |
| 2023 | 2 | 20,781 | $4.3B |
| 2024 | 2 | 21,042 | $4.7B |
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
- Northeastern University Retirement Plan $2.6B · 8,900
- 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 Boston University Retirement Plan
Boston University Retirement Plan reports $3.0B in end-of-year assets across 8,173 participants (0.024% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $364,143 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2024 was $218M.
This plan identity (EIN 042103547, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.5B to $3.0B (+20.8%) while covered participants moved from 8,045 to 8,173 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,045 | $2.5B | Open filing |
| 2023 | 8,130 | $2.8B | Open filing |
| 2024 · index core | 8,173 | $3.0B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Boston University Supplemental Retirement and Savings Plan (Other, $1.7B, 12,869 participants)
Boston University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Beaumont Health 403(b) Retirement Savings Plan in MI ($3.0B); by covered participants it is Inspira Health Network 403(b) Savings Plan in NJ (8,137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.0B here).
- Beaumont Health 403(b) Retirement Savings Plan (MI) $3.0B · 34,160
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B (MD) $3.0B · 9,501
- The Tax Sheltered Annuity Plan of the Methodist Hospital (TX) $3.0B · 32,299
- Cornell University Retirement Plan for the Employees of the Endowed Colleges at Ithaca (NY) $3.0B · 14,648
Similar participant headcount
Nearest other-state filings by covered participants (8,173 participants); asset peers above are excluded.
- Inspira Health Network 403(b) Savings Plan (NJ) 8,137 · 36 off
- Centracare Health System 403(b) Plan (MN) 8,227 · 54 off
- Maimonides Medical Center Tax Deferred Retirement Plan (NY) 8,258 · 85 off
- The George Washington University Supplemental Retirement Plan (VA) 8,262 · 89 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.