Other · DOL Form 5500 · 2024
Trustees of Boston University Retirement Plan
Data updated 2026-08-25
- $1.7B
- Total assets Very large vs avg
- 12,869
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $134,896
- Avg per participant Near avg balance/head
Official DOL plan name: Boston University Supplemental Retirement and Savings Plan · Sponsored by Trustees of Boston University · Massachusetts · Educational Services
$1.7B in assets, 12,869 participants
Trustees of Boston University's Boston University Supplemental Retirement and Savings Plan reported $1.7B in total assets and 12,869 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.
- #3,591 in Educational Services (3,638 peers)
Coverage in Massachusetts
Boston University Supplemental Retirement and Savings Plan covers 12,869 participants in Massachusetts, 20x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.7B.
- #3,591
- in Educational Services (3,638 peers)
- +11.0%
- assets growth YoY
- 17×
- vs typical plan assets (national mean)
Boston University Supplemental Retirement and Savings Plan's outsized position by total assets
Boston University Supplemental Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,735,973,854 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 Supplemental Retirement and Savings Plan's mega-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 Supplemental Retirement and Savings Plan is a mega filing (12,869 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Boston University Supplemental Retirement and Savings Plan reported net income fell from $223M in the plan year 2023 filing to $171M in the plan year 2024 filing.
- Boston University Supplemental Retirement and Savings Plan end-of-year assets rose from $1.6B in the plan year 2023 filing to $1.7B in the plan year 2024 filing.
- Boston University Supplemental Retirement and Savings Plan reported participants rose from 12,651 in the plan year 2023 filing to 12,869 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042103547 · Trustees of Boston University PY 2024 · Other
Boston University Supplemental Retirement and Savings Plan · $1.7B · 12,869 · 99th
- PCT $1.7B
- PCT 12,869
- PCT 99th
- PCT Other
- PCT near Princeton University Retirement Savings Plan
- PCT ind #3591
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 Supplemental Retirement and Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.7B |
| Net Income | $171M |
| Employer EIN | 042103547 |
| Plan Effective Date | 1974-09-01 |
| 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
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston Medical Center 403(b) Retirement Plan $1.7B · 11,386
Scale composition for Boston University Supplemental Retirement and Savings Plan
Boston University Supplemental Retirement and Savings Plan reports $1.7B in end-of-year assets across 12,869 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $134,896 per participant (98% of the national average assets-per-participant) . Net income for plan year 2024 was $171M.
This plan identity (EIN 042103547, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.7B (+29.6%) while covered participants moved from 12,377 to 12,869 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,377 | $1.3B | Open filing |
| 2023 | 12,651 | $1.6B | Open filing |
| 2024 · index core | 12,869 | $1.7B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Boston University Retirement Plan (Other, $3.0B, 8,173 participants)
Boston University Supplemental Retirement and Savings Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Princeton University Retirement Savings Plan in NJ ($1.7B); by covered participants it is Cornell University Tax-Deferred Annuity Plan in NY (12,764 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.7B here).
- Princeton University Retirement Savings Plan (NJ) $1.7B · 8,763
- West Virginia University Health System 403(b) Retirement Savings Plan (WV) $1.8B · 30,364
- Main Line Health, Inc. Retirement Savings Plan (PA) $1.7B · 14,002
- Syracuse University Noncontributory Retirement Plan (NY) $1.7B · 5,179
Similar participant headcount
Nearest other-state filings by covered participants (12,869 participants); asset peers above are excluded.
- Cornell University Tax-Deferred Annuity Plan (NY) 12,764 · 105 off
- Cox Savings Incentive Plan (MO) 13,001 · 132 off
- University of Miami Retirement Savings Plan (FL) 12,711 · 158 off
- Weill Cornell Medical College Tax Deferred Annuity Plan (NY) 12,676 · 193 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.