My Plan Facts

Employers › Massachusetts

Employer · plans filed under one EIN

Trustees of Boston University

Boston, MA · Educational services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$4.71Bnet assets across plans
39,781participant records22,420 active
$103Memployer contributions, latest plan years$4,594 per active record
$887KSchedule C compensation to organisations$22.30 per participant record

Trustees of Boston University, based in Boston, Massachusetts, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 39,781 participant records and $4.71B in net assets.

The largest is Boston University Supplemental Retirement and Savings Plan, a 403(b) plan with 23,049 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $103M and participant contributions $96.3M in the latest plan years; benefits paid were $333M. Schedule C compensation reported to service provider organisations totalled $887K.

Combined net assets moved from $1.75B in 2009 to $4.71B in 2024 (up 170%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Boston University Supplemental Retirement and Savings Plan403(b) plan202423,049$1.74B$75,317$8$330K
Boston University Retirement Plan403(b) plan202416,732$2.98B$177,871$11,610$557K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $1.75B2010: $1.96B2011: $1.96B2012: $2.18B2013: $2.52B2014: $2.65B2015: $2.65B2016: $2.83B2017: $3.25B2018: $3.12B2019: $3.65B2020: $4.04B2021: $4.46B2022: $3.80B2023: $4.32B2024: $4.71B$1.75B$4.71B20092012201620202024
Combined net assets
2009: 10,4122010: 16,1972011: 19,8942012: 25,7522013: 25,5522014: 30,5172015: 29,8672016: 29,9042017: 31,2272018: 32,6052019: 32,3022020: 33,1182021: 36,0102022: 37,3912023: 38,7402024: 39,78110,41239,78120092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024239,781$4.71B$103M$96.3M
2023238,740$4.32B$94.9M$91.3M
2022237,391$3.80B$91.9M$84.0M
2021236,010$4.46B$49.2M$80.0M
2020233,118$4.04B$41.6M$76.8M
2019232,302$3.65B$81.8M$71.4M
2018232,605$3.12B$78.3M$67.9M
2017231,227$3.25B$66.0M$59.3M
2016229,904$2.83B$63.4M$55.9M
2015229,867$2.65B$60.7M$54.5M
2014230,517$2.65B$59.3M$52.2M
2013225,552$2.52B$55.9M$50.8M
2012225,752$2.18B$54.7M$49.0M
2011219,894$1.96B$60.4M$50.0M
2010216,197$1.96B$55.1M$47.5M
2009210,412$1.75B$47.0M$50.0M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Fidelity Investments InstitutionalParticipant loan processing2$854,453
TIAA—1$32,499

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Fidelity Investments Institutional$854K
TIAA$32K

Questions and answers

How many retirement plans does Trustees of Boston University have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Boston University Supplemental Retirement and Savings Plan and Boston University Retirement Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Trustees of Boston University contribute to its plans?

$103,007,859 in employer contributions across these plans in their latest plan years, about $4,594 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Fidelity Investments Institutional and TIAA. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.