Brandeis University retirement plans

Brandeis University, Waltham, MA. EIN 04-2103552. Annual reports 2009–2025.

Brandeis University has 2 active retirement plans on file. The largest is the Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees, with 4,235 participants and $923 million in assets in 2025. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Brandeis University's filings since 2009.

Active plans: 2
Participants: 5,483
Plan assets: $978 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Education

All 2 plans

Active plans first

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 04-2103552
Participants (2025): 4,235
Net assets (2025): $923 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Brandeis University
Human Resources MS118, 415 South Street
Waltham, MA 02454
(781) 736-4474As filed for 2025
In effect since: April 1, 1952

Earlier plan names: Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative.

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	4,235	$923 million	Fidelity
2024	4,137	$855 million	Fidelity
2023	4,389	$799 million	Fidelity
2022	4,011	$720 million	Fidelity
2021	4,092	$850 million	Fidelity
2020	4,003	$778 million	Fidelity
2019	3,255	$693 million	not listed
2018	3,329	$608 million	not listed
2017	3,043	$639 million	not listed
2016	3,005	$566 million	Fidelity
2015	3,145	$533 million	Fidelity
2014	3,046	$536 million	not listed
2013	3,044	$521 million	not listed
2012	2,800	$456 million	Fidelity
2011	3,171	$417 million	Fidelity
2010	2,582	$417 million	not listed
2009	2,495	$381 million	Fidelity

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees

403(b)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 002Employer EIN 04-2103552
Participants (2025): 1,248
Net assets (2025): $55.1 million
Recordkeeper: Fidelity2009–2025
Plan administrator: Brandeis University
Human Resources MS118, 415 South Street
Waltham, MA 02454
(781) 736-4474As filed for 2025
In effect since: April 1, 1952

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	1,248	$55.1 million	Fidelity
2024	1,159	$52.2 million	Fidelity
2023	1,240	$49.6 million	Fidelity
2022	1,146	$41.9 million	Fidelity
2021	1,007	$48.5 million	Fidelity
2020	922	$44.2 million	Fidelity
2019	1,370	$40.1 million	not listed
2018	626	$33.9 million	not listed
2017	526	$34.7 million	not listed
2016	510	$29.8 million	Fidelity
2015	497	$28.1 million	Fidelity
2014	563	$28.9 million	not listed
2013	468	$27.0 million	Fidelity
2012	398	$22.9 million	Fidelity
2011	487	$20.4 million	Fidelity
2010	260	$20.0 million	Fidelity
2009	248	$20.4 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((781) 736-4474). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees

Brandeis University Defined Contribution Retirement Plan for Nonexempt Employees

If you had money in one of these plans

What these numbers are

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