Tufts College retirement plans

Tufts College, Medford, MA. EIN 04-2103634. Annual reports 2009–2024.

Tufts College has 2 active retirement plans on file. The largest is the Tufts University Basic Retirement Plan, with 10,062 participants and $1.0 billion in assets in 2024. Fidelity has been its recordkeeper since 2017. No traditional pension plan appears in Tufts College's filings since 2009.

Active plans: 2
Participants: 19,203
Plan assets: $2.0 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Education

All 2 plans

Active plans first

Tufts University Basic Retirement Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 04-2103634
Participants (2024): 10,062
Net assets (2024): $1.0 billion
Recordkeeper: Fidelity2017–2024
Plan administrator: Robbyn Dewar Benefit Prog. & Compliance Director
80 George Street
Medford, MA 02155
(617) 627-5000As filed for 2024
In effect since: January 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,062	$1.0 billion	Fidelity
2023	10,295	$942 million	Fidelity
2022	10,622	$819 million	Fidelity
2021	11,149	$956 million	Fidelity
2020	11,469	$861 million	Fidelity
2019	11,304	$765 million	Fidelity
2018	10,983	$656 million	Fidelity
2017	11,854	$679 million	Fidelity
2016	11,606	$591 million	not listed
2015	10,396	$557 million	not listed
2014	8,172	$549 million	not listed
2013	11,501	$522 million	not listed
2012	11,933	$447 million	not listed
2011	7,871	$396 million	not listed
2010	8,137	$394 million	not listed
2009	7,342	$353 million	not listed

Tufts University Voluntary Retirement Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 04-2103634
Participants (2024): 9,141
Net assets (2024): $996 million
Recordkeeper: Fidelity2013–2024
Plan administrator: Robbyn Dewar Benefit Prog. & Compliance Director
80 George Street
Medford, MA 02155
(617) 627-5000As filed for 2024
In effect since: January 1, 1945

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,141	$996 million	Fidelity
2023	8,604	$903 million	Fidelity
2022	7,738	$796 million	Fidelity
2021	6,652	$930 million	not listed
2020	10,604	$844 million	not listed
2019	10,574	$758 million	not listed
2018	10,438	$655 million	not listed
2017	10,409	$688 million	not listed
2016	7,933	$610 million	not listed
2015	7,765	$584 million	Fidelity
2014	7,690	$589 million	Fidelity
2013	7,863	$572 million	Fidelity
2012	8,225	$503 million	not listed
2011	5,576	$459 million	not listed
2010	6,254	$473 million	not listed
2009	4,385	$232 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Tufts University Basic Retirement Plan. 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 ((617) 627-5000). That number was filed for 2024; 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

Tufts University Basic Retirement Plan

Tufts University Voluntary Retirement Plan

If you had money in one of these plans

What these numbers are

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