Department of Labor filing

BOSTON PARTNERS

BOSTON PARTNERS RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 6, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

61filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$10,164

Reported employer contributions per active participant.

Higher than about 75% of comparable plans

#People in the filing

187

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$238 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 28% of comparable plans

↗Investment performance

Not available

Plan assets changed 16.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202461out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions75th percentileTypical peer $5,330 · based on 410 comparable plans

Lower reported administrative expense28th percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BOSTON PARTNERS reported $1,900,743 in employer contributions across the plan and 187 active participants. That works out to $10,164 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy67%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 26.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 61.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context61/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,900,743
Participant contributions: $3,641,181
Other contributions: $2,472,012
Employer share of reported contributions: 34.3%
Beginning assets: $123,610,591
Ending assets: $144,300,528
Ending net assets: $144,271,028
Ending liabilities: $29,500
Total income: $25,289,930
Total expenses: $4,601,493
Administrative expenses: $61,555
Participant loans: $283,748

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$8,032

2023

$7,306

2024

$10,164

Plan-paid administrative expenses per participant

2022

$147

2023

$244

2024

$238

Active participants

2022

150

2023

163

2024

187

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$10,164	187	144.3M	20251006145724NAL0002180787001
2023	$7,306	163	123.6M	20241002094215NAL0008099169001
2022	$8,032	150	104.4M	20231003191815NAL0018771937001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 980202744-004

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1984
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F3D2T2G2J2K2R3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251006145724NAL0002180787001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗