Defined Benefit (Pension) · DOL Form 5500 · 2022

Massachusetts Institute of Technology Pension Plan

Data updated 2026-08-25

$5.3B
Total assets Very large vs avg
11,835
Participants Very large workforce
100th
Percentile by assets National rank
$446,232
Avg per participant High balance/head
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Official DOL plan name: Massachusetts Institute of Technology Basic Retirement Plan · Sponsored by Massachusetts Institute of Technology · Massachusetts · Educational Services

$5.3B in assets, 11,835 participants

Massachusetts Institute of Technology's Massachusetts Institute of Technology Basic Retirement Plan reported $5.3B in total assets and 11,835 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • #4,016 in Educational Services (4,024 peers)

Coverage in Massachusetts

Massachusetts Institute of Technology Basic Retirement Plan covers 11,835 participants in Massachusetts, 18x the typical Massachusetts plan (state average ~659 per filing). Assets: $5.3B.

#4,016
in Educational Services (4,024 peers)
-18.5%
assets change YoY
53×
vs typical plan assets (national mean)

The plan reported a net loss of $1.2B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Massachusetts Institute of Technology Basic Retirement Plan's outsized position by total assets

Massachusetts Institute of Technology Basic Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,281,152,611 Highest reported value at or above every one of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Massachusetts Institute of Technology Basic Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Institute of Technology Basic Retirement Plan is a mega filing (11,835 participants), the rightmost band on the breakdown.

DOL schedule card

Filing strip 042103594 · Massachusetts Institute of Technology PY 2022 · Defined Benefit (Pension)

Massachusetts Institute of Technology Basic Retirement Plan · $5.3B · 11,835 · 100th

  • PHOTO $5.3B
  • IND 11,835
  • EOY 100th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Carpenters Pension Trust Fund for Northern California
  • PCT ind #4016

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 →

Massachusetts Institute of Technology Basic Retirement Plan in the asset neighbourhood

Ufcw Consolidated Pension FundUfcw Consolidated Pension Fu…$5.4BConstellation Retirement ProgramConstellation Retirement Pro…$5.4BRetirement Plan for Employees of Aetna Inc.Retirement Plan for Employee…$5.4BCarpenters Pension Trust Fund for Northern CaliforniaCarpenters Pension Trust Fun…$5.3BMassachusetts Institute of Technology Basic Retirement PlanMassachusetts Institute of T…$5.3B
End-of-year total assets ($B) among Massachusetts Institute of Technology Basic Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6.5B
Net Assets (End of Year)$5.2B
Net Income-$1.2B
Employer EIN042103594
Plan Effective Date1926-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Massachusetts Institute of Technology)

Sponsor-wide plan assets over time

All Massachusetts Institute of Technology plans reported in each filing year

Latest sponsor-wide plan assets
$13.6B 22.695725557542403% vs 2022
2024 filing year
$10B$11B$12B$13B$14B 202220232024 $11.1B $13.6B ▲ +22.7%
Year Plans Participants Total Assets
2022 2 25,525 $11.1B
2023 2 25,982 $12.2B
2024 2 27,295 $13.6B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Massachusetts Institute of Technology Basic Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 246810 Total assets ($B) Participants Massachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity FundNew England Teamsters Pension Fund, Total assets ($B): 3.346268392 · Participants: 21757New England Teamsters Pension Fund
Massachusetts Institute of Technology Basic Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Massachusetts Institute of Technology Basic Retirement Plan side-by-side with 3 peers →

Scale composition for Massachusetts Institute of Technology Basic Retirement Plan

Massachusetts Institute of Technology Basic Retirement Plan reports $5.3B in end-of-year assets across 11,835 participants (0.043% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $446,232 per participant (3.2x the national average assets-per-participant) . Net income for plan year 2022 was -$1.2B.

This plan identity (EIN 042103594, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.3B to $5.9B (+11.5%) while covered participants moved from 11,835 to 12,533 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,835 $5.3B This page
2023 11,888 $5.4B Open filing
2024 · index core 12,533 $5.9B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Massachusetts Institute of Technology Basic Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Carpenters Pension Trust Fund for Northern California in CA ($5.3B); by covered participants it is SEIU Affiliates Officers and Employees Pension Plan in DC (11,828 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (11,835 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Massachusetts Institute of Technology Basic Retirement Plan assets move in 2022? ▼
Massachusetts Institute of Technology Basic Retirement Plan declined sharply - down 18.5% during 2022, from $6.5B to $5.3B. Reported net income was -$1.2B.
How have Massachusetts Institute of Technology plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massachusetts Institute of Technology's sponsor-wide assets grew 22.7%, from $11.1B to $13.6B.
Where does Massachusetts Institute of Technology Basic Retirement Plan rank by assets among Form 5500 filers? ▼
Massachusetts Institute of Technology Basic Retirement Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Massachusetts Institute of Technology Basic Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carpenters Pension Trust Fund for Northern California in CA ($5.3B, 21,193 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Massachusetts Institute of Technology Basic Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is SEIU Affiliates Officers and Employees Pension Plan in DC (11,828 participants, $1.3B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042103594.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.