Defined Benefit (Pension) · DOL Form 5500 · 2022
Massachusetts Bay Transportation Authority Retirement Fund Pension Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $744,997
- Avg per participant High balance/head
Official DOL plan name: Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan · Sponsored by Massachusetts Bay Transportation Authority Retirement Fund · Massachusetts · Finance & Insurance
$8M in assets, 11 participants
Massachusetts Bay Transportation Authority Retirement Fund's Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan reported $8M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #4,084 in Finance & Insurance (9,261 peers)
Massachusetts Bay Transportation Authority Retirement Fund multi-year trail
Massachusetts Bay Transportation Authority Retirement Fund's plans moved +23.8% in assets from 2022 to 2024; this filing shows Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan at $8M / 11 participants.
- #4,084
- in Finance & Insurance (9,261 peers)
- -20.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,194,964 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan is a small filing (11 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 042460287 · Massachusetts Bay Transportation Authority Retirement Fund PY 2022 · Defined Benefit (Pension)
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan · $8M · 11 · 61st
- EOY $8M
- EOY 11
- EOY 61st
- EOY Defined Benefit (Pension)
- EOY near Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies
- EOY ind #4084
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan in the asset neighbourhood
Massachusetts Bay Transportation Authority Retirement Fund multi-year asset trail
Sponsor-wide plan assets over time
All Massachusetts Bay Transportation Authority Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 23.765375906471338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $8M |
| 2023 | 1 | 8 | $9M |
| 2024 | 1 | 9 | $10M |
Massachusetts Bay Transportation Authority Retirement Fund filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 042460287 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies in TX ($8M); by covered participants it is Javid, LLC Defined Benefit Pension Plan in AZ (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 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.