Other · DOL Form 5500 · 2022

Harvard Management Company Inc. Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
107
Participants Small participant base
87th
Percentile by assets National rank
$398,624
Avg per participant High balance/head
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Official DOL plan name: The Harvard Management Company 403(b) Tax-Deferred Annuity Plan · Sponsored by Harvard Management Company Inc. · Massachusetts · Finance & Insurance

$43M in assets, 107 participants

Harvard Management Company Inc.'s The Harvard Management Company 403(b) Tax-Deferred Annuity Plan reported $43M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,271 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan covers 107 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $43M.

#7,271
in Finance & Insurance (9,261 peers)
-20.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan's outsized position by total assets

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs every filed plan by assets

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

$42,652,741 Top 13% higher than 87% 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

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Harvard Management Company 403(b) Tax-Deferred Annuity Plan sits mid-pack in the medium band (107 participants).

Form 5500 schedule snapshot

Filing strip 237361259 · Harvard Management Company Inc. PY 2022 · Other

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan · $43M · 107 · 87th

  • EIN $43M
  • RANK 107
  • PHOTO 87th
  • IND Other
  • EOY near The College of Idaho 403(b) Retirement Plan
  • 5500 ind #7271

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 →

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan in the asset neighbourhood

Wells College Tax Deferred Retirement PlanWells College Tax Deferred R…$43MPeckham, Inc. 403(b) Tda Plan$43MHawken School Retirement Plan$43MThe Harvard Management Company 403(b) Tax-Deferred Annuity PlanThe Harvard Management Compa…$43MThe College of Idaho 403(b) Retirement PlanThe College of Idaho 403(b) …$43M
End-of-year total assets ($M) among The Harvard Management Company 403(b) Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$43M
Net Income-$11M
Employer EIN237361259
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harvard Management Company Inc.)

Sponsor-wide plan assets over time

All Harvard Management Company Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$116M 31.476382049162066% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.5M $116M ▲ +31.5%
Year Plans Participants Total Assets
2022 2 203 $88M
2023 2 210 $105M
2024 2 216 $116M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants The Harvard Management Company 403(b) Tax-Deferred Annuity Plan, Total assets ($B): 0.042652741 · Participants: 107The Harvard Management Company 403(b) Tax-Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Harvard Management Company 403(b) Tax-Deferred Annuity Plan side-by-side with 3 peers →

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The College of Idaho 403(b) Retirement Plan in ID ($43M); by covered participants it is Educare of Washington, DC 403(b) Plan in DC (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 The Harvard Management Company 403(b) Tax-Deferred Annuity Plan assets move in 2022? ▼
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan declined sharply - down 20.0% during 2022, from $53M to $43M. Reported net income was -$11M.
How have Harvard Management Company Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvard Management Company Inc.'s sponsor-wide assets grew 31.5%, from $88M to $116M.
Where does The Harvard Management Company 403(b) Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Harvard Management Company 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The College of Idaho 403(b) Retirement Plan in ID ($43M, 352 participants).
Which Other plans cover a similar participant headcount to The Harvard Management Company 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Educare of Washington, DC 403(b) Plan in DC (107 participants, $2M 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 237361259.

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.