Other · DOL Form 5500 · 2022
Harvard Management Company Inc. Retirement Plan
Data updated 2026-08-11
- $43M
- Total assets
- 107
- Participants
- 87th
- Percentile by assets
- $398,624
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $43M
- total plan assets (2022 EOY)
- 107
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $398,624
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Harvard Management Company 403(b) Tax-Deferred Annuity Plan reports 107 participants - about 16% of that state average ($43M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$11M |
| Employer EIN | 237361259 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvard Management Company Inc.)
| 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
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Harvard Management Company 403(b) Tax-Deferred Annuity Plan by total assets, not by location.
- The College of Idaho 403(b) Retirement Plan (ID) $43M · 352
- Hawken School Retirement Plan (OH) $43M · 304
- Wells College Tax Deferred Retirement Plan (NY) $43M · 98
- Peckham, Inc. 403(b) Tda Plan (MI) $43M · 2,845
Frequently Asked Questions
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Filing takeaways
Ways to act on The Harvard Management Company 403(b) Tax-Deferred Annuity Plan's numbers.
- By total assets, The Harvard Management Company 403(b) Tax-Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Harvard Management Company Inc.'s sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Finance & Insurance plans