Money Purchase · DOL Form 5500 · 2022

Harvard Management Company Inc. Money Purchase Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
96
Participants Small participant base
87th
Percentile by assets National rank
$477,194
Avg per participant High balance/head
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Official DOL plan name: Harvard Management Company Inc. Pension Plan · Sponsored by Harvard Management Company Inc. · Massachusetts · Finance & Insurance

$46M in assets, 96 participants

Harvard Management Company Inc.'s Harvard Management Company Inc. Pension Plan reported $46M in total assets and 96 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.

  • #7,374 in Finance & Insurance (9,261 peers)

Where Harvard Management Company Inc. Pension Plan sits by assets

Harvard Management Company Inc. Pension Plan sits in the top quartile of all filed plans by assets, $46M for 96 participants (~$477,194/participant), down 18.4% in 2022.

#7,374
in Finance & Insurance (9,261 peers)
-18.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Harvard Management Company Inc. Pension Plan's outsized position by total assets

Harvard Management Company Inc. Pension Plan vs every filed plan by assets

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

$45,810,628 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

Harvard Management Company Inc. Pension 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. Harvard Management Company Inc. Pension Plan is a small filing (96 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 237361259 · Harvard Management Company Inc. PY 2022 · Money Purchase

Harvard Management Company Inc. Pension Plan · $46M · 96 · 87th

  • EOY $46M
  • 5500 96
  • ASSETS 87th
  • PCT Money Purchase
  • EIN near Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan
  • RANK ind #7374

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 →

Harvard Management Company Inc. Pension Plan in the asset neighbourhood

Local 553 Deferred Compensation FundLocal 553 Deferred Compensat…$46MWashington & Jefferson College Tiaa Cref Group Retirement Annuity PlanWashington & Jefferson Colle…$46MHarvard Management Company Inc. Pension PlanHarvard Management Company I…$46MCarteret County General Hospital Money Purchase Pension PlanCarteret County General Hosp…$46MValley View Hospital Money Purchase PlanValley View Hospital Money P…$46M
End-of-year total assets ($M) among Harvard Management Company Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$46M
Net Income-$10M
Employer EIN237361259
Plan Effective Date1981-07-01
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 Money Purchase Plans in Massachusetts

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

Harvard Management Company Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Harvard Management Company Inc. Pension Plan, Total assets ($B): 0.045810628 · Participants: 96Harvard Management Company Inc. Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.245275345 · Participants: 12021The Mitre Corporation Qualified Retirement PlanMassachusetts Laborers' Annuity Fund, Total assets ($B): 1.955452301 · Participants: 11530Massachusetts Laborers' Annuity FundRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 1.888120121 · Participants: 2698Retirement Income Plan for Teaching Faculty of Harvard UniversityHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.452591056 · Participants: 12417Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.441786632 · Participants: 8275Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Harvard Management Company Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Harvard Management Company Inc. Pension Plan side-by-side with 3 peers →

Harvard Management Company Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan in PA ($46M); by covered participants it is Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension Plan in KS (96 participants). Same-state nearby plans are listed separately above.

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 Harvard Management Company Inc. Pension Plan assets move in 2022? ▼
Harvard Management Company Inc. Pension Plan declined sharply - down 18.4% during 2022, from $56M to $46M. Reported net income was -$10M.
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 Harvard Management Company Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Harvard Management Company Inc. Pension 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 Money Purchase plans are similar in size to Harvard Management Company Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Washington & Jefferson College Tiaa Cref Group Retirement Annuity Plan in PA ($46M, 302 participants).
Which Money Purchase plans cover a similar participant headcount to Harvard Management Company Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Rural Health Resources of Jackson County Inc. Dba Holton Community Hospital Employees Pension Plan in KS (96 participants, $3M 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.