Money Purchase · DOL Form 5500 · 2022
Harvard Management Company Inc. Money Purchase Plan
Data updated 2026-08-11
- $46M
- Total assets
- 96
- Participants
- 87th
- Percentile by assets
- $477,194
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $46M
- total plan assets (2022 EOY)
- 96
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $477,194
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Harvard Management Company Inc. Pension Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$10M |
| Employer EIN | 237361259 |
| Plan Effective Date | 1981-07-01 |
| 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 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
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Harvard Management Company Inc. Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Harvard Management Company Inc. Pension Plan assets move in 2022? ▼
How have Harvard Management Company Inc. plan assets changed over time? ▼
Where does Harvard Management Company Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Harvard Management Company Inc. Pension Plan? ▼
Next read for Harvard Management Company Inc. Pension …
Scale reading
Ways to act on Harvard Management Company Inc. Pension Plan's numbers.
- By total assets, Harvard Management Company Inc. Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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