Other · DOL Form 5500 · 2022
The May Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 1,761
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $36,292
- Avg per participant Low balance/head
Official DOL plan name: May Institute, Inc. Defined Contribution Retirement Plan · Sponsored by The May Institute, Inc. · Massachusetts · Healthcare & Social Assistance
$64M in assets, 1,761 participants
The May Institute, Inc.'s May Institute, Inc. Defined Contribution Retirement Plan reported $64M in total assets and 1,761 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #18,335 in Healthcare & Social Assistance (20,060 peers)
Coverage in Massachusetts
May Institute, Inc. Defined Contribution Retirement Plan covers 1,761 participants in Massachusetts, 2.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $64M.
- #18,335
- in Healthcare & Social Assistance (20,060 peers)
- -11.7%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
May Institute, Inc. Defined Contribution Retirement Plan's outsized position by total assets
May Institute, Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$63,909,479 Top 10% higher than 90% 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
May Institute, Inc. Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. May Institute, Inc. Defined Contribution Retirement Plan lands in the large band (1,761 participants).
Form 5500 schedule snapshot
Filing strip 042197449 · The May Institute, Inc. PY 2022 · Other
May Institute, Inc. Defined Contribution Retirement Plan · $64M · 1,761 · 90th
- IND $64M
- IND 1,761
- IND 90th
- IND Other
- IND near Ohio Living 403(b) Plan
- IND ind #18335
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
May Institute, Inc. Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | -$8M |
| Employer EIN | 042197449 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The May Institute, Inc.)
Sponsor-wide plan assets over time
All The May Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 33.027548229582656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,761 | $64M |
| 2023 | 1 | 1,744 | $75M |
| 2024 | 1 | 1,763 | $85M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
May Institute, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Ohio Living 403(b) Plan in OH ($64M); by covered participants it is Samford University 403(b) Salary Deferral and Defined Contribution Plan in AL (1,760 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
- Ohio Living 403(b) Plan (OH) $64M · 2,962
- Camc Health System, Inc. Retirement Savings Plan (WV) $64M · N/A
- Iowa Health System Tax Deferred Section 403(b) Plan (IA) $64M · 1,107
- Stanley Member Stock Bonus Plan (IA) $64M · 982
Similar participant headcount
Nearest other-state filings by covered participants (1,761 participants); asset peers above are excluded.
- Samford University 403(b) Salary Deferral and Defined Contribution Plan (AL) 1,760 · 1 off
- Rutland Regional Health Services Retirement Savings Plan (VT) 1,754 · 7 off
- Kencrest Services 403(b) Retirement Plan (PA) 1,768 · 7 off
- Roger Williams University Retirement Plan (RI) 1,769 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.