Harvard University Tax Deferred Annuity Plan

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 16, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services

What the 2023 filing shows

Harvard University Tax Deferred Annuity Plan holds $3.2B for 21,269 participants — about $148,687 per participant, down 10.7% over the 2022 plan year.

$3.2B
total plan assets (2022 EOY): 21,269
covered participants: $148,687
avg assets per participant: -10.7%
assets change YoY

The plan reported a net loss of $378M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)

$3.2B

Participants

21,269

State

Massachusetts

Industry

Educational Services

What the Filing Says About Harvard University Tax Deferred Annuity Plan

Harvard University Tax Deferred Annuity Plan is a Profit Sharing retirement plan sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $3.2B in total end-of-year assets and covers 21,269 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103580, and the plan has been effective since 1974-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.5B at the beginning of 2022 to $3.2B at year-end — a decline of 10.7%. Net assets (after liabilities) closed the year at $3.2B, with reported net income of $-378,202,893 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$3.5B
Total Assets (End of Year)	$3.2B
Net Assets (End of Year)	$3.2B
Net Income	$-378,202,893
Plan Type	Profit Sharing
Employer EIN	042103580
Plan Effective Date	1974-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (President & Fellows of Harvard College Harvard Human Resources, Benefi)

Year	Plans	Participants	Total Assets
2022	4	39,221	$8.0B
2023	4	39,785	$9.3B
2024	4	44,472	$10.3B

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

State Street Salary Savings Program $5.7B · 12,168
The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
Boston University Retirement Plan $2.8B · 8,130
Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981

Compare Harvard University Tax Deferred Annuity … side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Harvard University Tax Deferred Annuity Plan? ▼

As of the 2022 Form 5500 filing, Harvard University Tax Deferred Annuity Plan holds $3.2B in total assets with 21,269 participants. It is sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi.

What type of plan is Harvard University Tax Deferred Annuity Plan? ▼

Harvard University Tax Deferred Annuity Plan is a Profit Sharing plan. It has been effective since 1974-01-01. The plan is filed with the U.S. Department of Labor under EIN 042103580.

Who sponsors the Harvard University Tax Deferred Annuity Plan? ▼

Harvard University Tax Deferred Annuity Plan is sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi, located in Massachusetts. The sponsor's EIN is 042103580 and the plan operates in the Educational Services industry.

How did Harvard University Tax Deferred Annuity Plan perform in 2022? ▼

Harvard University Tax Deferred Annuity Plan declined by 10.7% during 2022, moving from $3.5B to $3.2B in total assets. Net income was $-378,202,893.

Where can I find official filings for Harvard University Tax Deferred Annuity Plan? ▼

Official Form 5500 filings for Harvard University Tax Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042103580 or plan name at efast.dol.gov.

How does Harvard University Tax Deferred Annuity Plan compare to other plans? ▼

You can compare Harvard University Tax Deferred Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.