Other · DOL Form 5500 · 2022
President & Fellows of Harvard College Harvard Human Resources, Benefi Retirement Plan
Data updated 2026-08-06
- $3.2B
- Total assets
- 21,269
- Participants
- 100th
- Percentile by assets
- $148,687
- Avg per participant
Official DOL plan name: Harvard University Tax Deferred Annuity Plan · Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services
$3.2B in assets, 21,269 participants
President & Fellows of Harvard College Harvard Human Resources, Benefi's Harvard University Tax Deferred Annuity Plan reported $3.2B in total assets and 21,269 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,258 plans)
- #4,006 in Educational Services (4,025 peers)
Coverage in Massachusetts
Harvard University Tax Deferred Annuity Plan covers 21,269 participants in Massachusetts, 33x the typical Massachusetts plan (state average ~641 per filing). Assets: $3.2B.
- $3.2B
- total plan assets (2022 EOY)
- 21,269
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $148,687
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Harvard University Tax Deferred Annuity Plan reports 21,269 participants - 33x that state average ($3.2B EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $3.5B |
|---|---|
| Net Assets (End of Year) | $3.2B |
| Net Income | -$378M |
| 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 Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Harvard University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- 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
- Boston Medical Center 403(b) Retirement Plan $1.2B · 8,481
Scale composition for Harvard University Tax Deferred Annuity Plan
Harvard University Tax Deferred Annuity Plan reports $3.2B in end-of-year assets across 21,269 participants (0.027% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.024% of 89,805,449 covered participants) - about $148,687 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$378M.
This plan identity (EIN 042103580, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $4.3B (+36.0%) while covered participants moved from 21,269 to 24,395 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 21,269 | $3.2B | This page |
| 2023 | 21,064 | $3.8B | Open filing |
| 2024 · index core | 24,395 | $4.3B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Harvard University Tax Deferred Annuity Plan (Other, $4.3B, 24,395 participants)
- Retirement Income Plan for Teaching Faculty of Harvard University (Money Purchase, $2.4B, 2,774 participants)
- Harvard University Defined Contribution Retirement Plan (Money Purchase, $2.0B, 14,571 participants)
- Harvard University Retirement Plan (Defined Benefit (Pension), $1.6B, 2,732 participants)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Harvard University Tax Deferred Annuity Plan by total assets, not by location.
- The University of Chicago Contributory Retirement Plan (IL) $3.1B · 4,552
- Montefiore Medical Center 403(b) Plan (NY) $3.3B · 17,563
- The Retirement Savings Plan (NY) $3.3B · 39,938
- Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (NY) $3.4B · 5,523
Frequently Asked Questions
How did Harvard University Tax Deferred Annuity Plan assets move in 2022? ▼
How have President & Fellows of Harvard College Harvard Human Resources, Benefi plan assets changed over time? ▼
Where does Harvard University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Harvard University Tax Deferred Annuity Plan? ▼
Next read for Harvard University Tax Deferred Annuity …
Filing takeaways
Ways to act on Harvard University Tax Deferred Annuity Plan's numbers.
- By total assets, Harvard University Tax Deferred Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- President & Fellows of Harvard College Harvard Human Resources, Benefi's sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Educational Services plans