Other · DOL Form 5500 · 2022
President & Fellows of Harvard College Harvard Human Resources, Benefi Retirement Plan
Data updated 2026-08-25
- $3.2B
- Total assets Very large vs avg
- 21,269
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $148,687
- Avg per participant Above avg balance/head
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.
- #4,005 in Educational Services (4,024 peers)
Coverage in Massachusetts
Harvard University Tax Deferred Annuity Plan covers 21,269 participants in Massachusetts, 32x the typical Massachusetts plan (state average ~659 per filing). Assets: $3.2B.
- #4,005
- in Educational Services (4,024 peers)
- -10.7%
- assets change YoY
- 32×
- vs typical plan assets (national mean)
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.
Harvard University Tax Deferred Annuity Plan's outsized position by total assets
Harvard University Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,162,431,633 Highest reported value at or above every one 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
Harvard University Tax Deferred Annuity Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvard University Tax Deferred Annuity Plan is a mega filing (21,269 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 042103580 · President & Fellows of Harvard College Harvard Human Resources, Benefi PY 2022 · Other
Harvard University Tax Deferred Annuity Plan · $3.2B · 21,269 · 100th
- 5500 $3.2B
- 5500 21,269
- 5500 100th
- 5500 Other
- 5500 near The University of Chicago Contributory Retirement Plan
- 5500 ind #4005
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 Educational Services retirement plans → · Plans in Massachusetts →
Harvard University Tax Deferred Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All President & Fellows of Harvard College Harvard Human Resources, Benefi plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.3B 28.115920433204305% vs 2022
- 2024 filing year
| 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.
- 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 (0.026% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.023% of 93,925,755 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)
Harvard University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The University of Chicago Contributory Retirement Plan in IL ($3.1B); by covered participants it is Mclaren Employees' 403(b) Retirement Plan in MI (21,255 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.2B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (21,269 participants); asset peers above are excluded.
- Mclaren Employees' 403(b) Retirement Plan (MI) 21,255 · 14 off
- Prisma Health 401(a) Plan (SC) 21,288 · 19 off
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) 21,353 · 84 off
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan (NY) 21,395 · 126 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.