Money Purchase · DOL Form 5500 · 2022
President & Fellows of Harvard College Harvard Human Resources, Benefi Money Purchase Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 2,698
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $699,822
- Avg per participant High balance/head
Official DOL plan name: Retirement Income Plan for Teaching Faculty of Harvard University · Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services
$1.9B in assets, 2,698 participants
President & Fellows of Harvard College Harvard Human Resources, Benefi's Retirement Income Plan for Teaching Faculty of Harvard University reported $1.9B in total assets and 2,698 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,990 in Educational Services (4,024 peers)
Coverage in Massachusetts
Retirement Income Plan for Teaching Faculty of Harvard University covers 2,698 participants in Massachusetts, 4.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.9B.
- #3,990
- in Educational Services (4,024 peers)
- -13.4%
- assets change YoY
- 19×
- vs typical plan assets (national mean)
The plan reported a net loss of $293M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Income Plan for Teaching Faculty of Harvard University's outsized position by total assets
Retirement Income Plan for Teaching Faculty of Harvard University vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,888,120,121 Top 1% higher than 99% 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
Retirement Income Plan for Teaching Faculty of Harvard University'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. Retirement Income Plan for Teaching Faculty of Harvard University lands in the large band (2,698 participants).
Plan-year Form 5500 strip
Filing strip 042103580 · President & Fellows of Harvard College Harvard Human Resources, Benefi PY 2022 · Money Purchase
Retirement Income Plan for Teaching Faculty of Harvard University · $1.9B · 2,698 · 99th
- TYPE $1.9B
- NET 2,698
- BOOK 99th
- VS-ST Money Purchase
- BOY near UPS/Ipa Defined Contribution Money Purchase Pension Plan
- SCH ind #3990
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 →
Retirement Income Plan for Teaching Faculty of Harvard University in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$293M |
| Employer EIN | 042103580 |
| Plan Effective Date | 1973-07-01 |
| 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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- 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
- Tufts University Basic Retirement Plan $819M · 7,042
Retirement Income Plan for Teaching Faculty of Harvard University's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is UPS/Ipa Defined Contribution Money Purchase Pension Plan in KY ($1.9B); by covered participants it is Southern California Bricklayers Pension Fund in CA (2,697 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) $1.9B · 2,162
- International Brotherhood of Electrical Workers District No.9 Pension Plan (OR) $1.9B · 27,536
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan (CA) $2.0B · 22,792
- Southern Electrical Retirement Fund (TN) $1.7B · 10,582
Similar participant headcount
Nearest other-state filings by covered participants (2,698 participants); asset peers above are excluded.
- Southern California Bricklayers Pension Fund (CA) 2,697 · 1 off
- NECA-IBEW Local 176 Pension Trust Fund (IL) 2,741 · 43 off
- Iatse Local 8 Annuity Fund (PA) 2,640 · 58 off
- Pavers & Road Builders DC Annuity Fund (NY) 2,766 · 68 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.