Money Purchase · DOL Form 5500 · 2022
President & Fellows of Harvard College Harvard Human Resources, Benefi Money Purchase Plan
Data updated 2026-08-11
- $1.9B
- Total assets
- 2,698
- Participants
- 99th
- Percentile by assets
- $699,822
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.9B
- total plan assets (2022 EOY)
- 2,698
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $699,822
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Retirement Income Plan for Teaching Faculty of Harvard University reports 2,698 participants - 4.1x that state average ($1.9B EOY assets).
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)
| 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.
Retirement Income Plan for Teaching Faculty of Harvard University vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Income Plan for Teaching Faculty of Harvard University by total assets, not by location.
- 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
Frequently Asked Questions
How did Retirement Income Plan for Teaching Faculty of Harvard University assets move in 2022? ▼
How have President & Fellows of Harvard College Harvard Human Resources, Benefi plan assets changed over time? ▼
Where does Retirement Income Plan for Teaching Faculty of Harvard University rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Retirement Income Plan for Teaching Faculty of Harvard University's numbers.
- By total assets, Retirement Income Plan for Teaching Faculty of Harvard University ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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