Other · DOL Form 5500 · 2022

Mcphs University Retirement Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
1,342
Participants Near avg headcount
92nd
Percentile by assets National rank
$67,222
Avg per participant Below avg balance/head
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Official DOL plan name: Mcphs University Tax Deferred Annuity Plan · Sponsored by Mcphs University · Massachusetts · Educational Services

$90M in assets, 1,342 participants

Mcphs University's Mcphs University Tax Deferred Annuity Plan reported $90M in total assets and 1,342 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,461 in Educational Services (4,024 peers)

Coverage in Massachusetts

Mcphs University Tax Deferred Annuity Plan covers 1,342 participants in Massachusetts, 2.0x the typical Massachusetts plan (state average ~659 per filing). Assets: $90M.

#3,461
in Educational Services (4,024 peers)
-10.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mcphs University Tax Deferred Annuity Plan's outsized position by total assets

Mcphs University Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$90,211,740 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Mcphs University Tax Deferred Annuity Plan'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. Mcphs University Tax Deferred Annuity Plan lands in the large band (1,342 participants).

DOL schedule card

Filing strip 042104700 · Mcphs University PY 2022 · Other

Mcphs University Tax Deferred Annuity Plan · $90M · 1,342 · 92nd

  • ASSETS $90M
  • ASSETS 1,342
  • ASSETS 92nd
  • ASSETS Other
  • ASSETS near The Monterey Bay Aquarium Retirement Plan
  • ASSETS ind #3461

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 →

Mcphs University Tax Deferred Annuity Plan in the asset neighbourhood

Bellarmine University Defined Contribution PlanBellarmine University Define…$91MMcphs University Tax Deferred Annuity PlanMcphs University Tax Deferre…$90MThe Monterey Bay Aquarium Retirement PlanThe Monterey Bay Aquarium Re…$90MDes Moines University Defined Contribution 403(b) PlanDes Moines University Define…$90MThompson Health 403b Plan$90M
End-of-year total assets ($M) among Mcphs University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$90M
Net Income-$11M
Employer EIN042104700
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcphs University)

Sponsor-wide plan assets over time

All Mcphs University plans reported in each filing year

Latest sponsor-wide plan assets
$274M 36.2980882113871% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $201M $274M ▲ +36.3%
Year Plans Participants Total Assets
2022 2 1,958 $201M
2023 2 2,287 $238M
2024 2 2,392 $274M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Mcphs University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -1012345 Total assets ($B) Participants Mcphs University Tax Deferred Annuity Plan, Total assets ($B): 0.09021174 · Participants: 1342Mcphs University Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Mcphs University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Mcphs University Tax Deferred Annuity Plan side-by-side with 3 peers →

Mcphs University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Monterey Bay Aquarium Retirement Plan in CA ($90M); by covered participants it is Point Loma Nazarene University Retirement Plan in CA (1,339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,342 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mcphs University Tax Deferred Annuity Plan assets move in 2022? ▼
Mcphs University Tax Deferred Annuity Plan pulled back noticeably - down 10.6% during 2022, from $101M to $90M. Reported net income was -$11M.
How have Mcphs University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcphs University's sponsor-wide assets grew 36.3%, from $201M to $274M.
Where does Mcphs University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Mcphs University Tax Deferred Annuity Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Mcphs University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Monterey Bay Aquarium Retirement Plan in CA ($90M, 439 participants).
Which Other plans cover a similar participant headcount to Mcphs University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Point Loma Nazarene University Retirement Plan in CA (1,339 participants, $131M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042104700.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.