Defined Benefit (Pension) · DOL Form 5500 · 2022

President & Fellows of Harvard College Harvard Human Resources, Benefi Pension Plan

Data updated 2026-08-11

$1.5B
Total assets: 2,837
Participants: 99th
Percentile by assets: $533,394
Avg per participant

Official DOL plan name: Harvard University Retirement Plan · Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services

$1.5B in assets, 2,837 participants

President & Fellows of Harvard College Harvard Human Resources, Benefi's Harvard University Retirement Plan reported $1.5B in total assets and 2,837 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)
#3,983 in Educational Services (4,024 peers)

Coverage in Massachusetts

Harvard University Retirement Plan covers 2,837 participants in Massachusetts, 4.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.5B.

$1.5B
total plan assets (2022 EOY): 2,837
covered participants: 99th
percentile by assets (of 139,126 plans): $533,394
avg assets per participant

The plan reported a net loss of $423M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Massachusetts

Industry

Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Harvard University Retirement Plan reports 2,837 participants - 4.3x that state average ($1.5B EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$1.9B
Net Assets (End of Year)	$1.5B
Net Income	-$423M
Employer EIN	042103580
Plan Effective Date	1973-06-30
Filing Status	FILING RECEIVED

Sponsor Plan History (President & Fellows of Harvard College Harvard Human Resources, Benefi)

Total plan assets by year, all President & Fellows of Harvard College Harvard Human Resources, Benefi plans on file

Year	Plans	Participants	Total Assets
2022	4	39,221	$8.0B
2023	4	39,785	$9.3B
2024	4	44,472	$10.3B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Harvard University Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
N. Atlantic States Carp. Pension Fund $4.8B · 17,323
N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962

Compare Harvard University Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Harvard University Retirement Plan by total assets, not by location.

Aon Retirement Pension Plan (IL) $1.5B · 1,928
Consolidated Pension Plan of Hackensack Meridian Health (NJ) $1.5B · 7,867
Teamsters Local 639 - Employers Pension Trust Fund (DC) $1.5B · 4,100
Thomson Reuters Group Pension Plan (MN) $1.5B · 2,182

Frequently Asked Questions

How did Harvard University Retirement Plan assets move in 2022? ▼

Harvard University Retirement Plan declined sharply - down 21.8% during 2022, from $1.9B to $1.5B. Reported net income was -$423M.

How have President & Fellows of Harvard College Harvard Human Resources, Benefi plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), President & Fellows of Harvard College Harvard Human Resources, Benefi's sponsor-wide assets grew 28.1%, from $8.0B to $10.3B.

Where does Harvard University Retirement Plan rank by assets among Form 5500 filers? ▼

Harvard University Retirement Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Harvard University Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Aon Retirement Pension Plan in IL ($1.5B, 1,928 participants).

Next read for Harvard University Retirement Plan

Filing takeaways

Ways to act on Harvard University Retirement Plan's numbers.

By total assets, Harvard University Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) 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

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 042103580.