Defined Benefit (Pension) · DOL Form 5500 · 2022
President & Fellows of Harvard College Harvard Human Resources, Benefi Pension Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 2,837
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $533,394
- Avg per participant High balance/head
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.
- #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.
- #3,983
- in Educational Services (4,024 peers)
- -21.8%
- assets change YoY
- 15×
- vs typical plan assets (national mean)
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.
Harvard University Retirement Plan's outsized position by total assets
Harvard University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,513,237,722 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
Harvard University Retirement 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. Harvard University Retirement Plan lands in the large band (2,837 participants).
Form 5500 schedule snapshot
Filing strip 042103580 · President & Fellows of Harvard College Harvard Human Resources, Benefi PY 2022 · Defined Benefit (Pension)
Harvard University Retirement Plan · $1.5B · 2,837 · 99th
- ASSETS $1.5B
- ASSETS 2,837
- ASSETS 99th
- ASSETS Defined Benefit (Pension)
- ASSETS near Aon Retirement Pension Plan
- ASSETS ind #3983
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 Retirement Plan in the asset neighbourhood
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)
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 Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
Harvard University Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Aon Retirement Pension Plan in IL ($1.5B); by covered participants it is Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan in IN (2,837 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,837 participants); asset peers above are excluded.
- Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan (IN) 2,837 · 0 off
- General Dynamics Retirement Plan (Mission Systems) (VA) 2,834 · 3 off
- The Goodyear Tire & Rubber Company 1950 Pension Plan (OH) 2,842 · 5 off
- Tenth Amended & Restated Owens-Illinois Hourly Retirement Plan (OH) 2,844 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.