Defined Benefit (Pension) · DOL Form 5500 · 2022

Harvard Club of Boston Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
49
Participants Small participant base
61st
Percentile by assets National rank
$167,555
Avg per participant Above avg balance/head
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Official DOL plan name: Harvard Club of Boston Retirement Plan for Employees · Sponsored by Harvard Club of Boston · Massachusetts · Other Services

$8M in assets, 49 participants

Harvard Club of Boston's Harvard Club of Boston Retirement Plan for Employees reported $8M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,470 in Other Services (8,398 peers)

Harvard Club of Boston multi-year trail

Harvard Club of Boston's plans moved -50.0% in assets from 2022 to 2024; this filing shows Harvard Club of Boston Retirement Plan for Employees at $8M / 49 participants.

#6,470
in Other Services (8,398 peers)
+2.2%
assets growth YoY

Harvard Club of Boston Retirement Plan for Employees's mid-pack asset rank among Other Services and all filers

Harvard Club of Boston Retirement Plan for Employees vs every filed plan by assets

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

$8,210,173 Top 39% higher than 61% 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

Harvard Club of Boston Retirement Plan for Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvard Club of Boston Retirement Plan for Employees is a small filing (49 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 041423320 · Harvard Club of Boston PY 2022 · Defined Benefit (Pension)

Harvard Club of Boston Retirement Plan for Employees · $8M · 49 · 61st

  • PART $8M
  • PART 49
  • PART 61st
  • PART Defined Benefit (Pension)
  • PART near The Jeph Pension Plan
  • PART ind #6470

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 Other Services retirement plans → · Plans in Massachusetts →

Harvard Club of Boston Retirement Plan for Employees in the asset neighbourhood

Harvard Club of Boston Retirement Plan for EmployeesHarvard Club of Boston Retir…$8MThe Jeph Pension Plan$8MAlaska Heart Institute, LLC Cash Balance PlanAlaska Heart Institute, LLC …$8MInformation Alliance Pension PlanInformation Alliance Pension…$8MAmended Employees' Pension and Investment Plan of the Hunt Corporation and Related CompaniesAmended Employees' Pension a…$8M
End-of-year total assets ($M) among Harvard Club of Boston Retirement Plan for Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Harvard Club of Boston multi-year asset trail

Sponsor-wide plan assets over time

All Harvard Club of Boston plans reported in each filing year

Latest sponsor-wide plan assets
$6M 49.95189598739822% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $11.9M $5.95M ▼ -50.0%
Year Plans Participants Total Assets
2022 3 147 $12M
2023 3 211 $4M
2024 2 130 $6M

Harvard Club of Boston filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$174K
Employer EIN041423320
Plan Effective Date1957-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Harvard Club of Boston Retirement Plan for Employees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Harvard Club of Boston Retirement Plan for Employees, Total assets ($B): 0.008210173 · Participants: 49Harvard Club of Boston Retirement Plan for EmployeesConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Harvard Club of Boston Retirement Plan for Employees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Harvard Club of Boston Retirement Plan for Employees side-by-side with 3 peers →

Harvard Club of Boston Retirement Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is The Jeph Pension Plan in NY ($8M); by covered participants it is The Day Publishing Company Trusteed Pension Plan in CT (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Harvard Club of Boston Retirement Plan for Employees assets move in 2022? ▼
Harvard Club of Boston Retirement Plan for Employees edged up modestly - up 2.2% during 2022, from $8M to $8M. Reported net income was $174K.
How have Harvard Club of Boston plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvard Club of Boston's sponsor-wide assets declined 50.0%, from $12M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Harvard Club of Boston Retirement Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Jeph Pension Plan in NY ($8M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Harvard Club of Boston Retirement Plan for Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Day Publishing Company Trusteed Pension Plan in CT (49 participants, $15M 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 041423320.

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.