Mcphs University Pension Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Mcphs University · Massachusetts · Educational Services
What the 2023 filing shows
Mcphs University Pension Plan holds $111M for 616 participants - about $180,479 per participant, up 14.9% over the 2022 plan year.
- $111M
- total plan assets (2022 EOY)
- 616
- covered participants
- $180,479
- avg assets per participant
- +14.9%
- assets growth YoY
What the Filing Says About Mcphs University Pension Plan
Mcphs University Pension Plan is a Money Purchase retirement plan sponsored by Mcphs University, headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $111M in total end-of-year assets and covers 616 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042104700, and the plan has been effective since 1953-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $97M at the beginning of 2022 to $111M at year-end — a gain of 14.9%. Net assets (after liabilities) closed the year at $111M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $97M |
| Total Assets (End of Year) | $111M |
| Net Assets (End of Year) | $111M |
| Net Income | $14M |
| Plan Type | Money Purchase |
| Employer EIN | 042104700 |
| Plan Effective Date | 1953-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mcphs University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,958 | $201M |
| 2023 | 2 | 2,287 | $238M |
| 2024 | 2 | 2,392 | $274M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Related Data
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Frequently Asked Questions
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.