Defined Benefit (Pension) · DOL Form 5500 · 2022

Massachusetts Teachers Association Pension Plan

Data updated 2026-08-25

$223M
Total assets Near avg plan size
142
Participants Small participant base
96th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Massachusetts Teachers Association Retirement Plan · Sponsored by Massachusetts Teachers Association · Massachusetts · Educational Services

$223M in assets, 142 participants

Massachusetts Teachers Association's Massachusetts Teachers Association Retirement Plan reported $223M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,759 in Educational Services (4,024 peers)

Coverage in Massachusetts

Massachusetts Teachers Association Retirement Plan covers 142 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $223M.

#3,759
in Educational Services (4,024 peers)
+1.6%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Massachusetts Teachers Association Retirement Plan's outsized position by total assets

Massachusetts Teachers Association Retirement Plan vs every filed plan by assets

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

$222,894,070 Top 4% higher than 96% 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

Massachusetts Teachers Association Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Teachers Association Retirement Plan sits mid-pack in the medium band (142 participants).

Form 5500 schedule snapshot

Filing strip 041591200 · Massachusetts Teachers Association PY 2022 · Defined Benefit (Pension)

Massachusetts Teachers Association Retirement Plan · $223M · 142 · 96th

  • IND $223M
  • IND 142
  • IND 96th
  • IND Defined Benefit (Pension)
  • IND near Pacificorp/IBEW Local 57 Retirement Trust Fund
  • IND ind #3759

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 →

Massachusetts Teachers Association Retirement Plan in the asset neighbourhood

NECA Local 145 IBEW Pension FundNECA Local 145 IBEW Pension …$223MGwinnett Hospital System, Inc. Retirement PlanGwinnett Hospital System, In…$223MMinnesota Teamsters Construction Division Pension FundMinnesota Teamsters Construc…$223MMassachusetts Teachers Association Retirement PlanMassachusetts Teachers Assoc…$223MPacificorp/IBEW Local 57 Retirement Trust FundPacificorp/IBEW Local 57 Ret…$223M
End-of-year total assets ($M) among Massachusetts Teachers Association Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$219M
Net Assets (End of Year)$223M
Net Income$4M
Employer EIN041591200
Plan Effective Date1967-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Massachusetts Teachers Association)

Sponsor-wide plan assets over time

All Massachusetts Teachers Association plans reported in each filing year

Latest sponsor-wide plan assets
$262M 10.124152512940407% vs 2022
2024 filing year
$230M$240M$250M$260M$270M 202220232024 $238M $262M ▲ +10.1%
Year Plans Participants Total Assets
2022 2 303 $238M
2023 2 301 $247M
2024 2 310 $262M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Massachusetts Teachers Association Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Massachusetts Teachers Association Retirement Plan, Total assets ($B): 0.22289407 · Participants: 142Massachusetts Teachers Association Retirement PlanConsolidated 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
Massachusetts Teachers Association Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Massachusetts Teachers Association Retirement Plan side-by-side with 3 peers →

Massachusetts Teachers Association Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Pacificorp/IBEW Local 57 Retirement Trust Fund in CA ($223M); by covered participants it is Oberg Industries, Inc. Defined Benefit Pension Plan in PA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Massachusetts Teachers Association Retirement Plan assets move in 2022? ▼
Massachusetts Teachers Association Retirement Plan edged up modestly - up 1.6% during 2022, from $219M to $223M. Reported net income was $4M.
How have Massachusetts Teachers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massachusetts Teachers Association's sponsor-wide assets grew 10.1%, from $238M to $262M.
Where does Massachusetts Teachers Association Retirement Plan rank by assets among Form 5500 filers? ▼
Massachusetts Teachers Association Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Massachusetts Teachers Association Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pacificorp/IBEW Local 57 Retirement Trust Fund in CA ($223M, 970 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Massachusetts Teachers Association Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Oberg Industries, Inc. Defined Benefit Pension Plan in PA (142 participants, $11M 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 041591200.

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.