Money Purchase · DOL Form 5500 · 2023

Harvard Management Company Inc. Money Purchase Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
101
Participants Small participant base
86th
Percentile by assets National rank
$533,876
Avg per participant High balance/head
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Official DOL plan name: Harvard Management Company Inc. Pension Plan · Sponsored by Harvard Management Company Inc. · Massachusetts · Finance & Insurance

$54M in assets, 101 participants

Harvard Management Company Inc.'s Harvard Management Company Inc. Pension Plan reported $54M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,002 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Harvard Management Company Inc. Pension Plan covers 101 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $54M.

#7,002
in Finance & Insurance (8,869 peers)
+17.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Harvard Management Company Inc. Pension Plan's outsized position by total assets

Harvard Management Company Inc. Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$53,921,432 Top 14% higher than 86% of 127,068 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 2023

Harvard Management Company Inc. Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvard Management Company Inc. Pension Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harvard Management Company Inc. Pension Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Harvard Management Company Inc. Pension Plan end-of-year assets rose from $46M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Harvard Management Company Inc. Pension Plan reported participants rose from 96 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237361259 · Harvard Management Company Inc. PY 2023 · Money Purchase

Harvard Management Company Inc. Pension Plan · $54M · 101 · 86th

  • TYPE $54M
  • NET 101
  • BOOK 86th
  • VS-ST Money Purchase
  • BOY near Gordon Feinblatt Money Purchase Pension Plan
  • SCH ind #7002

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Harvard Management Company Inc. Pension Plan in the asset neighbourhood

Carteret County General Hospital Money Purchase Pension PlanCarteret County General Hosp…$55MHarvard Management Company Inc. Pension PlanHarvard Management Company I…$54MGordon Feinblatt Money Purchase Pension PlanGordon Feinblatt Money Purch…$54MKalamazoo County Sheriff's Deputies Association Money Purchase Pension PlanKalamazoo County Sheriff's D…$54MFaith Regional Health Services Employees Retirement PlanFaith Regional Health Servic…$53M
End-of-year total assets ($M) among Harvard Management Company Inc. Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$54M
Net Income$8M
Employer EIN237361259
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harvard Management Company Inc.)

Sponsor-wide plan assets over time

All Harvard Management Company Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$116M 31.476382049162066% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.5M $116M ▲ +31.5%
Year Plans Participants Total Assets
2022 2 203 $88M
2023 2 210 $105M
2024 2 216 $116M

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Harvard Management Company Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Harvard Management Company Inc. Pension Plan, Total assets ($B): 0.053921432 · Participants: 101Harvard Management Company Inc. Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Harvard Management Company Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Harvard Management Company Inc. Pension Plan side-by-side with 3 peers →

Harvard Management Company Inc. Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Gordon Feinblatt Money Purchase Pension Plan in MD ($54M); by covered participants it is Oregon Health & Science University Foundation Pension Plan in OR (101 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Harvard Management Company Inc. Pension Plan assets move in 2023? ▼
Harvard Management Company Inc. Pension Plan grew sharply - up 17.7% during 2023, from $46M to $54M. Reported net income was $8M.
How have Harvard Management Company Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvard Management Company Inc.'s sponsor-wide assets grew 31.5%, from $88M to $116M.
Where does Harvard Management Company Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Harvard Management Company Inc. Pension Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Harvard Management Company Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Gordon Feinblatt Money Purchase Pension Plan in MD ($54M, 104 participants).
Which Money Purchase plans cover a similar participant headcount to Harvard Management Company Inc. Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Oregon Health & Science University Foundation Pension Plan in OR (101 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237361259.

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.