Other · DOL Form 5500 · 2023

Harvard Management Company Inc. Retirement Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
109
Participants Small participant base
86th
Percentile by assets National rank
$464,658
Avg per participant High balance/head
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Official DOL plan name: The Harvard Management Company 403(b) Tax-Deferred Annuity Plan · Sponsored by Harvard Management Company Inc. · Massachusetts · Finance & Insurance

$51M in assets, 109 participants

Harvard Management Company Inc.'s The Harvard Management Company 403(b) Tax-Deferred Annuity Plan reported $51M in total assets and 109 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.

  • #6,912 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan covers 109 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $51M.

#6,912
in Finance & Insurance (8,869 peers)
+18.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan's outsized position by total assets

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs every filed plan by assets

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

$50,647,683 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

The Harvard Management Company 403(b) Tax-Deferred Annuity 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. The Harvard Management Company 403(b) Tax-Deferred Annuity Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Harvard Management Company 403(b) Tax-Deferred Annuity Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Harvard Management Company 403(b) Tax-Deferred Annuity Plan end-of-year assets rose from $43M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • The Harvard Management Company 403(b) Tax-Deferred Annuity Plan reported participants rose from 107 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237361259 · Harvard Management Company Inc. PY 2023 · Other

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan · $51M · 109 · 86th

  • PCT $51M
  • PCT 109
  • PCT 86th
  • PCT Other
  • PCT near Prairie Lakes Healthcare System 403(b) Plan
  • PCT ind #6912

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 →

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan in the asset neighbourhood

The Harvard Management Company 403(b) Tax-Deferred Annuity PlanThe Harvard Management Compa…$51MPrairie Lakes Healthcare System 403(b) PlanPrairie Lakes Healthcare Sys…$51MOzarks Healthcare 403(b) Plan$51MSan Francisco University High School Defined Contribution Retirement PlanSan Francisco University Hig…$51MChicago Horticultural Society 403(b) Retirement PlanChicago Horticultural Societ…$51M
End-of-year total assets ($M) among The Harvard Management Company 403(b) Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$51M
Net Income$8M
Employer EIN237361259
Plan Effective Date1978-07-01
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 Other Plans in Massachusetts

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

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Harvard Management Company 403(b) Tax-Deferred Annuity Plan, Total assets ($B): 0.050647683 · Participants: 109The Harvard Management Company 403(b) Tax-Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Harvard Management Company 403(b) Tax-Deferred Annuity Plan side-by-side with 3 peers →

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Prairie Lakes Healthcare System 403(b) Plan in SD ($51M); by covered participants it is The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan in IN (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

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 The Harvard Management Company 403(b) Tax-Deferred Annuity Plan assets move in 2023? ▼
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan grew sharply - up 18.7% during 2023, from $43M to $51M. 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 The Harvard Management Company 403(b) Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The Harvard Management Company 403(b) Tax-Deferred Annuity 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 Other plans are similar in size to The Harvard Management Company 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Prairie Lakes Healthcare System 403(b) Plan in SD ($51M, 647 participants).
Which Other plans cover a similar participant headcount to The Harvard Management Company 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is The Fort Wayne Rescue Mission Ministries Inc. 403(b) Plan in IN (109 participants, $3M 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.