Defined Benefit (Pension) · DOL Form 5500 · 2023
Massachusetts Bay Transportation Authority Retirement Fund Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan · Sponsored by Massachusetts Bay Transportation Authority Retirement Fund · Massachusetts · Finance & Insurance
$9M in assets, 8 participants
Massachusetts Bay Transportation Authority Retirement Fund's Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan reported $9M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,694 in Finance & Insurance (8,869 peers)
Massachusetts Bay Transportation Authority Retirement Fund multi-year trail
Massachusetts Bay Transportation Authority Retirement Fund's plans moved +23.8% in assets from 2022 to 2024; this filing shows Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan at $9M / 8 participants.
- #3,694
- in Finance & Insurance (8,869 peers)
- +13.2%
- assets growth YoY
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,276,521 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan reported participants fell from 11 in the plan year 2022 filing to 8 in the plan year 2023 filing.
- Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042460287 · Massachusetts Bay Transportation Authority Retirement Fund PY 2023 · Defined Benefit (Pension)
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan · $9M · 8 · 57th
- VS-ST $9M
- BOY 8
- SCH 57th
- EBSA Defined Benefit (Pension)
- PART near Rcm Industries, Inc. Defined Benefit Pension Plan
- TYPE ind #3694
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 →
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan in the asset neighbourhood
Massachusetts Bay Transportation Authority Retirement Fund multi-year asset trail
Sponsor-wide plan assets over time
All Massachusetts Bay Transportation Authority Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 23.765375906471338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $8M |
| 2023 | 1 | 8 | $9M |
| 2024 | 1 | 9 | $10M |
Massachusetts Bay Transportation Authority Retirement Fund filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 042460287 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Rcm Industries, Inc. Defined Benefit Pension Plan in IL ($9M); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
- R. Ward & Associates, Inc. Cash Balance Plan (MO) 8 · 0 off
- Anna Lu Dmd Apc Cash Balance Plan (CA) 8 · 0 off
- Mbm-Cfius Church Plan (NY) 8 · 0 off
- Perrarus Group LLC Defined Benefit Pension Plan (CA) 8 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.