Defined Benefit (Pension) · DOL Form 5500 · 2023
President & Fellows of Harvard College Harvard Human Resources, Benefi Pension Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 2,775
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $565,533
- Avg per participant High balance/head
Official DOL plan name: Harvard University Retirement Plan · Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services
$1.6B in assets, 2,775 participants
President & Fellows of Harvard College Harvard Human Resources, Benefi's Harvard University Retirement Plan reported $1.6B in total assets and 2,775 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #3,686 in Educational Services (3,735 peers)
Coverage in Massachusetts
Harvard University Retirement Plan covers 2,775 participants in Massachusetts, 4.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.6B.
- #3,686
- in Educational Services (3,735 peers)
- +3.7%
- assets growth YoY
- 16×
- vs typical plan assets (national mean)
Harvard University Retirement Plan's outsized position by total assets
Harvard University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,569,353,788 Top 1% higher than 99% 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
Harvard University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvard University Retirement Plan lands in the large band (2,775 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harvard University Retirement Plan reported net income rose from -$423M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Harvard University Retirement Plan end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.
- Harvard University Retirement Plan reported participants fell from 2,837 in the plan year 2022 filing to 2,775 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042103580 · President & Fellows of Harvard College Harvard Human Resources, Benefi PY 2023 · Defined Benefit (Pension)
Harvard University Retirement Plan · $1.6B · 2,775 · 99th
- RANK $1.6B
- RANK 2,775
- RANK 99th
- RANK Defined Benefit (Pension)
- RANK near National Integrated Group Pension Plan
- RANK ind #3686
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 →
Harvard University Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | $56M |
| Employer EIN | 042103580 |
| Plan Effective Date | 1973-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (President & Fellows of Harvard College Harvard Human Resources, Benefi)
Sponsor-wide plan assets over time
All President & Fellows of Harvard College Harvard Human Resources, Benefi plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.3B 28.115920433204305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 39,221 | $8.0B |
| 2023 | 4 | 39,785 | $9.3B |
| 2024 | 4 | 44,472 | $10.3B |
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
Harvard University Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is National Integrated Group Pension Plan in PA ($1.6B); by covered participants it is Group Retirement Income Plan No. 10 in IL (2,779 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- National Integrated Group Pension Plan (PA) $1.6B · 2,291
- The Cultural Institutions Pension Plan (NY) $1.6B · 6,665
- Thomson Reuters Group Pension Plan (MN) $1.6B · 1,889
- Bosch Pension Plan (MI) $1.6B · 3,546
Similar participant headcount
Nearest other-state filings by covered participants (2,775 participants); asset peers above are excluded.
- Group Retirement Income Plan No. 10 (IL) 2,779 · 4 off
- Scana Corporation Retirement Plan (VA) 2,781 · 6 off
- Blue Shield of California Employees Retirement Plan (CA) 2,766 · 9 off
- Ufcw Local 23 & Giant Eagle Pension Fund (PA) 2,763 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.