Defined Benefit (Pension) · DOL Form 5500 · 2023

President & Fellows of Harvard College Harvard Human Resources, Benefi Pension Plan

Data updated 2026-08-11

$1.6B
Total assets: 2,775
Participants: 99th
Percentile by assets: $565,533
Avg per participant

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.

99th percentile by assets (of 127,072 plans)
#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.

$1.6B
total plan assets (2023 EOY): 2,775
covered participants: 99th
percentile by assets (of 127,072 plans): $565,533
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Harvard University Retirement Plan reports 2,775 participants - 4.2x that state average ($1.6B EOY assets).

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)

Total plan assets by year, all President & Fellows of Harvard College Harvard Human Resources, Benefi plans on file

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.

Harvard University Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

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

Compare Harvard University Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Harvard University Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Harvard University Retirement Plan assets move in 2023? ▼

Harvard University Retirement Plan edged up modestly - up 3.7% during 2023, from $1.5B to $1.6B. Reported net income was $56M.

How have President & Fellows of Harvard College Harvard Human Resources, Benefi plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), President & Fellows of Harvard College Harvard Human Resources, Benefi's sponsor-wide assets grew 28.1%, from $8.0B to $10.3B.

Where does Harvard University Retirement Plan rank by assets among Form 5500 filers? ▼

Harvard University Retirement Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).

Which Defined Benefit (Pension) plans are similar in size to Harvard University Retirement Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is National Integrated Group Pension Plan in PA ($1.6B, 2,291 participants).

Next read for Harvard University Retirement Plan

Filing takeaways

Ways to act on Harvard University Retirement Plan's numbers.

By total assets, Harvard University Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
President & Fellows of Harvard College Harvard Human Resources, Benefi's sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Educational Services plans

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 042103580.