Other · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$3.8B
Total assets Very large vs avg
21,064
Participants Very large workforce
100th
Percentile by assets National rank
$178,772
Avg per participant Above avg balance/head
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Official DOL plan name: Harvard University Tax Deferred Annuity Plan · Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services

$3.8B in assets, 21,064 participants

President & Fellows of Harvard College Harvard Human Resources, Benefi's Harvard University Tax Deferred Annuity Plan reported $3.8B in total assets and 21,064 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,716 in Educational Services (3,735 peers)

Coverage in Massachusetts

Harvard University Tax Deferred Annuity Plan covers 21,064 participants in Massachusetts, 32x the typical Massachusetts plan (state average ~659 per filing). Assets: $3.8B.

#3,716
in Educational Services (3,735 peers)
+19.1%
assets growth YoY
38×
vs typical plan assets (national mean)

Harvard University Tax Deferred Annuity Plan's outsized position by total assets

Harvard University Tax Deferred Annuity Plan vs every filed plan by assets

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

$3,765,660,720 Highest reported value at or above every one 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 University Tax Deferred Annuity Plan's mega-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 Tax Deferred Annuity Plan is a mega filing (21,064 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Harvard University Tax Deferred Annuity Plan reported net income rose from -$378M in the plan year 2022 filing to $603M in the plan year 2023 filing.
  • Harvard University Tax Deferred Annuity Plan end-of-year assets rose from $3.2B in the plan year 2022 filing to $3.8B in the plan year 2023 filing.
  • Harvard University Tax Deferred Annuity Plan reported participants fell from 21,269 in the plan year 2022 filing to 21,064 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042103580 · President & Fellows of Harvard College Harvard Human Resources, Benefi PY 2023 · Other

Harvard University Tax Deferred Annuity Plan · $3.8B · 21,064 · 100th

  • 5500 $3.8B
  • ASSETS 21,064
  • PCT 100th
  • EIN Other
  • RANK near Montefiore Medical Center 403(b) Plan
  • PHOTO ind #3716

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 Tax Deferred Annuity Plan in the asset neighbourhood

Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and AdministrationNyu Grossman School of Medic…$4.0BNorthwestern University Retirement PlanNorthwestern University Reti…$4.0BMontefiore Medical Center 403(b) PlanMontefiore Medical Center 40…$3.9BHarvard University Tax Deferred Annuity PlanHarvard University Tax Defer…$3.8BThe University of Chicago Contributory Retirement PlanThe University of Chicago Co…$3.5B
End-of-year total assets ($B) among Harvard University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3.2B
Net Assets (End of Year)$3.8B
Net Income$603M
Employer EIN042103580
Plan Effective Date1974-01-01
Filing StatusFILING 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
$7B$8B$9B$10B$11B 202220232024 $8.02B $10.3B ▲ +28.1%
Year Plans Participants Total Assets
2022 4 39,221 $8.0B
2023 4 39,785 $9.3B
2024 4 44,472 $10.3B

Nearby Other Plans in Massachusetts

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

Harvard University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 500010000150002000025000 12345 Total assets ($B) Participants Harvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanBoston University Retirement Plan, Total assets ($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 PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.56426497 · Participants: 12651Boston University Supplemental Retirement and Savings Plan
Harvard University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Harvard University Tax Deferred Annuity Plan side-by-side with 3 peers →

Scale composition for Harvard University Tax Deferred Annuity Plan

Harvard University Tax Deferred Annuity Plan reports $3.8B in end-of-year assets across 21,064 participants (0.031% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $178,772 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $603M.

This plan identity (EIN 042103580, plan #006) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.2B to $4.3B (+36.0%) while covered participants moved from 21,269 to 24,395 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 21,269 $3.2B Open filing
2023 21,064 $3.8B This page
2024 · index core 24,395 $4.3B Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

Harvard University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Montefiore Medical Center 403(b) Plan in NY ($3.9B); by covered participants it is Carpenters & Joiners Defined Contribution Plan in MN (21,043 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21,064 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 Harvard University Tax Deferred Annuity Plan assets move in 2023? ▼
Harvard University Tax Deferred Annuity Plan grew sharply - up 19.1% during 2023, from $3.2B to $3.8B. Reported net income was $603M.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Harvard University Tax Deferred Annuity Plan ranks in the 100th 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 Other plans are similar in size to Harvard University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Montefiore Medical Center 403(b) Plan in NY ($3.9B, 16,736 participants).
Which Other plans cover a similar participant headcount to Harvard University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Carpenters & Joiners Defined Contribution Plan in MN (21,043 participants, $719M 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 042103580.

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.