Other · DOL Form 5500 · 2023
The May Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 1,744
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $42,912
- Avg per participant Low balance/head
Official DOL plan name: May Institute, Inc. Defined Contribution Retirement Plan · Sponsored by The May Institute, Inc. · Massachusetts · Healthcare & Social Assistance
$75M in assets, 1,744 participants
The May Institute, Inc.'s May Institute, Inc. Defined Contribution Retirement Plan reported $75M in total assets and 1,744 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #16,036 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
May Institute, Inc. Defined Contribution Retirement Plan covers 1,744 participants in Massachusetts, 2.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $75M.
- #16,036
- in Healthcare & Social Assistance (17,684 peers)
- +17.1%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
May Institute, Inc. Defined Contribution Retirement Plan's outsized position by total assets
May Institute, Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$74,838,473 Top 11% higher than 89% 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
May Institute, Inc. Defined Contribution 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. May Institute, Inc. Defined Contribution Retirement Plan lands in the large band (1,744 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- May Institute, Inc. Defined Contribution Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- May Institute, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $64M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- May Institute, Inc. Defined Contribution Retirement Plan reported participants fell from 1,761 in the plan year 2022 filing to 1,744 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042197449 · The May Institute, Inc. PY 2023 · Other
May Institute, Inc. Defined Contribution Retirement Plan · $75M · 1,744 · 89th
- EIN $75M
- RANK 1,744
- PHOTO 89th
- IND Other
- EOY near Virginia Association of Independent Schools Multiple Employer Plan
- 5500 ind #16036
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
May Institute, Inc. Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $11M |
| Employer EIN | 042197449 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The May Institute, Inc.)
Sponsor-wide plan assets over time
All The May Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 33.027548229582656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,761 | $64M |
| 2023 | 1 | 1,744 | $75M |
| 2024 | 1 | 1,763 | $85M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
May Institute, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Virginia Association of Independent Schools Multiple Employer Plan in VA ($75M); by covered participants it is Employees Supplemental Retirement Plan C in OH (1,743 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Virginia Association of Independent Schools Multiple Employer Plan (VA) $75M · 455
- Pressley Ridge Retirement Plan (PA) $75M · 1,037
- Saint Vincent Retirement Plan (PA) $75M · 327
- Flint Hill 403(b) DC and Tda Plan (VA) $75M · 228
Similar participant headcount
Nearest other-state filings by covered participants (1,744 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.