Other · DOL Form 5500 · 2023

Mcphs University Retirement Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
1,651
Participants Near avg headcount
92nd
Percentile by assets National rank
$64,777
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mcphs University Tax Deferred Annuity Plan · Sponsored by Mcphs University · Massachusetts · Educational Services

$107M in assets, 1,651 participants

Mcphs University's Mcphs University Tax Deferred Annuity Plan reported $107M in total assets and 1,651 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,199 in Educational Services (3,735 peers)

Coverage in Massachusetts

Mcphs University Tax Deferred Annuity Plan covers 1,651 participants in Massachusetts, 2.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $107M.

#3,199
in Educational Services (3,735 peers)
+18.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

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

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

$106,947,155 Top 8% higher than 92% 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

Mcphs University Tax Deferred Annuity 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. Mcphs University Tax Deferred Annuity Plan lands in the large band (1,651 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mcphs University Tax Deferred Annuity Plan reported net income rose from -$11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Mcphs University Tax Deferred Annuity Plan reported participants rose from 1,342 in the plan year 2022 filing to 1,651 in the plan year 2023 filing.
  • Mcphs University Tax Deferred Annuity Plan end-of-year assets rose from $90M in the plan year 2022 filing to $107M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042104700 · Mcphs University PY 2023 · Other

Mcphs University Tax Deferred Annuity Plan · $107M · 1,651 · 92nd

  • PCT $107M
  • EIN 1,651
  • RANK 92nd
  • PHOTO Other
  • IND near Seattle Pacific University Defined Contribution Retirement Plan
  • EOY ind #3199

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 →

Mcphs University Tax Deferred Annuity Plan in the asset neighbourhood

Kingman Regional Medical Center Employee Retirement PlanKingman Regional Medical Cen…$107MSeattle Pacific University Defined Contribution Retirement PlanSeattle Pacific University D…$107MMcphs University Tax Deferred Annuity PlanMcphs University Tax Deferre…$107MTexas Association of School Boards, Inc. Retirement PlanTexas Association of School …$107MAppalachian Regional Healthcare System 403(b) Retirement Savings PlanAppalachian Regional Healthc…$107M
End-of-year total assets ($M) among Mcphs 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)$90M
Net Assets (End of Year)$107M
Net Income$17M
Employer EIN042104700
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcphs University)

Sponsor-wide plan assets over time

All Mcphs University plans reported in each filing year

Latest sponsor-wide plan assets
$274M 36.2980882113871% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $201M $274M ▲ +36.3%
Year Plans Participants Total Assets
2022 2 1,958 $201M
2023 2 2,287 $238M
2024 2 2,392 $274M

Nearby Other Plans in Massachusetts

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

Mcphs University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 -20246 Total assets ($B) Participants Mcphs University Tax Deferred Annuity Plan, Total assets ($B): 0.106947155 · Participants: 1651Mcphs University Tax Deferred Annuity PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred 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 Plan
Mcphs University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Mcphs University Tax Deferred Annuity Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Other by assets is Seattle Pacific University Defined Contribution Retirement Plan in WA ($107M); by covered participants it is Bristol Hospital & Health Care Group 403(b) Plan in CT (1,650 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,651 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 Mcphs University Tax Deferred Annuity Plan assets move in 2023? ▼
Mcphs University Tax Deferred Annuity Plan grew sharply - up 18.6% during 2023, from $90M to $107M. Reported net income was $17M.
How have Mcphs University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcphs University's sponsor-wide assets grew 36.3%, from $201M to $274M.
Where does Mcphs University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Mcphs University Tax Deferred Annuity Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Mcphs University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Seattle Pacific University Defined Contribution Retirement Plan in WA ($107M, 398 participants).
Which Other plans cover a similar participant headcount to Mcphs University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Bristol Hospital & Health Care Group 403(b) Plan in CT (1,650 participants, $76M 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 042104700.

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.