Defined Benefit (Pension) · DOL Form 5500 · 2023

Houghton Mifflin Harcourt Publishing Company Pension Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
226
Participants Below avg headcount
92nd
Percentile by assets National rank
$508,165
Avg per participant High balance/head
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Official DOL plan name: Houghton Mifflin Retirement Plan · Sponsored by Houghton Mifflin Harcourt Publishing Company · Massachusetts · Information & Media

$115M in assets, 226 participants

Houghton Mifflin Harcourt Publishing Company's Houghton Mifflin Retirement Plan reported $115M in total assets and 226 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.

  • #2,488 in Information & Media (2,818 peers)

Coverage in Massachusetts

Houghton Mifflin Retirement Plan covers 226 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $115M.

#2,488
in Information & Media (2,818 peers)
+1.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Houghton Mifflin Retirement Plan's outsized position by total assets

Houghton Mifflin Retirement Plan vs every filed plan by assets

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

$114,845,211 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

Houghton Mifflin Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houghton Mifflin Retirement Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Houghton Mifflin Retirement Plan reported net income rose from -$38M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Houghton Mifflin Retirement Plan reported participants fell from 245 in the plan year 2022 filing to 226 in the plan year 2023 filing.
  • Houghton Mifflin Retirement Plan end-of-year assets rose from $113M in the plan year 2022 filing to $115M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 041456030 · Houghton Mifflin Harcourt Publishing Company PY 2023 · Defined Benefit (Pension)

Houghton Mifflin Retirement Plan · $115M · 226 · 92nd

  • SCH $115M
  • SCH 226
  • SCH 92nd
  • SCH Defined Benefit (Pension)
  • SCH near Retirement Plan for Employees of Carlisle LLC
  • SCH ind #2488

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 Information & Media retirement plans → · Plans in Massachusetts →

Houghton Mifflin Retirement Plan in the asset neighbourhood

Molex Hourly Employees' Pension PlanMolex Hourly Employees' Pens…$115MHawkeye Pension Plan$115MHoughton Mifflin Retirement PlanHoughton Mifflin Retirement …$115MRetirement Plan for Employees of Carlisle LLCRetirement Plan for Employee…$115MTreasurers and Ticket Sellers Local 751 Pension FundTreasurers and Ticket Seller…$115M
End-of-year total assets ($M) among Houghton Mifflin Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$115M
Net Income$1M
Employer EIN041456030
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houghton Mifflin Harcourt Publishing Company)

Sponsor-wide plan assets over time

All Houghton Mifflin Harcourt Publishing Company plans reported in each filing year

Latest sponsor-wide plan assets
$756M 27.715190700327806% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $592M $756M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 2,393 $592M
2023 2 2,380 $698M
2024 2 3,097 $756M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Houghton Mifflin Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Houghton Mifflin Retirement Plan, Total assets ($B): 0.114845211 · Participants: 226Houghton Mifflin Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Houghton Mifflin Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Houghton Mifflin Retirement Plan side-by-side with 3 peers →

Houghton Mifflin Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Carlisle LLC in AZ ($115M); by covered participants it is Gallo Pension Plan for Non-Union Employees in CA (226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Houghton Mifflin Retirement Plan assets move in 2023? ▼
Houghton Mifflin Retirement Plan edged up modestly - up 1.2% during 2023, from $113M to $115M. Reported net income was $1M.
How have Houghton Mifflin Harcourt Publishing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Houghton Mifflin Harcourt Publishing Company's sponsor-wide assets grew 27.7%, from $592M to $756M.
Where does Houghton Mifflin Retirement Plan rank by assets among Form 5500 filers? ▼
Houghton Mifflin Retirement 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 Defined Benefit (Pension) plans are similar in size to Houghton Mifflin Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Carlisle LLC in AZ ($115M, 277 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houghton Mifflin Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Gallo Pension Plan for Non-Union Employees in CA (226 participants, $32M 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 041456030.

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.