Defined Benefit (Pension) · DOL Form 5500 · 2023

Houghton Mifflin Harcourt Publishing Company Pension Plan

Data updated 2026-08-11

$115M
Total assets
226
Participants
92nd
Percentile by assets
$508,165
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$115M
total plan assets (2023 EOY)
226
covered participants
92nd
percentile by assets (of 127,072 plans)
$508,165
avg assets per participant

Where Houghton Mifflin Retirement Plan sits 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 $2,010,000,000 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

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 →

State
Massachusetts
Industry
Information & Media

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Houghton Mifflin Retirement Plan reports 226 participants - about 34% of that state average ($115M EOY assets).

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)

$550M$600M$650M$700M$750M$800M 202220232024 $592M $756M ▲ +27.7%
Total plan assets by year, all Houghton Mifflin Harcourt Publishing Company plans on file
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 ($B) Participants Houghton Mifflin Ret…, Total assets ($B): 0.114845211 · Participants: 226Houghton Mifflin Ret…Consolidated Cash Ba…, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Ba…New England Teamster…, Total assets ($B): 9.092299586 · Participants: 21786New England Teamster…Liberty Mutual Retir…, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retir…Massachusetts Instit…, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Instit…N. Atlantic States C…, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States C…
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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

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

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).

Next read for Houghton Mifflin Retirement Plan

Filing takeaways

Ways to act on Houghton Mifflin Retirement Plan's numbers.

  • By total assets, Houghton Mifflin Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
  • Houghton Mifflin Harcourt Publishing Company's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Information & Media 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 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.