Money Purchase · DOL Form 5500 · 2023
Mcphs University Money Purchase Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 636
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $206,115
- Avg per participant Above avg balance/head
Official DOL plan name: Mcphs University Pension Plan · Sponsored by Mcphs University · Massachusetts · Educational Services
$131M in assets, 636 participants
Mcphs University's Mcphs University Pension Plan reported $131M in total assets and 636 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #3,285 in Educational Services (3,735 peers)
Where Mcphs University Pension Plan sits by assets
Mcphs University Pension Plan sits in the top 10% of all filed plans by assets, $131M for 636 participants (~$206,115/participant), up 17.9% in 2023.
- #3,285
- in Educational Services (3,735 peers)
- +17.9%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Mcphs University Pension Plan's outsized position by total assets
Mcphs University Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$131,089,242 Top 7% higher than 93% 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
Mcphs University Pension 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. Mcphs University Pension Plan sits mid-pack in the medium band (636 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Mcphs University Pension Plan reported net income rose from $14M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Mcphs University Pension Plan end-of-year assets rose from $111M in the plan year 2022 filing to $131M in the plan year 2023 filing.
- Mcphs University Pension Plan reported participants rose from 616 in the plan year 2022 filing to 636 in the plan year 2023 filing.
DOL schedule card
Filing strip 042104700 · Mcphs University PY 2023 · Money Purchase
Mcphs University Pension Plan · $131M · 636 · 93rd
- NET $131M
- BOOK 636
- VS-ST 93rd
- BOY Money Purchase
- SCH near Defined Contribution Plan for the Employees of the American Institute of Physics
- EBSA ind #3285
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 Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $20M |
| Employer EIN | 042104700 |
| Plan Effective Date | 1953-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,958 | $201M |
| 2023 | 2 | 2,287 | $238M |
| 2024 | 2 | 2,392 | $274M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Mcphs University Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Defined Contribution Plan for the Employees of the American Institute of Physics in MD ($131M); by covered participants it is Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton in PA (632 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
- Defined Contribution Plan for the Employees of the American Institute of Physics (MD) $131M · 230
- Iron Workers Local 401 Annuity Fund (PA) $129M · 995
- NECA-IBEW 177 Pension Fund (FL) $129M · 1,443
- South Central Annuity Fund (TX) $129M · 8,750
Similar participant headcount
Nearest other-state filings by covered participants (636 participants); asset peers above are excluded.
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton (PA) 632 · 4 off
- The Excelsior University Retirement Plan (NY) 643 · 7 off
- I.a.H.F.I.a.W. Local No. 32 - Annuity Fund (NJ) 628 · 8 off
- Equinor US Holdings Inc. Money Purchase Pension Plan (CT) 626 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.