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
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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

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 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.

See the national 2022→2023 release diff →

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

Defined Contribution Plan for the Employees of the American Institute of PhysicsDefined Contribution Plan fo…$131MMcphs University Pension Plan$131MIron Workers Local 401 Annuity FundIron Workers Local 401 Annui…$129MNECA-IBEW 177 Pension Fund$129MSouth Central Annuity Fund$129M
End-of-year total assets ($M) among Mcphs University Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$131M
Net Income$20M
Employer EIN042104700
Plan Effective Date1953-07-01
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 Money Purchase Plans in Massachusetts

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

Mcphs University Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050001000015000 0123 Total assets ($B) Participants Mcphs University Pension Plan, Total assets ($B): 0.131089242 · Participants: 636Mcphs University Pension PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Mcphs University Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (636 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 Pension Plan assets move in 2023?
Mcphs University Pension Plan grew sharply - up 17.9% during 2023, from $111M to $131M. Reported net income was $20M.
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 Pension Plan rank by assets among Form 5500 filers?
Mcphs University Pension Plan ranks in the 93rd 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 Money Purchase plans are similar in size to Mcphs University Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Defined Contribution Plan for the Employees of the American Institute of Physics in MD ($131M, 230 participants).
Which Money Purchase plans cover a similar participant headcount to Mcphs University Pension Plan?
Among Money Purchase plans in other states, the closest by covered participants is Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton in PA (632 participants, $145M in assets).