Defined Benefit (Pension) · DOL Form 5500 · 2023
Massachusetts Teachers Association Pension Plan
Data updated 2026-08-25
- $229M
- Total assets Near avg plan size
- 147
- Participants Small participant base
- 95th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Massachusetts Teachers Association Retirement Plan · Sponsored by Massachusetts Teachers Association · Massachusetts · Educational Services
$229M in assets, 147 participants
Massachusetts Teachers Association's Massachusetts Teachers Association Retirement Plan reported $229M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #3,446 in Educational Services (3,735 peers)
Coverage in Massachusetts
Massachusetts Teachers Association Retirement Plan covers 147 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $229M.
- #3,446
- in Educational Services (3,735 peers)
- +2.7%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Massachusetts Teachers Association Retirement Plan's outsized position by total assets
Massachusetts Teachers Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$228,899,692 Top 5% higher than 95% 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
Massachusetts Teachers Association 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. Massachusetts Teachers Association Retirement Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Massachusetts Teachers Association Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Massachusetts Teachers Association Retirement Plan reported participants rose from 142 in the plan year 2022 filing to 147 in the plan year 2023 filing.
- Massachusetts Teachers Association Retirement Plan end-of-year assets rose from $223M in the plan year 2022 filing to $229M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 041591200 · Massachusetts Teachers Association PY 2023 · Defined Benefit (Pension)
Massachusetts Teachers Association Retirement Plan · $229M · 147 · 95th
- NET $229M
- NET 147
- NET 95th
- NET Defined Benefit (Pension)
- NET near Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust
- NET ind #3446
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 →
Massachusetts Teachers Association Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | $6M |
| Employer EIN | 041591200 |
| Plan Effective Date | 1967-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Teachers Association)
Sponsor-wide plan assets over time
All Massachusetts Teachers Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $262M 10.124152512940407% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 303 | $238M |
| 2023 | 2 | 301 | $247M |
| 2024 | 2 | 310 | $262M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Massachusetts Teachers Association Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust in OH ($229M); by covered participants it is Estwing Manufacturing Company, Inc. Pension Plan in IL (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($229M here).
- Northwestern Ohio Plumbers and Pipefitters Pension Plan and Trust (OH) $229M · 1,090
- Tri-State Carpenters and Joiners Pension Trust Fund (TN) $228M · 2,208
- I.a.T.S.E. Local No. 33 Pension Trust Fund (CA) $228M · 1,134
- Ufcw International Union-Industry Variable Annuity Pension Plan (IL) $228M · 42,512
Similar participant headcount
Nearest other-state filings by covered participants (147 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.