Other · DOL Form 5500 · 2024

Mcphs University Retirement Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
1,709
Participants Near avg headcount
92nd
Percentile by assets National rank
$72,699
Avg per participant Below avg balance/head
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Official DOL plan name: Mcphs University Tax Deferred Annuity Plan · Sponsored by Mcphs University · Massachusetts · Educational Services

$124M in assets, 1,709 participants

Mcphs University's Mcphs University Tax Deferred Annuity Plan reported $124M in total assets and 1,709 participants in its 2024 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.

  • #3,127 in Educational Services (3,638 peers)

Coverage in Massachusetts

Mcphs University Tax Deferred Annuity Plan covers 1,709 participants in Massachusetts, 2.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $124M.

#3,127
in Educational Services (3,638 peers)
+16.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Mcphs University Tax Deferred Annuity Plan's outsized position by total assets

Mcphs University Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$124,243,178 Top 8% higher than 92% of 123,620 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 2024

Mcphs University Tax Deferred Annuity Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mcphs University Tax Deferred Annuity Plan lands in the large band (1,709 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mcphs University Tax Deferred Annuity Plan end-of-year assets rose from $107M in the plan year 2023 filing to $124M in the plan year 2024 filing.
  • Mcphs University Tax Deferred Annuity Plan reported participants rose from 1,651 in the plan year 2023 filing to 1,709 in the plan year 2024 filing.
  • Mcphs University Tax Deferred Annuity Plan reported net income rose from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042104700 · Mcphs University PY 2024 · Other

Mcphs University Tax Deferred Annuity Plan · $124M · 1,709 · 92nd

  • PHOTO $124M
  • IND 1,709
  • EOY 92nd
  • 5500 Other
  • ASSETS near Greenwich Country Day School Defined Contribution Plan
  • PCT ind #3127

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 Tax Deferred Annuity Plan in the asset neighbourhood

Sjsu Research Foundation Retirement PlanSjsu Research Foundation Ret…$125MServicesource, Inc. 403(b) Tax Deferred Thrift Retirement PlanServicesource, Inc. 403(b) T…$124MMount Saint Mary's University 403(b) Retirement PlMount Saint Mary's Universit…$124MMcphs University Tax Deferred Annuity PlanMcphs University Tax Deferre…$124MGreenwich Country Day School Defined Contribution PlanGreenwich Country Day School…$124M
End-of-year total assets ($M) among Mcphs University Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$124M
Net Income$17M
Employer EIN042104700
Plan Effective Date1993-07-01
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 Other Plans in Massachusetts

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

Mcphs University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -1012345 Total assets ($B) Participants Mcphs University Tax Deferred Annuity Plan, Total assets ($B): 0.124243178 · Participants: 1709Mcphs University Tax Deferred Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Mcphs University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Mcphs University Tax Deferred Annuity Plan side-by-side with 3 peers →

Mcphs University Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Greenwich Country Day School Defined Contribution Plan in CT ($124M); by covered participants it is Nmdp Employee Contribution Plan in MN (1,709 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,709 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mcphs University Tax Deferred Annuity Plan assets move in 2024? ▼
Mcphs University Tax Deferred Annuity Plan grew sharply - up 16.2% during 2024, from $107M to $124M. Reported net income was $17M.
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 Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Mcphs University Tax Deferred Annuity Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Mcphs University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Greenwich Country Day School Defined Contribution Plan in CT ($124M, 411 participants).
Which Other plans cover a similar participant headcount to Mcphs University Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Nmdp Employee Contribution Plan in MN (1,709 participants, $174M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042104700.

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.