Defined Benefit (Pension) · DOL Form 5500 · 2024

Massachusetts Institute of Technology Pension Plan

Data updated 2026-08-25

$5.9B
Total assets Very large vs avg
12,533
Participants Very large workforce
100th
Percentile by assets National rank
$469,857
Avg per participant High balance/head
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Official DOL plan name: Massachusetts Institute of Technology Basic Retirement Plan · Sponsored by Massachusetts Institute of Technology · Massachusetts · Educational Services

$5.9B in assets, 12,533 participants

Massachusetts Institute of Technology's Massachusetts Institute of Technology Basic Retirement Plan reported $5.9B in total assets and 12,533 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #3,630 in Educational Services (3,638 peers)

Coverage in Massachusetts

Massachusetts Institute of Technology Basic Retirement Plan covers 12,533 participants in Massachusetts, 19x the typical Massachusetts plan (state average ~659 per filing). Assets: $5.9B.

#3,630
in Educational Services (3,638 peers)
+9.4%
assets growth YoY
59×
vs typical plan assets (national mean)

Massachusetts Institute of Technology Basic Retirement Plan's outsized position by total assets

Massachusetts Institute of Technology Basic Retirement Plan vs every filed plan by assets

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

$5,888,715,533 Highest reported value at or above every one 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

Massachusetts Institute of Technology Basic Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Institute of Technology Basic Retirement Plan is a mega filing (12,533 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Massachusetts Institute of Technology Basic Retirement Plan reported net income rose from $45M in the plan year 2023 filing to $475M in the plan year 2024 filing.
  • Massachusetts Institute of Technology Basic Retirement Plan end-of-year assets rose from $5.4B in the plan year 2023 filing to $5.9B in the plan year 2024 filing.
  • Massachusetts Institute of Technology Basic Retirement Plan reported participants rose from 11,888 in the plan year 2023 filing to 12,533 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 042103594 · Massachusetts Institute of Technology PY 2024 · Defined Benefit (Pension)

Massachusetts Institute of Technology Basic Retirement Plan · $5.9B · 12,533 · 100th

  • EOY $5.9B
  • EOY 12,533
  • EOY 100th
  • EOY Defined Benefit (Pension)
  • EOY near Motion Picture Industry Pension Plan
  • EOY ind #3630

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 Institute of Technology Basic Retirement Plan in the asset neighbourhood

Midwest Operating Engineers Pension Trust FundMidwest Operating Engineers …$6.0BMassachusetts Institute of Technology Basic Retirement PlanMassachusetts Institute of T…$5.9BMotion Picture Industry Pension PlanMotion Picture Industry Pens…$5.9BNew York State Nurses Association Pension PlanNew York State Nurses Associ…$5.9BEversource Pension Plan$5.8B
End-of-year total assets ($B) among Massachusetts Institute of Technology Basic Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5.4B
Net Assets (End of Year)$5.7B
Net Income$475M
Employer EIN042103594
Plan Effective Date1926-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Massachusetts Institute of Technology)

Sponsor-wide plan assets over time

All Massachusetts Institute of Technology plans reported in each filing year

Latest sponsor-wide plan assets
$13.6B 22.695725557542403% vs 2022
2024 filing year
$10B$11B$12B$13B$14B 202220232024 $11.1B $13.6B ▲ +22.7%
Year Plans Participants Total Assets
2022 2 25,525 $11.1B
2023 2 25,982 $12.2B
2024 2 27,295 $13.6B

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Massachusetts Institute of Technology Basic Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 24681012 Total assets ($B) Participants Massachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.79737209 · Participants: 10943N. Atlantic States Carp. Guaranteed Annuity Fund
Massachusetts Institute of Technology Basic Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Massachusetts Institute of Technology Basic Retirement Plan side-by-side with 3 peers →

Scale composition for Massachusetts Institute of Technology Basic Retirement Plan

Massachusetts Institute of Technology Basic Retirement Plan reports $5.9B in end-of-year assets across 12,533 participants (0.048% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $469,857 per participant (3.4x the national average assets-per-participant) . Net income for plan year 2024 was $475M.

This plan identity (EIN 042103594, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $5.3B to $5.9B (+11.5%) while covered participants moved from 11,835 to 12,533 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 11,835 $5.3B Open filing
2023 11,888 $5.4B Open filing
2024 · index core 12,533 $5.9B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Massachusetts Institute of Technology Basic Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Motion Picture Industry Pension Plan in CA ($5.9B); by covered participants it is The Cchs Retirement Plan in OH (12,592 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (12,533 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 Massachusetts Institute of Technology Basic Retirement Plan assets move in 2024? ▼
Massachusetts Institute of Technology Basic Retirement Plan grew at a solid clip - up 9.4% during 2024, from $5.4B to $5.9B. Reported net income was $475M.
How have Massachusetts Institute of Technology plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Massachusetts Institute of Technology's sponsor-wide assets grew 22.7%, from $11.1B to $13.6B.
Where does Massachusetts Institute of Technology Basic Retirement Plan rank by assets among Form 5500 filers? ▼
Massachusetts Institute of Technology Basic Retirement Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Massachusetts Institute of Technology Basic Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Motion Picture Industry Pension Plan in CA ($5.9B, 62,656 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Massachusetts Institute of Technology Basic Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Cchs Retirement Plan in OH (12,592 participants, $1.0B 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 042103594.

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.