Defined Benefit (Pension) · DOL Form 5500 · 2023
Harvard Club of Boston Pension Plan
Data updated 2026-08-25
- $98K
- Total assets Small plan by assets
- 46
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $2,120
- Avg per participant Low balance/head
Official DOL plan name: Harvard Club of Boston Retirement Plan for Employees · Sponsored by Harvard Club of Boston · Massachusetts · Other Services
$98K in assets, 46 participants
Harvard Club of Boston's Harvard Club of Boston Retirement Plan for Employees reported $98K in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.
- #1,030 in Other Services (7,857 peers)
Harvard Club of Boston multi-year trail
Harvard Club of Boston's plans moved -50.0% in assets from 2022 to 2024; this filing shows Harvard Club of Boston Retirement Plan for Employees at $98K / 46 participants.
- #1,030
- in Other Services (7,857 peers)
- -98.8%
- assets change YoY
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harvard Club of Boston Retirement Plan for Employees among the smaller filed plans by assets
Harvard Club of Boston Retirement Plan for Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$97,522 6th percentile higher than 6% 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
Harvard Club of Boston Retirement Plan for Employees among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Harvard Club of Boston Retirement Plan for Employees is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Harvard Club of Boston Retirement Plan for Employees reported net income fell from $174K in the plan year 2022 filing to -$8M in the plan year 2023 filing.
- Harvard Club of Boston Retirement Plan for Employees end-of-year assets fell from $8M in the plan year 2022 filing to $98K in the plan year 2023 filing.
- Harvard Club of Boston Retirement Plan for Employees reported participants fell from 49 in the plan year 2022 filing to 46 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 041423320 · Harvard Club of Boston PY 2023 · Defined Benefit (Pension)
Harvard Club of Boston Retirement Plan for Employees · $98K · 46 · 6th
- SCH $98K
- SCH 46
- SCH 6th
- SCH Defined Benefit (Pension)
- SCH near Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania
- SCH ind #1030
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 Other Services retirement plans → · Plans in Massachusetts →
Harvard Club of Boston Retirement Plan for Employees in the asset neighbourhood
Harvard Club of Boston multi-year asset trail
Sponsor-wide plan assets over time
All Harvard Club of Boston plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 49.95189598739822% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 147 | $12M |
| 2023 | 3 | 211 | $4M |
| 2024 | 2 | 130 | $6M |
Harvard Club of Boston filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$8M |
| Employer EIN | 041423320 |
| Plan Effective Date | 1957-07-01 |
| Filing Status | FILING RECEIVED |
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
Harvard Club of Boston Retirement Plan for Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania in PA ($99K); by covered participants it is Furst-Mcness Company Pension Plan in IL (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98K here).
- Defined Benefit Pension Plan of the United Way of Southwestern Pennsylvania (PA) $99K · 37
- Bay Area Laundry and Dry Cleaning Pension Fund - Laundry Plan (CA) $99K · N/A
- Hambros Manufacturing Co., Inc. Defined Benefit Pension Plan (NY) $100K · N/A
- Retirement Fund of the Fur Manufacturing Industry (NJ) $101K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (46 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.