Other · DOL Form 5500 · 2024

Harvard Management Company Inc. Retirement Plan

Data updated 2026-08-11

$58M
Total assets
111
Participants
86th
Percentile by assets
$523,456
Avg per participant
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Official DOL plan name: The Harvard Management Company 403(b) Tax-Deferred Annuity Plan · Sponsored by Harvard Management Company Inc. · Massachusetts · Finance & Insurance

$58M in assets, 111 participants

Harvard Management Company Inc.'s The Harvard Management Company 403(b) Tax-Deferred Annuity Plan reported $58M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 123,622 plans)
  • #6,652 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan covers 111 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $58M.

$58M
total plan assets (2024 EOY)
111
covered participants
86th
percentile by assets (of 123,622 plans)
$523,456
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Harvard Management Company 403(b) Tax-Deferred Annuity Plan end-of-year assets rose from $51M in the plan year 2023 filing to $58M in the plan year 2024 filing.
  • The Harvard Management Company 403(b) Tax-Deferred Annuity Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Harvard Management Company 403(b) Tax-Deferred Annuity Plan reported participants rose from 109 in the plan year 2023 filing to 111 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. The Harvard Management Company 403(b) Tax-Deferred Annuity Plan reports 111 participants - about 17% of that state average ($58M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$58M
Net Income$7M
Employer EIN237361259
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Harvard Management Company Inc.)

$80M$90M$100M$110M$120M 202220232024 $88.5M $116M ▲ +31.5%
Total plan assets by year, all Harvard Management Company Inc. plans on file
Year Plans Participants Total Assets
2022 2 203 $88M
2023 2 210 $105M
2024 2 216 $116M

Nearby Other Plans in Massachusetts

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

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants

The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants The Harvard Manageme…Harvard University T…Beth Israel Lahey 40…Boston University Re…Northeastern Univers…Boston University Su…
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Harvard Management Company 403(b) Ta… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Harvard Management Company 403(b) Tax-Deferred Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did The Harvard Management Company 403(b) Tax-Deferred Annuity Plan assets move in 2024? ▼
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan grew at a solid clip - up 14.7% during 2024, from $51M to $58M. Reported net income was $7M.
How have Harvard Management Company Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Harvard Management Company Inc.'s sponsor-wide assets grew 31.5%, from $88M to $116M.
Where does The Harvard Management Company 403(b) Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Harvard Management Company 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Asia Society 403(b) DC Plan in NY ($58M, 126 participants).

Next read for The Harvard Management Company 403(b) Ta…

Filing takeaways

Ways to act on The Harvard Management Company 403(b) Tax-Deferred Annuity Plan's numbers.

  • By total assets, The Harvard Management Company 403(b) Tax-Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
  • Harvard Management Company Inc.'s sponsor-wide assets have grown 31.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 237361259.

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.