Other · DOL Form 5500 · 2024
Harvard Management Company Inc. Retirement Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 111
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $523,456
- Avg per participant High balance/head
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.
- #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.
- #6,652
- in Finance & Insurance (8,549 peers)
- +14.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan's outsized position by total assets
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,103,605 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Harvard Management Company 403(b) Tax-Deferred Annuity Plan sits mid-pack in the medium band (111 participants).
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.
Form 5500 schedule snapshot
Filing strip 237361259 · Harvard Management Company Inc. PY 2024 · Other
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan · $58M · 111 · 86th
- RANK $58M
- PHOTO 111
- IND 86th
- EOY Other
- 5500 near Asia Society 403(b) DC Plan
- ASSETS ind #6652
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $7M |
| Employer EIN | 237361259 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvard Management Company Inc.)
Sponsor-wide plan assets over time
All Harvard Management Company Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 31.476382049162066% vs 2022
- 2024 filing year
| 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.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
The Harvard Management Company 403(b) Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Asia Society 403(b) DC Plan in NY ($58M); by covered participants it is Camino Health Center Retirement Plan in CA (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- Asia Society 403(b) DC Plan (NY) $58M · 126
- Caldwell University Defined Contribution Retirement Plan (NJ) $58M · 176
- Letourneau University 403(b) Annuity Plan (TX) $58M · 383
- La Jewish Home for the Aging Retirement Plan (CA) $58M · 1,246
Similar participant headcount
Nearest other-state filings by covered participants (111 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.