Money Purchase · DOL Form 5500 · 2024
Harvard Management Company Inc. Money Purchase Plan
Data updated 2026-08-11
- $58M
- Total assets
- 105
- Participants
- 86th
- Percentile by assets
- $554,332
- Avg per participant
Official DOL plan name: Harvard Management Company Inc. Pension Plan · Sponsored by Harvard Management Company Inc. · Massachusetts · Finance & Insurance
$58M in assets, 105 participants
Harvard Management Company Inc.'s Harvard Management Company Inc. Pension Plan reported $58M in total assets and 105 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)
- #6,658 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Harvard Management Company Inc. Pension Plan covers 105 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $58M.
- $58M
- total plan assets (2024 EOY)
- 105
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $554,332
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harvard Management Company Inc. Pension Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Harvard Management Company Inc. Pension Plan end-of-year assets rose from $54M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Harvard Management Company Inc. Pension Plan reported participants rose from 101 in the plan year 2023 filing to 105 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Harvard Management Company Inc. Pension Plan reports 105 participants - about 16% of that state average ($58M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $4M |
| Employer EIN | 237361259 |
| Plan Effective Date | 1981-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Harvard Management Company Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 203 | $88M |
| 2023 | 2 | 210 | $105M |
| 2024 | 2 | 216 | $116M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Harvard Management Company Inc. Pension Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Harvard Management Company Inc. Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Harvard Management Company Inc. Pension Plan assets move in 2024? ▼
How have Harvard Management Company Inc. plan assets changed over time? ▼
Where does Harvard Management Company Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Harvard Management Company Inc. Pension Plan? ▼
Next read for Harvard Management Company Inc. Pension …
Filing takeaways
Ways to act on Harvard Management Company Inc. Pension Plan's numbers.
- By total assets, Harvard Management Company Inc. Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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