Other · DOL Form 5500 · 2024
The May Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 1,763
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $48,223
- Avg per participant Low balance/head
Official DOL plan name: May Institute, Inc. Defined Contribution Retirement Plan · Sponsored by The May Institute, Inc. · Massachusetts · Healthcare & Social Assistance
$85M in assets, 1,763 participants
The May Institute, Inc.'s May Institute, Inc. Defined Contribution Retirement Plan reported $85M in total assets and 1,763 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,320 in Healthcare & Social Assistance (16,916 peers)
Coverage in Massachusetts
May Institute, Inc. Defined Contribution Retirement Plan covers 1,763 participants in Massachusetts, 2.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $85M.
- #15,320
- in Healthcare & Social Assistance (16,916 peers)
- +13.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
May Institute, Inc. Defined Contribution Retirement Plan's outsized position by total assets
May Institute, Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$85,017,213 Top 11% higher than 89% 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
May Institute, Inc. Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. May Institute, Inc. Defined Contribution Retirement Plan lands in the large band (1,763 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- May Institute, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $75M in the plan year 2023 filing to $85M in the plan year 2024 filing.
- May Institute, Inc. Defined Contribution Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- May Institute, Inc. Defined Contribution Retirement Plan reported participants rose from 1,744 in the plan year 2023 filing to 1,763 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042197449 · The May Institute, Inc. PY 2024 · Other
May Institute, Inc. Defined Contribution Retirement Plan · $85M · 1,763 · 89th
- EIN $85M
- RANK 1,763
- PHOTO 89th
- IND Other
- EOY near Morehouse College Defined Contribution Plan
- 5500 ind #15320
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
May Institute, Inc. Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $10M |
| Employer EIN | 042197449 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The May Institute, Inc.)
Sponsor-wide plan assets over time
All The May Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $85M 33.027548229582656% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,761 | $64M |
| 2023 | 1 | 1,744 | $75M |
| 2024 | 1 | 1,763 | $85M |
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
May Institute, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Morehouse College Defined Contribution Plan in GA ($85M); by covered participants it is Sheet Metal Workers International Association Local 73 Annuity Plan in IL (1,764 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Morehouse College Defined Contribution Plan (GA) $85M · 734
- Westmont College Defined Contribution Retirement Plan (CA) $85M · 406
- Bristol Hospital & Health Care Group 403(b) Plan (CT) $85M · 1,703
- Wayne Unc 403(b) Plan (NC) $85M · 1,687
Similar participant headcount
Nearest other-state filings by covered participants (1,763 participants); asset peers above are excluded.
- Sheet Metal Workers International Association Local 73 Annuity Plan (IL) 1,764 · 1 off
- Legacy Community Health Services, Inc. 403(b) Plan (TX) 1,758 · 5 off
- Academic Medical Group, Inc. 403(b) Plan (FL) 1,770 · 7 off
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan (CA) 1,754 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.