Other · DOL Form 5500 · 2024
The May Institute, Inc. Retirement Plan
Data updated 2026-08-11
- $85M
- Total assets
- 1,763
- Participants
- 89th
- Percentile by assets
- $48,223
- Avg per participant
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.
- 89th percentile by assets (of 123,622 plans)
- #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.
- $85M
- total plan assets (2024 EOY)
- 1,763
- covered participants
- 89th
- percentile by assets (of 123,622 plans)
- $48,223
- avg assets per participant
Where May Institute, Inc. Defined Contribution Retirement Plan sits 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
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. May Institute, Inc. Defined Contribution Retirement Plan reports 1,763 participants - 2.7x that state average ($85M EOY assets).
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.)
| 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.
May Institute, Inc. Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to May Institute, Inc. Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did May Institute, Inc. Defined Contribution Retirement Plan assets move in 2024? ▼
How have The May Institute, Inc. plan assets changed over time? ▼
Where does May Institute, Inc. Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for May Institute, Inc. Defined Contribution…
Filing takeaways
Ways to act on May Institute, Inc. Defined Contribution Retirement Plan's numbers.
- By total assets, May Institute, Inc. Defined Contribution Retirement 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
- The May Institute, Inc.'s sponsor-wide assets have grown 33.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans