Defined Benefit (Pension) · DOL Form 5500 · 2024
Massachusetts Bay Transportation Authority Retirement Fund Pension Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan · Sponsored by Massachusetts Bay Transportation Authority Retirement Fund · Massachusetts · Finance & Insurance
$10M in assets, 9 participants
Massachusetts Bay Transportation Authority Retirement Fund's Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan reported $10M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #3,405 in Finance & Insurance (8,549 peers)
Massachusetts Bay Transportation Authority Retirement Fund multi-year trail
Massachusetts Bay Transportation Authority Retirement Fund's plans moved +23.8% in assets from 2022 to 2024; this filing shows Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan at $10M / 9 participants.
- #3,405
- in Finance & Insurance (8,549 peers)
- +9.3%
- assets growth YoY
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,142,528 Top 44% higher than 56% 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
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $866K in the plan year 2024 filing.
- Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042460287 · Massachusetts Bay Transportation Authority Retirement Fund PY 2024 · Defined Benefit (Pension)
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan · $10M · 9 · 56th
- 5500 $10M
- ASSETS 9
- PCT 56th
- EIN Defined Benefit (Pension)
- RANK near Atlantic City Sewerage Company Retirement Income Plan
- PHOTO ind #3405
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 →
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan in the asset neighbourhood
Massachusetts Bay Transportation Authority Retirement Fund multi-year asset trail
Sponsor-wide plan assets over time
All Massachusetts Bay Transportation Authority Retirement Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 23.765375906471338% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $8M |
| 2023 | 1 | 8 | $9M |
| 2024 | 1 | 9 | $10M |
Massachusetts Bay Transportation Authority Retirement Fund filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $866K |
| Employer EIN | 042460287 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Atlantic City Sewerage Company Retirement Income Plan in NJ ($10M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Jtm Perio Implants, Inc. Cash Balance Plan (CA) 9 · 0 off
- Gdmg Retirement Plan (CA) 9 · 0 off
- Hillenbrand, Inc. Pension Plan (IN) 9 · 0 off
- Viable Solutions, LLC Cash Balance Plan (ID) 9 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.