Money Purchase · DOL Form 5500 · 2024

President & Fellows of Harvard College Harvard Human Resources, Benefi Money Purchase Plan

Data updated 2026-08-06

$2.4B
Total assets: 2,774
Participants: 99th
Percentile by assets: $857,986
Avg per participant

Official DOL plan name: Retirement Income Plan for Teaching Faculty of Harvard University · Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services

$2.4B in assets, 2,774 participants

President & Fellows of Harvard College Harvard Human Resources, Benefi's Retirement Income Plan for Teaching Faculty of Harvard University reported $2.4B in total assets and 2,774 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)
#2,928 in Educational Services (2,960 peers)

Coverage in Massachusetts

Retirement Income Plan for Teaching Faculty of Harvard University covers 2,774 participants in Massachusetts, 4.3x the typical Massachusetts plan (state average ~641 per filing). Assets: $2.4B.

$2.4B
total plan assets (2024 EOY): 2,774
covered participants: 99th
percentile by assets (of 116,472 plans): $857,986
avg assets per participant

Retirement Income Plan for Teaching Faculty of Harvard University reported net income fell from $277M in the plan year 2023 filing to $215M in the plan year 2024 filing.
Retirement Income Plan for Teaching Faculty of Harvard University end-of-year assets rose from $2.2B in the plan year 2023 filing to $2.4B in the plan year 2024 filing.
Retirement Income Plan for Teaching Faculty of Harvard University reported participants rose from 2,687 in the plan year 2023 filing to 2,774 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Educational Services

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Retirement Income Plan for Teaching Faculty of Harvard University reports 2,774 participants - 4.3x that state average ($2.4B EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$2.2B
Net Assets (End of Year)	$2.4B
Net Income	$215M
Employer EIN	042103580
Plan Effective Date	1973-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (President & Fellows of Harvard College Harvard Human Resources, Benefi)

Total plan assets by year, all President & Fellows of Harvard College Harvard Human Resources, Benefi plans on file

Year	Plans	Participants	Total Assets
2022	4	39,221	$8.0B
2023	4	39,785	$9.3B
2024	4	44,472	$10.3B

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Retirement Income Plan for Teaching Faculty of Harvard University vs. nearby Money Purchase plans in Massachusetts, assets vs. participants

Massachusetts Laborers' Annuity Fund $2.3B · 11,506
Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
Tufts University Basic Retirement Plan $1.0B · 5,769
Massachusetts Financial Services Company Defined Contribution Plan $936M · 1,723
Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan $785M · 3,331

Compare Retirement Income Plan for Teaching Facu… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Retirement Income Plan for Teaching Faculty of Harvard University by total assets, not by location.

Princeton University Retirement Plan (NJ) $2.4B · 8,833
Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan (CA) $2.3B · 23,032
UPS/Ipa Defined Contribution Money Purchase Pension Plan (KY) $2.5B · 1,984
International Brotherhood of Electrical Workers District No. 9 Pension Plan (OR) $2.5B · 29,645

Frequently Asked Questions

How did Retirement Income Plan for Teaching Faculty of Harvard University assets move in 2024? ▼

Retirement Income Plan for Teaching Faculty of Harvard University grew at a solid clip - up 9.9% during 2024, from $2.2B to $2.4B. Reported net income was $215M.

How have President & Fellows of Harvard College Harvard Human Resources, Benefi plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), President & Fellows of Harvard College Harvard Human Resources, Benefi's sponsor-wide assets grew 28.1%, from $8.0B to $10.3B.

Where does Retirement Income Plan for Teaching Faculty of Harvard University rank by assets among Form 5500 filers? ▼

Retirement Income Plan for Teaching Faculty of Harvard University ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Money Purchase plans are similar in size to Retirement Income Plan for Teaching Faculty of Harvard University? ▼

Among Money Purchase plans in other states, the closest by assets is Princeton University Retirement Plan in NJ ($2.4B, 8,833 participants).

Next read for Retirement Income Plan for Teaching Facu…

Filing takeaways

Ways to act on Retirement Income Plan for Teaching Faculty of Harvard University's numbers.

By total assets, Retirement Income Plan for Teaching Faculty of Harvard University ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
President & Fellows of Harvard College Harvard Human Resources, Benefi's sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042103580.