Money Purchase · DOL Form 5500 · 2024
President & Fellows of Harvard College Harvard Human Resources, Benefi Money Purchase Plan
Data updated 2026-08-25
- $2.4B
- Total assets Very large vs avg
- 2,774
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $857,986
- Avg per participant High balance/head
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.
- #3,604 in Educational Services (3,638 peers)
Coverage in Massachusetts
Retirement Income Plan for Teaching Faculty of Harvard University covers 2,774 participants in Massachusetts, 4.2x the typical Massachusetts plan (state average ~659 per filing). Assets: $2.4B.
- #3,604
- in Educational Services (3,638 peers)
- +9.9%
- assets growth YoY
- 24×
- vs typical plan assets (national mean)
Retirement Income Plan for Teaching Faculty of Harvard University's outsized position by total assets
Retirement Income Plan for Teaching Faculty of Harvard University vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,380,051,887 Top 1% higher than 99% 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
Retirement Income Plan for Teaching Faculty of Harvard University'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. Retirement Income Plan for Teaching Faculty of Harvard University lands in the large band (2,774 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 042103580 · President & Fellows of Harvard College Harvard Human Resources, Benefi PY 2024 · Money Purchase
Retirement Income Plan for Teaching Faculty of Harvard University · $2.4B · 2,774 · 99th
- TYPE $2.4B
- NET 2,774
- BOOK 99th
- VS-ST Money Purchase
- BOY near Princeton University Retirement Plan
- SCH ind #3604
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 Educational Services retirement plans → · Plans in Massachusetts →
Retirement Income Plan for Teaching Faculty of Harvard University in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All President & Fellows of Harvard College Harvard Human Resources, Benefi plans reported in each filing year
- Latest sponsor-wide plan assets
- $10.3B 28.115920433204305% vs 2022
- 2024 filing year
| 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.
- 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
- Massachusetts Financial Services Company Defined Contribution Plan $936M · 1,723
Retirement Income Plan for Teaching Faculty of Harvard University's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Princeton University Retirement Plan in NJ ($2.4B); by covered participants it is St. Paul Electrical Construction Workers Supplemental Pension Plan in MN (2,787 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.4B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,774 participants); asset peers above are excluded.
- St. Paul Electrical Construction Workers Supplemental Pension Plan (MN) 2,787 · 13 off
- Pavers & Road Builders DC Annuity Fund (NY) 2,816 · 42 off
- The Association of University Physicians Pension Plan (WA) 2,817 · 43 off
- University of San Francisco Defined Contribution Retirement Plan (CA) 2,828 · 54 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.