Other · DOL Form 5500 · 2024

President & Fellows of Harvard College Harvard Human Resources, Benefi Retirement Plan

Data updated 2026-07-24

$4.3B
Total assets: 24,395
Participants: 100th
Percentile by assets: $176,239
Avg per participant

Official DOL plan name: Harvard University Tax Deferred Annuity Plan · Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services

$4.3B in assets, 24,395 participants

President & Fellows of Harvard College Harvard Human Resources, Benefi's Harvard University Tax Deferred Annuity Plan reported $4.3B in total assets and 24,395 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

100th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Harvard University Tax Deferred Annuity Plan covers 24,395 participants in Massachusetts, 38x the typical Massachusetts plan (state average ~641 per filing). Assets: $4.3B.

$4.3B
total plan assets (2024 EOY): 24,395
covered participants: 100th
percentile by assets (of 116,472 plans): $176,239
avg assets per participant

Harvard University Tax Deferred Annuity Plan reported participants rose from 21,064 in the plan year 2023 filing to 24,395 in the plan year 2024 filing.
Harvard University Tax Deferred Annuity Plan end-of-year assets rose from $3.8B in the plan year 2023 filing to $4.3B in the plan year 2024 filing.
Harvard University Tax Deferred Annuity Plan reported net income fell from $603M in the plan year 2023 filing to $534M 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. Harvard University Tax Deferred Annuity Plan reports 24,395 participants - 38x that state average ($4.3B EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$3.8B
Net Assets (End of Year)	$4.3B
Net Income	$534M
Employer EIN	042103580
Plan Effective Date	1974-01-01
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 Other Plans in Massachusetts

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

Harvard University Tax Deferred Annuity Plan vs. nearby Other plans in Massachusetts, assets vs. participants

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
Boston Medical Center 403(b) Retirement Plan $1.7B · 11,386

Compare Harvard University Tax Deferred Annuity … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Harvard University Tax Deferred Annuity Plan by total assets, not by location.

Montefiore Medical Center 403(b) Plan (NY) $4.3B · 16,441
Northwestern University Retirement Plan (IL) $4.4B · 9,328
Nyu Grossman School of Medicine Retirement Plan for Members of the Faculty, Professional Research Staff and Administration (NY) $4.6B · 6,880
Columbia University Voluntary Retirement Savings Plan (NY) $4.7B · 25,394

Frequently Asked Questions

How did Harvard University Tax Deferred Annuity Plan assets move in 2024? ▼

Harvard University Tax Deferred Annuity Plan grew at a solid clip - up 14.2% during 2024, from $3.8B to $4.3B. Reported net income was $534M.

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 Harvard University Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼

Harvard University Tax Deferred Annuity Plan ranks in the 100th 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 Other plans are similar in size to Harvard University Tax Deferred Annuity Plan? ▼

Among Other plans in other states, the closest by assets is Montefiore Medical Center 403(b) Plan in NY ($4.3B, 16,441 participants).

Next read for Harvard University Tax Deferred Annuity …

Filing takeaways

Ways to act on Harvard University Tax Deferred Annuity Plan's numbers.

By total assets, Harvard University Tax Deferred Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Other 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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.