Money Purchase · DOL Form 5500 · 2024
President & Fellows of Harvard College Harvard Human Resources, Benefi Money Purchase Plan
Data updated 2026-08-06
- $2.0B
- Total assets
- 14,571
- Participants
- 99th
- Percentile by assets
- $139,579
- Avg per participant
Official DOL plan name: Harvard University Defined Contribution Retirement Plan · Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services
$2.0B in assets, 14,571 participants
President & Fellows of Harvard College Harvard Human Resources, Benefi's Harvard University Defined Contribution Retirement Plan reported $2.0B in total assets and 14,571 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)
- #2,922 in Educational Services (2,960 peers)
Coverage in Massachusetts
Harvard University Defined Contribution Retirement Plan covers 14,571 participants in Massachusetts, 23x the typical Massachusetts plan (state average ~641 per filing). Assets: $2.0B.
- $2.0B
- total plan assets (2024 EOY)
- 14,571
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $139,579
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harvard University Defined Contribution Retirement Plan end-of-year assets rose from $1.8B in the plan year 2023 filing to $2.0B in the plan year 2024 filing.
- Harvard University Defined Contribution Retirement Plan reported net income fell from $311M in the plan year 2023 filing to $270M in the plan year 2024 filing.
- Harvard University Defined Contribution Retirement Plan reported participants rose from 13,259 in the plan year 2023 filing to 14,571 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Harvard University Defined Contribution Retirement Plan reports 14,571 participants - 23x that state average ($2.0B EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $270M |
| Employer EIN | 042103580 |
| Plan Effective Date | 1995-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (President & Fellows of Harvard College Harvard Human Resources, Benefi)
| 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.
Harvard University Defined Contribution Retirement Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- 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
Scale composition for Harvard University Defined Contribution Retirement Plan
Harvard University Defined Contribution Retirement Plan reports $2.0B in end-of-year assets across 14,571 participants (0.017% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.016% of 89,805,449 covered participants) - about $139,579 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2024 was $270M.
This plan identity (EIN 042103580, plan #007) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.0B (+40.0%) while covered participants moved from 12,417 to 14,571 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,417 | $1.5B | Open filing |
| 2023 | 13,259 | $1.8B | Open filing |
| 2024 · index core | 14,571 | $2.0B | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Harvard University Tax Deferred Annuity Plan (Other, $4.3B, 24,395 participants)
- Retirement Income Plan for Teaching Faculty of Harvard University (Money Purchase, $2.4B, 2,774 participants)
- Harvard University Retirement Plan (Defined Benefit (Pension), $1.6B, 2,732 participants)
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Harvard University Defined Contribution Retirement Plan by total assets, not by location.
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan (NY) $2.2B · 15,274
- Local No. 1 IBEW Pension Benefit Trust Fund (MO) $1.9B · 4,749
- Southern Electrical Retirement Fund (TN) $2.2B · 11,461
- Directors Guild of America - Producer Pension Plan Supplemental Benefit Plan (CA) $2.3B · 23,032
Frequently Asked Questions
How did Harvard University Defined Contribution Retirement Plan assets move in 2024? ▼
How have President & Fellows of Harvard College Harvard Human Resources, Benefi plan assets changed over time? ▼
Where does Harvard University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Harvard University Defined Contribution Retirement Plan? ▼
Next read for Harvard University Defined Contribution …
Filing takeaways
Ways to act on Harvard University Defined Contribution Retirement Plan's numbers.
- By total assets, Harvard University Defined Contribution Retirement Plan 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