Defined Benefit (Pension) · DOL Form 5500 · 2024

Houghton Mifflin Harcourt Publishing Company Pension Plan

Data updated 2026-08-11

$112M
Total assets
206
Participants
91st
Percentile by assets
$544,396
Avg per participant
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Official DOL plan name: Houghton Mifflin Retirement Plan · Sponsored by Houghton Mifflin Harcourt Publishing Company · Massachusetts · Information & Media

$112M in assets, 206 participants

Houghton Mifflin Harcourt Publishing Company's Houghton Mifflin Retirement Plan reported $112M in total assets and 206 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #2,464 in Information & Media (2,822 peers)

Coverage in Massachusetts

Houghton Mifflin Retirement Plan covers 206 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $112M.

$112M
total plan assets (2024 EOY)
206
covered participants
91st
percentile by assets (of 123,622 plans)
$544,396
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Houghton Mifflin Retirement Plan reported net income fell from $1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Houghton Mifflin Retirement Plan reported participants fell from 226 in the plan year 2023 filing to 206 in the plan year 2024 filing.
  • Houghton Mifflin Retirement Plan end-of-year assets fell from $115M in the plan year 2023 filing to $112M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Houghton Mifflin Retirement Plan reports 206 participants - about 31% of that state average ($112M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$112M
Net Income-$3M
Employer EIN041456030
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Houghton Mifflin Harcourt Publishing Company)

$550M$600M$650M$700M$750M$800M 202220232024 $592M $756M ▲ +27.7%
Total plan assets by year, all Houghton Mifflin Harcourt Publishing Company plans on file
Year Plans Participants Total Assets
2022 2 2,393 $592M
2023 2 2,380 $698M
2024 2 3,097 $756M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Houghton Mifflin Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Houghton Mifflin Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Houghton Mifflin Ret…Consolidated Cash Ba…New England Teamster…Liberty Mutual Retir…Massachusetts Instit…N. Atlantic States C…
Houghton Mifflin Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Houghton Mifflin Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Houghton Mifflin Retirement Plan assets move in 2024?
Houghton Mifflin Retirement Plan edged down modestly - down 2.4% during 2024, from $115M to $112M. Reported net income was -$3M.
How have Houghton Mifflin Harcourt Publishing Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Houghton Mifflin Harcourt Publishing Company's sponsor-wide assets grew 27.7%, from $592M to $756M.
Where does Houghton Mifflin Retirement Plan rank by assets among Form 5500 filers?
Houghton Mifflin Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Houghton Mifflin Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Grange Holdings, Inc. Retirement Income Plan in OH ($112M, 237 participants).

Filing takeaways

Ways to act on Houghton Mifflin Retirement Plan's numbers.

  • By total assets, Houghton Mifflin Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
  • Houghton Mifflin Harcourt Publishing Company's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Information & Media plans