Defined Benefit (Pension) · DOL Form 5500 · 2024

Houghton Mifflin Harcourt Publishing Company Pension Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
206
Participants Below avg headcount
91st
Percentile by assets National rank
$544,396
Avg per participant High balance/head
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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.

  • #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.

#2,464
in Information & Media (2,822 peers)
-2.4%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

Houghton Mifflin Retirement Plan's outsized position by total assets

Houghton Mifflin Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$112,145,673 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Houghton Mifflin Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Houghton Mifflin Retirement Plan sits mid-pack in the medium band (206 participants).

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 →

Plan-year Form 5500 strip

Filing strip 041456030 · Houghton Mifflin Harcourt Publishing Company PY 2024 · Defined Benefit (Pension)

Houghton Mifflin Retirement Plan · $112M · 206 · 91st

  • 5500 $112M
  • ASSETS 206
  • PCT 91st
  • EIN Defined Benefit (Pension)
  • RANK near Grange Holdings, Inc. Retirement Income Plan
  • PHOTO ind #2464

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 Information & Media retirement plans → · Plans in Massachusetts →

Houghton Mifflin Retirement Plan in the asset neighbourhood

United Association Plumbers Local 773 Pension PlanUnited Association Plumbers …$112MGrange Holdings, Inc. Retirement Income PlanGrange Holdings, Inc. Retire…$112MHoughton Mifflin Retirement PlanHoughton Mifflin Retirement …$112MPension Plan for Hourly Paid Employees of Stanley Black & Decker, Inc.Pension Plan for Hourly Paid…$112MCincinnati Bell Pension Plan$112M
End-of-year total assets ($M) among Houghton Mifflin Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Houghton Mifflin Harcourt Publishing Company plans reported in each filing year

Latest sponsor-wide plan assets
$756M 27.715190700327806% vs 2022
2024 filing year
$550M$600M$650M$700M$750M$800M 202220232024 $592M $756M ▲ +27.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Houghton Mifflin Retirement Plan, Total assets ($B): 0.112145673 · Participants: 206Houghton Mifflin Retirement PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Houghton Mifflin Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Houghton Mifflin Retirement Plan side-by-side with 3 peers →

Houghton Mifflin Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Grange Holdings, Inc. Retirement Income Plan in OH ($112M); by covered participants it is Swift Pension Plan in VA (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Houghton Mifflin Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Swift Pension Plan in VA (206 participants, $216M in assets).

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 041456030.

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.