Defined Benefit (Pension) · DOL Form 5500 · 2024
President & Fellows of Harvard College Harvard Human Resources, Benefi Pension Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 2,732
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $569,932
- Avg per participant High balance/head
Official DOL plan name: Harvard University Retirement Plan · Sponsored by President & Fellows of Harvard College Harvard Human Resources, Benefi · Massachusetts · Educational Services
$1.6B in assets, 2,732 participants
President & Fellows of Harvard College Harvard Human Resources, Benefi's Harvard University Retirement Plan reported $1.6B in total assets and 2,732 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.
- #3,585 in Educational Services (3,638 peers)
Coverage in Massachusetts
Harvard University Retirement Plan covers 2,732 participants in Massachusetts, 4.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $1.6B.
- #3,585
- in Educational Services (3,638 peers)
- -0.8%
- assets change YoY
- 16×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Harvard University Retirement Plan's outsized position by total assets
Harvard University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,557,054,179 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
Harvard University Retirement Plan'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. Harvard University Retirement Plan lands in the large band (2,732 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Harvard University Retirement Plan reported net income fell from $56M in the plan year 2023 filing to -$12M in the plan year 2024 filing.
- Harvard University Retirement Plan reported participants fell from 2,775 in the plan year 2023 filing to 2,732 in the plan year 2024 filing.
- Harvard University Retirement Plan end-of-year assets fell from $1.6B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042103580 · President & Fellows of Harvard College Harvard Human Resources, Benefi PY 2024 · Defined Benefit (Pension)
Harvard University Retirement Plan · $1.6B · 2,732 · 99th
- SCH $1.6B
- SCH 2,732
- SCH 99th
- SCH Defined Benefit (Pension)
- SCH near Main Line Health, Inc. Retirement Income Plan
- SCH ind #3585
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 →
Harvard University Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | -$12M |
| Employer EIN | 042103580 |
| Plan Effective Date | 1973-06-30 |
| 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 Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Harvard University Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Main Line Health, Inc. Retirement Income Plan in PA ($1.6B); by covered participants it is Avnet Pension Plan in AZ (2,732 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Main Line Health, Inc. Retirement Income Plan (PA) $1.6B · 10,525
- Graphic Communications National Pension Fund (IL) $1.5B · 612
- Bd Retirement Plan (NJ) $1.6B · 8,655
- Cmp Pension Plan (CT) $1.6B · 423
Similar participant headcount
Nearest other-state filings by covered participants (2,732 participants); asset peers above are excluded.
- Avnet Pension Plan (AZ) 2,732 · 0 off
- Cleveland-Cliffs Combined Pension Plan (OH) 2,727 · 5 off
- Monument Health, Inc. Pension Plan (SD) 2,726 · 6 off
- Georgia-Pacific LLC Salaried Pension Plan (GA) 2,724 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.