401(k) · DOL Form 5500 · 2024

Risk Management Foundation of the Harvard Medical Institutions, Inc. 401(k) Plan

Data updated 2026-08-11

$84M
Total assets: 166
Participants: 89th
Percentile by assets: $505,483
Avg per participant

Official DOL plan name: Rmf 401(k) Retirement Plan · Sponsored by Risk Management Foundation of the Harvard Medical Institutions, Inc. · Massachusetts · Finance & Insurance

$84M in assets, 166 participants

Risk Management Foundation of the Harvard Medical Institutions, Inc.'s Rmf 401(k) Retirement Plan reported $84M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 123,622 plans)
#7,104 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Rmf 401(k) Retirement Plan covers 166 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $84M.

$84M
total plan assets (2024 EOY): 166
covered participants: 89th
percentile by assets (of 123,622 plans): $505,483
avg assets per participant

Rmf 401(k) Retirement Plan end-of-year assets rose from $74M in the plan year 2023 filing to $84M in the plan year 2024 filing.
Rmf 401(k) Retirement Plan reported participants fell from 173 in the plan year 2023 filing to 166 in the plan year 2024 filing.
Rmf 401(k) Retirement Plan reported net income fell from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Rmf 401(k) Retirement Plan reports 166 participants - about 25% of that state average ($84M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$74M
Net Assets (End of Year)	$84M
Net Income	$10M
Employer EIN	042667811
Plan Effective Date	1990-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Risk Management Foundation of the Harvard Medical Institutions, Inc.)

Total plan assets by year, all Risk Management Foundation of the Harvard Medical Institutions, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	172	$64M
2023	1	173	$74M
2024	1	166	$84M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rmf 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Rmf 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rmf 401(k) Retirement Plan by total assets, not by location.

United Federal Credit Union 401(k) Plan (MI) $84M · 718
New Country Motor Car Salary Deferral 401(k) Plan (NY) $84M · 1,105
Tractor & Equipment Co. 401(k) Pl. (AL) $84M · 644
Plumbers Local No 98 Defined Contribution Pension Plan (MI) $84M · 936

Frequently Asked Questions

How did Rmf 401(k) Retirement Plan assets move in 2024? ▼

Rmf 401(k) Retirement Plan grew at a solid clip - up 13.2% during 2024, from $74M to $84M. Reported net income was $10M.

How have Risk Management Foundation of the Harvard Medical Institutions, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Risk Management Foundation of the Harvard Medical Institutions, Inc.'s sponsor-wide assets grew 31.1%, from $64M to $84M.

Where does Rmf 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Rmf 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Rmf 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is United Federal Credit Union 401(k) Plan in MI ($84M, 718 participants).

Next read for Rmf 401(k) Retirement Plan

Filing takeaways

Ways to act on Rmf 401(k) Retirement Plan's numbers.

By total assets, Rmf 401(k) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Risk Management Foundation of the Harvard Medical Institutions, Inc.'s sponsor-wide assets have grown 31.1% since 2022 across 3 plan years on file. More Finance & Insurance 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 042667811.