401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$84M
Total assets Below avg plan size
166
Participants Small participant base
89th
Percentile by assets National rank
$505,483
Avg per participant High balance/head
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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.

  • #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.

#7,104
in Finance & Insurance (8,549 peers)
+13.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Rmf 401(k) Retirement Plan's outsized position by total assets

Rmf 401(k) Retirement Plan vs every filed plan by assets

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

$83,910,154 Top 11% higher than 89% 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

Rmf 401(k) 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. Rmf 401(k) Retirement Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 042667811 · Risk Management Foundation of the Harvard Medical Institutions, Inc. PY 2024 · 401(k)

Rmf 401(k) Retirement Plan · $84M · 166 · 89th

  • PART $84M
  • TYPE 166
  • NET 89th
  • BOOK 401(k)
  • VS-ST near United Federal Credit Union 401(k) Plan
  • BOY ind #7104

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Rmf 401(k) Retirement Plan in the asset neighbourhood

Rmf 401(k) Retirement Plan$84MUnited Federal Credit Union 401(k) PlanUnited Federal Credit Union …$84MNew Country Motor Car Salary Deferral 401(k) PlanNew Country Motor Car Salary…$84MTractor & Equipment Co. 401(k) Pl.Tractor & Equipment Co. 401(…$84MPlumbers Local No 98 Defined Contribution Pension PlanPlumbers Local No 98 Defined…$84M
End-of-year total assets ($M) among Rmf 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$84M
Net Income$10M
Employer EIN042667811
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Risk Management Foundation of the Harvard Medical Institutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$84M 31.147814475150486% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $64M $83.9M ▲ +31.2%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Rmf 401(k) Retirement Plan, Total assets ($B): 0.083910154 · Participants: 166Rmf 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Rmf 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Rmf 401(k) Retirement Plan side-by-side with 3 peers →

Rmf 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is United Federal Credit Union 401(k) Plan in MI ($84M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 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).
Which 401(k) plans cover a similar participant headcount to Rmf 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 042667811.

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.