Defined Benefit (Pension) · DOL Form 5500 · 2024
Massachusetts Teachers Association Pension Plan
Data updated 2026-08-11
- $242M
- Total assets
- 153
- Participants
- 95th
- Percentile by assets
- $1.6M
- Avg per participant
Official DOL plan name: Massachusetts Teachers Association Retirement Plan · Sponsored by Massachusetts Teachers Association · Massachusetts · Educational Services
$242M in assets, 153 participants
Massachusetts Teachers Association's Massachusetts Teachers Association Retirement Plan reported $242M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #3,340 in Educational Services (3,638 peers)
Coverage in Massachusetts
Massachusetts Teachers Association Retirement Plan covers 153 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $242M.
- $242M
- total plan assets (2024 EOY)
- 153
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $1.6M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Massachusetts Teachers Association Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Massachusetts Teachers Association Retirement Plan end-of-year assets rose from $229M in the plan year 2023 filing to $242M in the plan year 2024 filing.
- Massachusetts Teachers Association Retirement Plan reported participants rose from 147 in the plan year 2023 filing to 153 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Massachusetts Teachers Association Retirement Plan reports 153 participants - about 23% of that state average ($242M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $229M |
|---|---|
| Net Assets (End of Year) | $242M |
| Net Income | $13M |
| Employer EIN | 041591200 |
| Plan Effective Date | 1967-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Massachusetts Teachers Association)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 303 | $238M |
| 2023 | 2 | 301 | $247M |
| 2024 | 2 | 310 | $262M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Massachusetts Teachers Association Retirement Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Massachusetts Teachers Association Retirement Plan by total assets, not by location.
- Nevada Resort Association Iatse Local 720 Retirement Plan (NV) $242M · 4,388
- Retirement Plan for Employees of Matson (CA) $242M · 729
- United Pension Plan (IA) $241M · 636
- Retirement Plan of Marathon Oil Company (TX) $241M · 1,273
Frequently Asked Questions
How did Massachusetts Teachers Association Retirement Plan assets move in 2024? ▼
How have Massachusetts Teachers Association plan assets changed over time? ▼
Where does Massachusetts Teachers Association Retirement Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Massachusetts Teachers Association Retirement Plan's numbers.
- By total assets, Massachusetts Teachers Association Retirement Plan ranks in the top 5% 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
- Massachusetts Teachers Association's sponsor-wide assets have grown 10.1% since 2022 across 3 plan years on file. More Educational Services plans