Employer · plans filed under one EIN
President & Fellows of Harvard College Harvard Human Resources, Benefi
Cambridge, MA · Educational services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
President & Fellows of Harvard College Harvard Human Resources, Benefi, based in Cambridge, Massachusetts, sponsors 4 retirement plans with 100 or more participants: 3 defined contribution and 1 defined benefit. Together they reported 81,196 participant records and $10.3B in net assets.
The largest is Harvard University Tax Deferred Annuity Plan, a 403(b) plan with 38,534 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $209M and participant contributions $184M in the latest plan years; benefits paid were $490M. Schedule C compensation reported to service provider organisations totalled $2.8M.
Combined net assets moved from $2.17B in 2009 to $10.3B in 2024 (up 373%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Harvard University Tax Deferred Annuity Plan | 403(b) plan | 2024 | 38,534 | $4.30B | $111,573 | $102 | $530K |
| Harvard University Defined Contribution Retirement Plan | money purchase plan | 2024 | 25,749 | $2.03B | $78,986 | $8,327 | $447K |
| Harvard University Retirement Plan | cash balance pension plan | 2024 | 8,705 | $1.56B | $178,869 | $9,301 | $1.7M |
| Retirement Income Plan for Teaching Faculty of Harvard University | 403(b) plan | 2024 | 8,208 | $2.38B | $289,967 | $20,809 | $176K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 4 | 81,196 | $10.3B | $209M | $184M |
| 2023 | 4 | 81,261 | $9.26B | $184M | $166M |
| 2022 | 4 | 76,505 | $8.02B | $184M | $149M |
| 2021 | 4 | 75,271 | $9.29B | $171M | $145M |
| 2020 | 4 | 72,035 | $8.47B | $211M | $133M |
| 2019 | 4 | 70,645 | $7.49B | $155M | $128M |
| 2018 | 4 | 69,788 | $6.35B | $206M | $120M |
| 2017 | 4 | 67,839 | $6.55B | $106M | $157M |
| 2016 | 4 | 67,245 | $5.67B | $147M | $107M |
| 2015 | 4 | 68,487 | $5.27B | $137M | $99.5M |
| 2014 | 4 | 67,001 | $5.26B | $130M | $92.5M |
| 2013 | 4 | 66,278 | $4.94B | $119M | $82.6M |
| 2012 | 4 | 66,890 | $4.37B | $135M | $77.0M |
| 2011 | 4 | 66,609 | $3.94B | $122M | $74.3M |
| 2010 | 4 | 66,377 | $3.91B | $100M | $70.5M |
| 2009 | 3 | 45,516 | $2.17B | $84.7M | $70.3M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| TIAA - Teachers Insurance and Annui | — | 4 | $1,599,032 |
| Willis Towers Watson | Actuarial | 1 | $610,596 |
| Wellington Management Company, LLP | — | 1 | $358,015 |
| PricewaterhouseCoopers, LLC. | Accounting (including auditing) | 2 | $205,493 |
| Ropes & Gray | Legal | 1 | $64,067 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does President & Fellows of Harvard College Harvard Human Resources, Benefi have?
4 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Harvard University Tax Deferred Annuity Plan, Harvard University Defined Contribution Retirement Plan, Harvard University Retirement Plan and Retirement Income Plan for Teaching Faculty of Harvard University. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does President & Fellows of Harvard College Harvard Human Resources, Benefi contribute to its plans?
$209,213,648 in employer contributions across these plans in their latest plan years, about $4,866 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name TIAA - Teachers Insurance and Annui, Willis Towers Watson, Wellington Management Company, LLP and PricewaterhouseCoopers, LLC. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.