President & Fellows of Harvard College Harvard Human Resources, Benefi pension plans

President & Fellows of Harvard College Harvard Human Resources, Benefi, Cambridge, MA. EIN 04-2103580. Annual reports 2009–2024.

President & Fellows of Harvard College Harvard Human Resources, Benefi has 4 active retirement plans on file. The largest is the Harvard University Tax Deferred Annuity Plan, with 38,534 participants and $4.3 billion in assets in 2024.

Active plans: 4
Participants: 81,196
Plan assets: $10.3 billion
Plans on file: 4
Industry: Education

All 4 plans

Active plans first

Harvard University Tax Deferred Annuity Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 04-2103580
Participants (2024): 38,534
Net assets (2024): $4.3 billion
Last listed recordkeeper: Fidelity2017–2020
Plan administrator: President & Fellows of Harvard College Harvard Human Resources, Benefi
114 MT Auburn ST, Room 433
Cambridge, MA 02138
(617) 496-1542As filed for 2024
In effect since: January 1, 1974

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	38,534	$4.3 billion	not listed
2023	39,385	$3.8 billion	not listed
2022	35,923	$3.2 billion	not listed
2021	34,986	$3.5 billion	not listed
2020	33,969	$3.1 billion	Fidelity
2019	33,361	$2.7 billion	Fidelity
2018	32,856	$2.2 billion	Fidelity
2017	31,632	$2.2 billion	Fidelity
2016	31,436	$1.9 billion	not listed
2015	34,027	$1.7 billion	not listed
2014	31,933	$1.6 billion	not listed
2013	30,478	$1.5 billion	not listed
2012	31,688	$1.3 billion	not listed
2011	31,145	$1.1 billion	not listed
2010	31,326	$1.1 billion	not listed
2009	25,809	$966 million	not listed

Harvard University Defined Contribution Retirement Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 007Employer EIN 04-2103580
Participants (2024): 25,749
Net assets (2024): $2.0 billion
Last listed recordkeeper: Fidelity2010–2020
Plan administrator: President & Fellows of Harvard College Harvard Human Resources, Benefi
114 MT Auburn ST, Room 433
Cambridge, MA 02138
(617) 496-1542As filed for 2024
In effect since: July 1, 1995

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	25,749	$2.0 billion	not listed
2023	24,718	$1.8 billion	not listed
2022	23,214	$1.5 billion	not listed
2021	22,619	$1.6 billion	not listed
2020	20,061	$1.4 billion	Fidelity
2019	18,958	$1.2 billion	Fidelity
2018	18,570	$983 million	Fidelity
2017	17,629	$981 million	Fidelity
2016	17,058	$806 million	Fidelity
2015	16,382	$701 million	Fidelity
2014	15,735	$658 million	Fidelity
2013	15,735	$577 million	Fidelity
2012	15,038	$459 million	Fidelity
2011	14,981	$377 million	Fidelity
2010	14,950	$339 million	Fidelity
2009	15,509	$276 million	not listed

Harvard University Retirement Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 04-2103580
Participants (2024): 8,705
Net assets (2024): $1.6 billion
Last listed administrator: Fidelity2017–2021
Plan administrator: President & Fellows of Harvard College Harvard Human Resources, Benefi
114 MT Auburn ST, Room 433
Cambridge, MA 02138
(617) 496-1542As filed for 2024
In effect since: June 30, 1973

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,705	$1.6 billion	not listed
2023	8,916	$1.6 billion	not listed
2022	9,070	$1.5 billion	not listed
2021	9,287	$1.9 billion	Fidelity
2020	9,553	$2.0 billion	Fidelity
2019	9,787	$1.8 billion	Fidelity
2018	9,949	$1.6 billion	Fidelity
2017	10,227	$1.7 billion	Fidelity
2016	10,389	$1.6 billion	not listed
2015	10,552	$1.6 billion	not listed
2014	10,760	$1.6 billion	not listed
2013	11,369	$1.6 billion	not listed
2012	11,408	$1.5 billion	not listed
2011	11,724	$1.5 billion	not listed
2010	11,923	$1.5 billion	not listed

Retirement Income Plan for Teaching Faculty of Harvard University

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 04-2103580
Participants (2024): 8,208
Net assets (2024): $2.4 billion
Last listed recordkeeper: Fidelity2017–2020
Plan administrator: President & Fellows of Harvard College Harvard Human Resources, Benefi
114 MT Auburn ST, Room 433
Cambridge, MA 02138
(617) 496-1542As filed for 2024
In effect since: July 1, 1973

Earlier plan names: Retirement Income Plan for Teaching Faculty of Harvard University 1973.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,208	$2.4 billion	not listed
2023	8,242	$2.2 billion	not listed
2022	8,298	$1.9 billion	not listed
2021	8,379	$2.2 billion	not listed
2020	8,452	$2.0 billion	Fidelity
2019	8,539	$1.8 billion	Fidelity
2018	8,413	$1.5 billion	Fidelity
2017	8,351	$1.6 billion	Fidelity
2016	8,362	$1.4 billion	not listed
2015	7,526	$1.3 billion	not listed
2014	8,573	$1.3 billion	not listed
2013	8,696	$1.3 billion	not listed
2012	8,756	$1.1 billion	not listed
2011	8,759	$1.0 billion	not listed
2010	8,178	$1.0 billion	not listed
2009	4,198	$928 million	not listed

If you had money in one of these plans

Or call the plan administrator listed on the plan below ((617) 496-1542). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Harvard University Tax Deferred Annuity Plan

Harvard University Defined Contribution Retirement Plan

Harvard University Retirement Plan

Retirement Income Plan for Teaching Faculty of Harvard University

If you had money in one of these plans

What these numbers are

Other education employers in MA