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Sponsor portfolio

MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUND

EIN 04-2460287-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
19
ONE WASHINGTON MALL, FOURTH FLOOR - BOSTON, MA 02108617-316-3800LinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#002TraditionalDB-$10.1M - 18 part#003ProfitSharing-$565K - 1 part

Retirement portfolio analytics

2 plans aggregated / $10.7M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

95%top
  • STAFF RETIREMENT PLAN (#002)95%
  • PLAN AND TRUST (#003)5%
Total $10.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAFF RETIREMENT PLAN (#002)18
  • PLAN AND TRUST (#003)1
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUND STAFF RETIREMENT PLAN

TraditionalDB

Assets$10.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MBTA RETIREMENT FUND EXECUTIVE STAFF DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

ProfitSharing

Assets$565K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MASSACHUSETTS BAY TRANSPORTATION AUTHORITY RETIREMENT FUND STAFF RETIREMENT PLANTraditionalDB$10.1M182024
003MBTA RETIREMENT FUND EXECUTIVE STAFF DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUSTProfitSharing$565K12024
Retirement plans
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