Civic Intelligence

Massachusetts Bay Transportation Authority Retirement Fund

Plan context: Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan

EIN 04-2460287 • Boston, MA • 38 filings • 4 plans

One Washington Mall, Fourth FloorBoston, MA 02108
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$10,707,360

2024 Contributions

$18,400

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$11,242,312$5,621,156$0200420152024YearValue
$10,707,360Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1370200320142024YearValue
8Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202428$10,707,360$18,400$2,300iApproximate average salary by contribution assumption: employee only about $57,500 at 4% or $38,333 at 6%; with 50% employer match about $38,333 at 4% or $25,556 at 6%; with 100% employer match about $28,750 at 4% or $19,167 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-8$10,142,528--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-1$564,832$18,400$18,400iApproximate average salary by contribution assumption: employee only about $460,000 at 4% or $306,667 at 6%; with 50% employer match about $306,667 at 4% or $204,444 at 6%; with 100% employer match about $230,000 at 4% or $153,333 at 6%.
202329$9,770,799$17,676$1,964iApproximate average salary by contribution assumption: employee only about $49,100 at 4% or $32,733 at 6%; with 50% employer match about $32,733 at 4% or $21,822 at 6%; with 100% employer match about $24,550 at 4% or $16,367 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-9$9,276,521--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-1$494,278$17,676$17,676iApproximate average salary by contribution assumption: employee only about $441,900 at 4% or $294,600 at 6%; with 50% employer match about $294,600 at 4% or $196,400 at 6%; with 100% employer match about $220,950 at 4% or $147,300 at 6%.
202228$9,044,603$17,434$2,179iApproximate average salary by contribution assumption: employee only about $54,481 at 4% or $36,321 at 6%; with 50% employer match about $36,321 at 4% or $24,214 at 6%; with 100% employer match about $27,241 at 4% or $18,160 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-8$8,194,964--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$849,639$17,434$8,717iApproximate average salary by contribution assumption: employee only about $217,925 at 4% or $145,283 at 6%; with 50% employer match about $145,283 at 4% or $96,856 at 6%; with 100% employer match about $108,963 at 4% or $72,642 at 6%.
2021210$11,242,312$17,434$1,743iApproximate average salary by contribution assumption: employee only about $43,585 at 4% or $29,057 at 6%; with 50% employer match about $29,057 at 4% or $19,371 at 6%; with 100% employer match about $21,793 at 4% or $14,528 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-10$10,275,961--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$966,351$17,434$8,717iApproximate average salary by contribution assumption: employee only about $217,925 at 4% or $145,283 at 6%; with 50% employer match about $145,283 at 4% or $96,856 at 6%; with 100% employer match about $108,963 at 4% or $72,642 at 6%.
202028$9,997,748$17,435$2,179iApproximate average salary by contribution assumption: employee only about $54,484 at 4% or $36,323 at 6%; with 50% employer match about $36,323 at 4% or $24,215 at 6%; with 100% employer match about $27,242 at 4% or $18,161 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-8$9,158,413--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$839,335$17,435$8,718iApproximate average salary by contribution assumption: employee only about $217,938 at 4% or $145,292 at 6%; with 50% employer match about $145,292 at 4% or $96,861 at 6%; with 100% employer match about $108,969 at 4% or $72,646 at 6%.
2019210$8,332,406$17,434$1,743iApproximate average salary by contribution assumption: employee only about $43,585 at 4% or $29,057 at 6%; with 50% employer match about $29,057 at 4% or $19,371 at 6%; with 100% employer match about $21,793 at 4% or $14,528 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-10$7,649,587--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$682,819$17,434$8,717iApproximate average salary by contribution assumption: employee only about $217,925 at 4% or $145,283 at 6%; with 50% employer match about $145,283 at 4% or $96,856 at 6%; with 100% employer match about $108,963 at 4% or $72,642 at 6%.
201829$6,714,580$17,435$1,937iApproximate average salary by contribution assumption: employee only about $48,431 at 4% or $32,287 at 6%; with 50% employer match about $32,287 at 4% or $21,525 at 6%; with 100% employer match about $24,215 at 4% or $16,144 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-9$6,177,513--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$537,067$17,435$8,718iApproximate average salary by contribution assumption: employee only about $217,938 at 4% or $145,292 at 6%; with 50% employer match about $145,292 at 4% or $96,861 at 6%; with 100% employer match about $108,969 at 4% or $72,646 at 6%.
201729$7,627,747$17,434$1,937iApproximate average salary by contribution assumption: employee only about $48,428 at 4% or $32,285 at 6%; with 50% employer match about $32,285 at 4% or $21,523 at 6%; with 100% employer match about $24,214 at 4% or $16,143 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-9$7,067,686--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$560,061$17,434$8,717iApproximate average salary by contribution assumption: employee only about $217,925 at 4% or $145,283 at 6%; with 50% employer match about $145,283 at 4% or $96,856 at 6%; with 100% employer match about $108,963 at 4% or $72,642 at 6%.
201629$6,439,765$31,329$3,481iApproximate average salary by contribution assumption: employee only about $87,025 at 4% or $58,017 at 6%; with 50% employer match about $58,017 at 4% or $38,678 at 6%; with 100% employer match about $43,513 at 4% or $29,008 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-9$5,991,940--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$447,825$31,329$15,665iApproximate average salary by contribution assumption: employee only about $391,613 at 4% or $261,075 at 6%; with 50% employer match about $261,075 at 4% or $174,050 at 6%; with 100% employer match about $195,806 at 4% or $130,538 at 6%.
2015210$6,208,181$41,253$4,125iApproximate average salary by contribution assumption: employee only about $103,133 at 4% or $68,755 at 6%; with 50% employer match about $68,755 at 4% or $45,837 at 6%; with 100% employer match about $51,566 at 4% or $34,378 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-10$5,821,383--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$386,798$41,253$20,627iApproximate average salary by contribution assumption: employee only about $515,663 at 4% or $343,775 at 6%; with 50% employer match about $343,775 at 4% or $229,183 at 6%; with 100% employer match about $257,831 at 4% or $171,888 at 6%.
2014210$6,331,236$41,253$4,125iApproximate average salary by contribution assumption: employee only about $103,133 at 4% or $68,755 at 6%; with 50% employer match about $68,755 at 4% or $45,837 at 6%; with 100% employer match about $51,566 at 4% or $34,378 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-10$5,985,034--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$346,202$41,253$20,627iApproximate average salary by contribution assumption: employee only about $515,663 at 4% or $343,775 at 6%; with 50% employer match about $343,775 at 4% or $229,183 at 6%; with 100% employer match about $257,831 at 4% or $171,888 at 6%.
2013210$6,198,116$96,762$9,676iApproximate average salary by contribution assumption: employee only about $241,905 at 4% or $161,270 at 6%; with 50% employer match about $161,270 at 4% or $107,513 at 6%; with 100% employer match about $120,953 at 4% or $80,635 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-10$5,853,473--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$344,643$96,762$48,381iApproximate average salary by contribution assumption: employee only about $1,209,525 at 4% or $806,350 at 6%; with 50% employer match about $806,350 at 4% or $537,567 at 6%; with 100% employer match about $604,763 at 4% or $403,175 at 6%.
201229$5,175,041$40,788$4,532iApproximate average salary by contribution assumption: employee only about $113,300 at 4% or $75,533 at 6%; with 50% employer match about $75,533 at 4% or $50,356 at 6%; with 100% employer match about $56,650 at 4% or $37,767 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-9$4,927,160--
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$247,881$40,788$20,394iApproximate average salary by contribution assumption: employee only about $509,850 at 4% or $339,900 at 6%; with 50% employer match about $339,900 at 4% or $226,600 at 6%; with 100% employer match about $254,925 at 4% or $169,950 at 6%.
2011211$4,547,884$120,895$10,990iApproximate average salary by contribution assumption: employee only about $274,761 at 4% or $183,174 at 6%; with 50% employer match about $183,174 at 4% or $122,116 at 6%; with 100% employer match about $137,381 at 4% or $91,587 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-11$4,373,747$80,080$7,280iApproximate average salary by contribution assumption: employee only about $182,000 at 4% or $121,333 at 6%; with 50% employer match about $121,333 at 4% or $80,889 at 6%; with 100% employer match about $91,000 at 4% or $60,667 at 6%.
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$174,137$40,815$20,408iApproximate average salary by contribution assumption: employee only about $510,188 at 4% or $340,125 at 6%; with 50% employer match about $340,125 at 4% or $226,750 at 6%; with 100% employer match about $255,094 at 4% or $170,063 at 6%.
2010210$4,800,230$758,613$75,861iApproximate average salary by contribution assumption: employee only about $1,896,533 at 4% or $1,264,355 at 6%; with 50% employer match about $1,264,355 at 4% or $842,903 at 6%; with 100% employer match about $948,266 at 4% or $632,178 at 6%.
Massachusetts Bay Transportation Authority Retirement Fund Staff Retirement Plan-10$4,657,058$718,151$71,815iApproximate average salary by contribution assumption: employee only about $1,795,378 at 4% or $1,196,918 at 6%; with 50% employer match about $1,196,918 at 4% or $797,946 at 6%; with 100% employer match about $897,689 at 4% or $598,459 at 6%.
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$143,172$40,462$20,231iApproximate average salary by contribution assumption: employee only about $505,775 at 4% or $337,183 at 6%; with 50% employer match about $337,183 at 4% or $224,789 at 6%; with 100% employer match about $252,888 at 4% or $168,592 at 6%.
2009211$3,673,387$866,037$78,731iApproximate average salary by contribution assumption: employee only about $1,968,266 at 4% or $1,312,177 at 6%; with 50% employer match about $1,312,177 at 4% or $874,785 at 6%; with 100% employer match about $984,133 at 4% or $656,089 at 6%.
MASSACHUSETTS BAY TRANSPORTATION RETIREMENT FUND STAFF RETIREMENT PLAN-11$3,587,459$827,964$75,269iApproximate average salary by contribution assumption: employee only about $1,881,736 at 4% or $1,254,491 at 6%; with 50% employer match about $1,254,491 at 4% or $836,327 at 6%; with 100% employer match about $940,868 at 4% or $627,245 at 6%.
Mbta Retirement Fund Executive Staff Defined Contribution Retirement Plan and Trust-2$85,928$38,073$19,037iApproximate average salary by contribution assumption: employee only about $475,913 at 4% or $317,275 at 6%; with 50% employer match about $317,275 at 4% or $211,517 at 6%; with 100% employer match about $237,956 at 4% or $158,638 at 6%.
2008111$0$0-
MASSACHUSETTS BAY TRANSPORTATION RETIREMENT FUND STAFF RETIREMENT PLAN-11---
2007113$0$0-
MASSACHUSETTS BAY TRANSPORTATION RETIREMENT FUND STAFF RETIREMENT PLAN-13---
2006113$1,570,523$176,000$13,538iApproximate average salary by contribution assumption: employee only about $338,462 at 4% or $225,641 at 6%; with 50% employer match about $225,641 at 4% or $150,427 at 6%; with 100% employer match about $169,231 at 4% or $112,821 at 6%.
MASSACHUSETTS BAY TRANSPORTATION RETIREMENT FUND STAFF RETIREMENT PLAN-13$1,570,523$176,000$13,538iApproximate average salary by contribution assumption: employee only about $338,462 at 4% or $225,641 at 6%; with 50% employer match about $225,641 at 4% or $150,427 at 6%; with 100% employer match about $169,231 at 4% or $112,821 at 6%.
2005112$1,253,062$0-
MASSACHUSETTS BAY TRANSPORTATION RETIREMENT FUND STAFF RETIREMENT PLAN-12$1,253,062--
2004112$1,188,476$634,756$52,896iApproximate average salary by contribution assumption: employee only about $1,322,408 at 4% or $881,606 at 6%; with 50% employer match about $881,606 at 4% or $587,737 at 6%; with 100% employer match about $661,204 at 4% or $440,803 at 6%.
MASSACHUSETTS BAY TRANSPORTATION RETIREMENT FUND STAFF RETIREMENT PLAN-12$1,188,476$634,756$52,896iApproximate average salary by contribution assumption: employee only about $1,322,408 at 4% or $881,606 at 6%; with 50% employer match about $881,606 at 4% or $587,737 at 6%; with 100% employer match about $661,204 at 4% or $440,803 at 6%.
2003111$0$0-
MASSACHUSETTS BAY TRANSPORTATION RETIREMENT FUND STAFF RETIREMENT PLAN-11---