Other · DOL Form 5500 · 2022

Marine Biological Laboratory Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
177
Participants Small participant base
85th
Percentile by assets National rank
$204,137
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marine Biological Laboratory Tax Deferred Annuity · Sponsored by Marine Biological Laboratory · Massachusetts · Educational Services

$36M in assets, 177 participants

Marine Biological Laboratory's Marine Biological Laboratory Tax Deferred Annuity reported $36M in total assets and 177 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,898 in Educational Services (4,024 peers)

Coverage in Massachusetts

Marine Biological Laboratory Tax Deferred Annuity covers 177 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $36M.

#2,898
in Educational Services (4,024 peers)
-10.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marine Biological Laboratory Tax Deferred Annuity's outsized position by total assets

Marine Biological Laboratory Tax Deferred Annuity vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,132,281 Top 15% higher than 85% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Marine Biological Laboratory Tax Deferred Annuity among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marine Biological Laboratory Tax Deferred Annuity sits mid-pack in the medium band (177 participants).

DOL schedule card

Filing strip 042104690 · Marine Biological Laboratory PY 2022 · Other

Marine Biological Laboratory Tax Deferred Annuity · $36M · 177 · 85th

  • SCH $36M
  • SCH 177
  • SCH 85th
  • SCH Other
  • SCH near Darlington School DC Plan
  • SCH ind #2898

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Massachusetts →

Marine Biological Laboratory Tax Deferred Annuity in the asset neighbourhood

The Benjamin School Defined Contribution PlanThe Benjamin School Defined …$36MWhyy, Inc. Defined Contribution Retirement PlanWhyy, Inc. Defined Contribut…$36MChildren's Miracle Network 403(b) PlanChildren's Miracle Network 4…$36MDarlington School DC Plan$36MMarine Biological Laboratory Tax Deferred AnnuityMarine Biological Laboratory…$36M
End-of-year total assets ($M) among Marine Biological Laboratory Tax Deferred Annuity and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$36M
Net Income-$4M
Employer EIN042104690
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marine Biological Laboratory)

Sponsor-wide plan assets over time

All Marine Biological Laboratory plans reported in each filing year

Latest sponsor-wide plan assets
$115M 25.031168692737094% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $91.7M $115M ▲ +25.0%
Year Plans Participants Total Assets
2022 2 380 $92M
2023 2 450 $105M
2024 2 569 $115M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Marine Biological Laboratory Tax Deferred Annuity vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Marine Biological Laboratory Tax Deferred Annuity, Total assets ($B): 0.036132281 · Participants: 177Marine Biological Laboratory Tax Deferred AnnuityThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Marine Biological Laboratory Tax Deferred Annuity vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Marine Biological Laboratory Tax Deferred Annuity side-by-side with 3 peers →

Marine Biological Laboratory Tax Deferred Annuity's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Darlington School DC Plan in GA ($36M); by covered participants it is Clara Martin Center 403(b) Plan in VT (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marine Biological Laboratory Tax Deferred Annuity assets move in 2022? ▼
Marine Biological Laboratory Tax Deferred Annuity pulled back noticeably - down 10.6% during 2022, from $40M to $36M. Reported net income was -$4M.
How have Marine Biological Laboratory plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marine Biological Laboratory's sponsor-wide assets grew 25.0%, from $92M to $115M.
Where does Marine Biological Laboratory Tax Deferred Annuity rank by assets among Form 5500 filers? ▼
Marine Biological Laboratory Tax Deferred Annuity ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Marine Biological Laboratory Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by assets is Darlington School DC Plan in GA ($36M, 156 participants).
Which Other plans cover a similar participant headcount to Marine Biological Laboratory Tax Deferred Annuity? ▼
Among Other plans in other states, the closest by covered participants is Clara Martin Center 403(b) Plan in VT (177 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042104690.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.