Other · DOL Form 5500 · 2022

Whitehead Institute for Biomedical Research Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
291
Participants Below avg headcount
87th
Percentile by assets National rank
$149,066
Avg per participant Above avg balance/head
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Official DOL plan name: Whitehead Institute for Biomedical Research 403b Plan · Sponsored by Whitehead Institute for Biomedical Research · Massachusetts · Educational Services

$43M in assets, 291 participants

Whitehead Institute for Biomedical Research's Whitehead Institute for Biomedical Research 403b Plan reported $43M in total assets and 291 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #3,036 in Educational Services (4,024 peers)

Coverage in Massachusetts

Whitehead Institute for Biomedical Research 403b Plan covers 291 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $43M.

#3,036
in Educational Services (4,024 peers)
-13.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Whitehead Institute for Biomedical Research 403b Plan's outsized position by total assets

Whitehead Institute for Biomedical Research 403b Plan vs every filed plan by assets

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

$43,378,294 Top 13% higher than 87% 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

Whitehead Institute for Biomedical Research 403b Plan 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. Whitehead Institute for Biomedical Research 403b Plan sits mid-pack in the medium band (291 participants).

EBSA filing schedule strip

Filing strip 061043412 · Whitehead Institute for Biomedical Research PY 2022 · Other

Whitehead Institute for Biomedical Research 403b Plan · $43M · 291 · 87th

  • PCT $43M
  • EIN 291
  • RANK 87th
  • PHOTO Other
  • IND near Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan
  • EOY ind #3036

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 →

Whitehead Institute for Biomedical Research 403b Plan in the asset neighbourhood

Otis College of Art and Design 403(b) Retirement PlanOtis College of Art and Desi…$43MThe Solomon R. Guggenheim Foundation 403(b) Retirement PlanThe Solomon R. Guggenheim Fo…$43MWhitehead Institute for Biomedical Research 403b PlanWhitehead Institute for Biom…$43MEmma Willard School Defined Contribution and Tax Deferred Annuity Retirement PlanEmma Willard School Defined …$43MSavannah Country Day School, Inc. Retirement Plan Tax DeferredSavannah Country Day School,…$43M
End-of-year total assets ($M) among Whitehead Institute for Biomedical Research 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$43M
Net Income-$7M
Employer EIN061043412
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Whitehead Institute for Biomedical Research)

Sponsor-wide plan assets over time

All Whitehead Institute for Biomedical Research plans reported in each filing year

Latest sponsor-wide plan assets
$154M 29.98396991018452% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $119M $154M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 578 $119M
2023 2 658 $141M
2024 2 629 $154M

Nearby Other Plans in Massachusetts

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

Whitehead Institute for Biomedical Research 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Whitehead Institute for Biomedical Research 403b Plan, Total assets ($B): 0.043378294 · Participants: 291Whitehead Institute for Biomedical Research 403b PlanThe 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
Whitehead Institute for Biomedical Research 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Whitehead Institute for Biomedical Research 403b Plan side-by-side with 3 peers →

Whitehead Institute for Biomedical Research 403b Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan in NY ($43M); by covered participants it is The Master's University and Seminary DC Retirement Plan in CA (291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (291 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 Whitehead Institute for Biomedical Research 403b Plan assets move in 2022? ▼
Whitehead Institute for Biomedical Research 403b Plan pulled back noticeably - down 13.0% during 2022, from $50M to $43M. Reported net income was -$7M.
How have Whitehead Institute for Biomedical Research plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitehead Institute for Biomedical Research's sponsor-wide assets grew 30.0%, from $119M to $154M.
Where does Whitehead Institute for Biomedical Research 403b Plan rank by assets among Form 5500 filers? ▼
Whitehead Institute for Biomedical Research 403b Plan ranks in the 87th 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 Whitehead Institute for Biomedical Research 403b Plan? ▼
Among Other plans in other states, the closest by assets is Emma Willard School Defined Contribution and Tax Deferred Annuity Retirement Plan in NY ($43M, 145 participants).
Which Other plans cover a similar participant headcount to Whitehead Institute for Biomedical Research 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is The Master's University and Seminary DC Retirement Plan in CA (291 participants, $37M 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 061043412.

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.