Money Purchase · DOL Form 5500 · 2022
Whitehead Institute for Biomedical Research Money Purchase Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 287
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $261,847
- Avg per participant Above avg balance/head
Official DOL plan name: Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research · Sponsored by Whitehead Institute for Biomedical Research · Massachusetts · Educational Services
$75M in assets, 287 participants
Whitehead Institute for Biomedical Research's Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research reported $75M in total assets and 287 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #3,362 in Educational Services (4,024 peers)
Coverage in Massachusetts
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research covers 287 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $75M.
- #3,362
- in Educational Services (4,024 peers)
- -14.9%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research's outsized position by total assets
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$75,150,050 Top 9% higher than 91% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research 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. Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research sits mid-pack in the medium band (287 participants).
EBSA filing schedule strip
Filing strip 061043412 · Whitehead Institute for Biomedical Research PY 2022 · Money Purchase
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research · $75M · 287 · 91st
- PCT $75M
- EIN 287
- RANK 91st
- PHOTO Money Purchase
- IND near Plumbers & Steamfitters Local 81 Annuity Fund
- EOY ind #3362
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 →
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | -$13M |
| Employer EIN | 061043412 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 578 | $119M |
| 2023 | 2 | 658 | $141M |
| 2024 | 2 | 629 | $154M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
- Massachusetts Laborers' Annuity Fund $2.0B · 11,530
- Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
- Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Plumbers & Steamfitters Local 81 Annuity Fund in NY ($75M); by covered participants it is Ila Local 1922-1/2062 Defined Contribution Plan in FL (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Plumbers & Steamfitters Local 81 Annuity Fund (NY) $75M · 719
- Be the Match/Nmdp Employer Contribution Plan (MN) $75M · 1,438
- Florida Ubc Supplemental Pension Plan (TN) $76M · 5,942
- IBEW Local No. 82 Defined Contribution Plan (PA) $76M · 726
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Ila Local 1922-1/2062 Defined Contribution Plan (FL) 287 · 0 off
- Monroe Plumbers & Pipefitters Local 671 Retirement Plan and Trust (MI) 290 · 3 off
- Roofers & Waterproofers Local 37 Annuity Fund (PA) 291 · 4 off
- Thames Valley Council for Community Action, Inc. Money Purchase Pension Plan (CT) 282 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.