Money Purchase · DOL Form 5500 · 2022
Whitehead Institute for Biomedical Research Money Purchase Plan
Data updated 2026-08-11
- $75M
- Total assets
- 287
- Participants
- 91st
- Percentile by assets
- $261,847
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $75M
- total plan assets (2022 EOY)
- 287
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $261,847
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research reports 287 participants - about 44% of that state average ($75M EOY assets).
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)
| 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.
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research by total assets, not by location.
- 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
Frequently Asked Questions
How did Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research assets move in 2022? ▼
How have Whitehead Institute for Biomedical Research plan assets changed over time? ▼
Where does Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research? ▼
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Filing takeaways
Ways to act on Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research's numbers.
- By total assets, Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Whitehead Institute for Biomedical Research's sponsor-wide assets have grown 30.0% since 2022 across 3 plan years on file. More Educational Services plans