Defined Benefit (Pension) · DOL Form 5500 · 2022

The Watson Institute Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
68
Participants Small participant base
87th
Percentile by assets National rank
$686,188
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of the Watson Institute · Sponsored by The Watson Institute · Pennsylvania · Healthcare & Social Assistance

$47M in assets, 68 participants

The Watson Institute's Retirement Plan for Employees of the Watson Institute reported $47M in total assets and 68 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.

  • #17,922 in Healthcare & Social Assistance (20,060 peers)

Where Retirement Plan for Employees of the Watson Institute sits by assets

Retirement Plan for Employees of the Watson Institute sits in the top quartile of all filed plans by assets, $47M for 68 participants (~$686,188/participant), up 1.7% in 2022.

#17,922
in Healthcare & Social Assistance (20,060 peers)
+1.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Retirement Plan for Employees of the Watson Institute's outsized position by total assets

Retirement Plan for Employees of the Watson Institute vs every filed plan by assets

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

$46,660,806 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

Retirement Plan for Employees of the Watson Institute among smaller 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 the Watson Institute is a small filing (68 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 251561504 · The Watson Institute PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of the Watson Institute · $47M · 68 · 87th

  • PART $47M
  • PART 68
  • PART 87th
  • PART Defined Benefit (Pension)
  • PART near Genesis Healthcare System Employee's Retirement Plan
  • PART ind #17922

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Retirement Plan for Employees of the Watson Institute in the asset neighbourhood

Central New York Laborers' Pension FundCentral New York Laborers' P…$47ML3harris Pension Plan for Employees in the Electronic Systems/Integrated Electronic Warfare Systems Bargaining UnitL3harris Pension Plan for Em…$47MGenesis Healthcare System Employee's Retirement PlanGenesis Healthcare System Em…$47MRetirement Plan for Employees of the Watson InstituteRetirement Plan for Employee…$47MGerdau Macsteel Pension Plan$47M
End-of-year total assets ($M) among Retirement Plan for Employees of the Watson Institute and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$47M
Net Income$788K
Employer EIN251561504
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Watson Institute)

Sponsor-wide plan assets over time

All The Watson Institute plans reported in each filing year

Latest sponsor-wide plan assets
$48M 3.9338518927427013% vs 2022
2024 filing year
$46M$47M$48M$49M 202220232024 $46.7M $48.5M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 68 $47M
2023 1 54 $47M
2024 1 53 $48M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of the Watson Institute vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Employees of the Watson Institute, Total assets ($B): 0.046660806 · Participants: 68Retirement Plan for Employees of the Watson InstituteNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Retirement Plan for Employees of the Watson Institute vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan for Employees of the Watson Institute side-by-side with 3 peers →

Retirement Plan for Employees of the Watson Institute's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Genesis Healthcare System Employee's Retirement Plan in OH ($47M); by covered participants it is Monadnock Pension Plan in NH (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Retirement Plan for Employees of the Watson Institute assets move in 2022? ▼
Retirement Plan for Employees of the Watson Institute edged up modestly - up 1.7% during 2022, from $46M to $47M. Reported net income was $788K.
How have The Watson Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Watson Institute's sponsor-wide assets grew 3.9%, from $47M to $48M.
Where does Retirement Plan for Employees of the Watson Institute rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of the Watson Institute 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 Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of the Watson Institute? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Genesis Healthcare System Employee's Retirement Plan in OH ($47M, 681 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of the Watson Institute? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Monadnock Pension Plan in NH (68 participants, $12M 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 251561504.

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.