Other · DOL Form 5500 · 2022
Woods Hole Oceanographic Institution Retirement Plan
Data updated 2026-08-25
- $196M
- Total assets Near avg plan size
- 1,252
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $156,644
- Avg per participant Above avg balance/head
Official DOL plan name: Woods Hole Oceanographic Institution Defined Contribution Retirement Plan · Sponsored by Woods Hole Oceanographic Institution · Massachusetts · Professional & Technical Services
$196M in assets, 1,252 participants
Woods Hole Oceanographic Institution's Woods Hole Oceanographic Institution Defined Contribution Retirement Plan reported $196M in total assets and 1,252 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #20,835 in Professional & Technical Services (21,562 peers)
Where Woods Hole Oceanographic Institution Defined Contribution Retirement Plan sits by assets
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $196M for 1,252 participants (~$156,644/participant), down 11.3% in 2022.
- #20,835
- in Professional & Technical Services (21,562 peers)
- -11.3%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan's outsized position by total assets
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$196,118,855 Top 4% higher than 96% 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
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woods Hole Oceanographic Institution Defined Contribution Retirement Plan lands in the large band (1,252 participants).
DOL schedule card
Filing strip 042105850 · Woods Hole Oceanographic Institution PY 2022 · Other
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan · $196M · 1,252 · 96th
- IND $196M
- IND 1,252
- IND 96th
- IND Other
- IND near The Metropolitan Opera Retirement Savings Plan
- IND ind #20835
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $221M |
|---|---|
| Net Assets (End of Year) | $196M |
| Net Income | -$25M |
| Employer EIN | 042105850 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woods Hole Oceanographic Institution)
Sponsor-wide plan assets over time
All Woods Hole Oceanographic Institution plans reported in each filing year
- Latest sponsor-wide plan assets
- $462M 23.75502609105436% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,581 | $373M |
| 2023 | 2 | 1,643 | $416M |
| 2024 | 2 | 1,670 | $462M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Metropolitan Opera Retirement Savings Plan in NY ($196M); by covered participants it is Oaks Integrated Care, Inc. 403(b) Savings Plan in NJ (1,254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($196M here).
- The Metropolitan Opera Retirement Savings Plan (NY) $196M · 794
- Bracewell LLP 401(k) Plan a (TX) $196M · 553
- University Health 403(b) Plan (MO) $196M · 4,280
- Morehouse School of Medicine 403(b) Plan (GA) $197M · 1,050
Similar participant headcount
Nearest other-state filings by covered participants (1,252 participants); asset peers above are excluded.
- Oaks Integrated Care, Inc. 403(b) Savings Plan (NJ) 1,254 · 2 off
- Goodwill Columbus 403(b) Retirement Plan (OH) 1,249 · 3 off
- Oswego Health 403(b) Retirement Plan (NY) 1,248 · 4 off
- Lutheran Seniorlife Employees' Retirement Savings Plan (PA) 1,256 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.