Other · DOL Form 5500 · 2023
Whitehead Institute for Biomedical Research Retirement Plan
Data updated 2026-08-25
- $52M
- Total assets Below avg plan size
- 341
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $152,865
- Avg per participant Above avg balance/head
Official DOL plan name: Whitehead Institute for Biomedical Research 403b Plan · Sponsored by Whitehead Institute for Biomedical Research · Massachusetts · Educational Services
$52M in assets, 341 participants
Whitehead Institute for Biomedical Research's Whitehead Institute for Biomedical Research 403b Plan reported $52M in total assets and 341 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #2,800 in Educational Services (3,735 peers)
Where Whitehead Institute for Biomedical Research 403b Plan sits by assets
Whitehead Institute for Biomedical Research 403b Plan sits in the top quartile of all filed plans by assets, $52M for 341 participants (~$152,865/participant), up 20.2% in 2023.
- #2,800
- in Educational Services (3,735 peers)
- +20.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$52,127,100 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Whitehead Institute for Biomedical Research 403b Plan among mid-size filed plans by headcount
Plan-year 2023 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 (341 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Whitehead Institute for Biomedical Research 403b Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Whitehead Institute for Biomedical Research 403b Plan end-of-year assets rose from $43M in the plan year 2022 filing to $52M in the plan year 2023 filing.
- Whitehead Institute for Biomedical Research 403b Plan reported participants rose from 291 in the plan year 2022 filing to 341 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 061043412 · Whitehead Institute for Biomedical Research PY 2023 · Other
Whitehead Institute for Biomedical Research 403b Plan · $52M · 341 · 86th
- NET $52M
- NET 341
- NET 86th
- NET Other
- NET near The Town School Defined Contribution Retirement Plan
- NET ind #2800
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $9M |
| 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 Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
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 The Town School Defined Contribution Retirement Plan in NY ($52M); by covered participants it is Porter-Gaud School Defined Contribution Retirement Plan in SC (341 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
Similar participant headcount
Nearest other-state filings by covered participants (341 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.