Money Purchase · DOL Form 5500 · 2023
Whitehead Institute for Biomedical Research Money Purchase Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $280,114
- Avg per participant High 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
$89M in assets, 317 participants
Whitehead Institute for Biomedical Research's Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research reported $89M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #3,107 in Educational Services (3,735 peers)
Coverage in Massachusetts
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research covers 317 participants in Massachusetts, about 48% of the average Massachusetts filer (state average ~659 per filing). Assets: $89M.
- #3,107
- in Educational Services (3,735 peers)
- +18.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$88,796,020 Top 10% higher than 90% 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
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research 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. Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research reported net income rose from -$13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research end-of-year assets rose from $75M in the plan year 2022 filing to $89M in the plan year 2023 filing.
- Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research reported participants rose from 287 in the plan year 2022 filing to 317 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 061043412 · Whitehead Institute for Biomedical Research PY 2023 · Money Purchase
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research · $89M · 317 · 90th
- RANK $89M
- PHOTO 317
- IND 90th
- EOY Money Purchase
- 5500 near International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund
- ASSETS ind #3107
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) | $75M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $14M |
| 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 $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
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 International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund in TX ($89M); by covered participants it is National Production Workers Union Severance Trust Fund in IL (320 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- International Brotherhood of Electrical Workers Seventh District Retirement Benefit and Trust Fund (TX) $89M · 1,010
- Augustana College Defined Contribution Retirement Plan (IL) $89M · 243
- Pipe Fitters Local Union No. 120 Annuity Fund (OH) $89M · 1,373
- University of Louisville Physicians, Inc. Money Purchase Pension Plan (KY) $89M · 404
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- National Production Workers Union Severance Trust Fund (IL) 320 · 3 off
- Retirement Plan for Employees of Island Peer Review Organization, Inc. (NY) 313 · 4 off
- National Trust for Historic Preservation Defined Contribution Pension Plan (DC) 312 · 5 off
- Plumbers & Steamfitters Local Union 52 Defined Con Plan (AL) 322 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.