Other · DOL Form 5500 · 2023
Marine Biological Laboratory Retirement Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 241
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $169,200
- Avg per participant Above avg balance/head
Official DOL plan name: Marine Biological Laboratory Tax Deferred Annuity Plan · Sponsored by Marine Biological Laboratory · Massachusetts · Educational Services
$41M in assets, 241 participants
Marine Biological Laboratory's Marine Biological Laboratory Tax Deferred Annuity Plan reported $41M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,615 in Educational Services (3,735 peers)
Coverage in Massachusetts
Marine Biological Laboratory Tax Deferred Annuity Plan covers 241 participants in Massachusetts, about 37% of the average Massachusetts filer (state average ~659 per filing). Assets: $41M.
- #2,615
- in Educational Services (3,735 peers)
- +12.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Marine Biological Laboratory Tax Deferred Annuity Plan's outsized position by total assets
Marine Biological Laboratory Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,777,163 Top 17% higher than 83% 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
Marine Biological Laboratory Tax Deferred Annuity 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. Marine Biological Laboratory Tax Deferred Annuity Plan sits mid-pack in the medium band (241 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marine Biological Laboratory Tax Deferred Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Marine Biological Laboratory Tax Deferred Annuity Plan reported participants rose from 177 in the plan year 2022 filing to 241 in the plan year 2023 filing.
- Marine Biological Laboratory Tax Deferred Annuity Plan end-of-year assets rose from $36M in the plan year 2022 filing to $41M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042104690 · Marine Biological Laboratory PY 2023 · Other
Marine Biological Laboratory Tax Deferred Annuity Plan · $41M · 241 · 83rd
- PART $41M
- TYPE 241
- NET 83rd
- BOOK Other
- VS-ST near Graland Country Day School Retirement Plan
- BOY ind #2615
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 →
Marine Biological Laboratory Tax Deferred Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $5M |
| Employer EIN | 042104690 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marine Biological Laboratory)
Sponsor-wide plan assets over time
All Marine Biological Laboratory plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 25.031168692737094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 380 | $92M |
| 2023 | 2 | 450 | $105M |
| 2024 | 2 | 569 | $115M |
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
Marine Biological Laboratory Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Graland Country Day School Retirement Plan in CO ($41M); by covered participants it is Clark Retirement Community 403(b) Savings & in MI (241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Graland Country Day School Retirement Plan (CO) $41M · 198
- New America Foundation 403(b) DC Plan (DC) $41M · 159
- Pocono Health System Defined Contribution Plan (PA) $41M · 1,725
- Chc Retirement Savings Plan (WA) $41M · 542
Similar participant headcount
Nearest other-state filings by covered participants (241 participants); asset peers above are excluded.
- Clark Retirement Community 403(b) Savings & (MI) 241 · 0 off
- Heritage University Retirement Plan (WA) 241 · 0 off
- Real Services, Inc. 403(b) Plan (IN) 241 · 0 off
- Milwaukee Art Museum, Inc. Employees' Retirement Income Plan (WI) 241 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.