Money Purchase · DOL Form 5500 · 2023
Marine Biological Laboratory Money Purchase Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 209
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $305,145
- Avg per participant High balance/head
Official DOL plan name: Marine Biological Laboratory Defined Contribution Retirement Plan · Sponsored by Marine Biological Laboratory · Massachusetts · Educational Services
$64M in assets, 209 participants
Marine Biological Laboratory's Marine Biological Laboratory Defined Contribution Retirement Plan reported $64M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,920 in Educational Services (3,735 peers)
Coverage in Massachusetts
Marine Biological Laboratory Defined Contribution Retirement Plan covers 209 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $64M.
- #2,920
- in Educational Services (3,735 peers)
- +14.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Marine Biological Laboratory Defined Contribution Retirement Plan's outsized position by total assets
Marine Biological Laboratory Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,775,202 Top 12% higher than 88% 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 Defined Contribution Retirement 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 Defined Contribution Retirement Plan sits mid-pack in the medium band (209 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Marine Biological Laboratory Defined Contribution Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Marine Biological Laboratory Defined Contribution Retirement Plan end-of-year assets rose from $56M in the plan year 2022 filing to $64M in the plan year 2023 filing.
- Marine Biological Laboratory Defined Contribution Retirement Plan reported participants rose from 203 in the plan year 2022 filing to 209 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042104690 · Marine Biological Laboratory PY 2023 · Money Purchase
Marine Biological Laboratory Defined Contribution Retirement Plan · $64M · 209 · 88th
- 5500 $64M
- 5500 209
- 5500 88th
- 5500 Money Purchase
- 5500 near Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc.
- 5500 ind #2920
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 Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $8M |
| Employer EIN | 042104690 |
| Plan Effective Date | 1989-01-01 |
| 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 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
Marine Biological Laboratory Defined Contribution Retirement Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. in NJ ($63M); by covered participants it is Stevens Community Medical Center Money Purchase Pension Plan in MN (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
- Stevens Community Medical Center Money Purchase Pension Plan (MN) 209 · 0 off
- Plasterers and Cement Masons Local Union No. 148 Defined Contribution Pension Plan (TN) 209 · 0 off
- Pembina U.S. Corporation and Affiliates Money Purchase Pension Plan (TX) 210 · 1 off
- Local No. 661 Retirement Plan (KS) 208 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.