Money Purchase Β· DOL Form 5500 Β· 2023

Marine Biological Laboratory Defined Contribution Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$64M
Total assets
209
Participants
79th
Percentile by assets

Sponsored by Marine Biological Laboratory Β· Massachusetts Β· Educational Services

What the 2023 filing shows

Marine Biological Laboratory Defined Contribution Retirement Plan holds $64M for 209 participants - about $305,145 per participant, in the top quartile of all filed plans by assets, up 14.7% over the 2023 plan year.

$64M
total plan assets (2023 EOY)
209
covered participants
79th
percentile by assets (of 72,800 plans)
$305,145
avg assets per participant
Total Assets (2023)
$64M
Participants
209
Industry
Educational Services

What the Filing Says About Marine Biological Laboratory Defined Contribution Retirement Plan

Marine Biological Laboratory Defined Contribution Retirement Plan is a Money Purchase retirement plan sponsored by Marine Biological Laboratory, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $64M in total end-of-year assets and covers 209 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042104690, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $56M at the beginning of 2023 to $64M at year-end - a gain of 14.7%. Net assets (after liabilities) closed the year at $64M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$56M
Total Assets (End of Year)$64M
Net Assets (End of Year)$64M
Net Income$8M
Plan TypeMoney Purchase
Employer EIN042104690
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marine Biological Laboratory)

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.

Frequently Asked Questions

How much money is in the Marine Biological Laboratory Defined Contribution Retirement Plan?
As of the 2023 Form 5500 filing, Marine Biological Laboratory Defined Contribution Retirement Plan holds $64M in total assets with 209 participants. It is sponsored by Marine Biological Laboratory.
What type of plan is Marine Biological Laboratory Defined Contribution Retirement Plan?
Marine Biological Laboratory Defined Contribution Retirement Plan is a Money Purchase plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 042104690.
Who sponsors the Marine Biological Laboratory Defined Contribution Retirement Plan?
Marine Biological Laboratory Defined Contribution Retirement Plan is sponsored by Marine Biological Laboratory, located in Massachusetts. The sponsor's EIN is 042104690 and the plan operates in the Educational Services industry.
How did Marine Biological Laboratory Defined Contribution Retirement Plan perform in 2023?
Marine Biological Laboratory Defined Contribution Retirement Plan grew by 14.7% during 2023, moving from $56M to $64M in total assets. Net income was $8M.
Where can I find official filings for Marine Biological Laboratory Defined Contribution Retirement Plan?
Official Form 5500 filings for Marine Biological Laboratory Defined Contribution Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042104690 or plan name at efast.dol.gov.
How does Marine Biological Laboratory Defined Contribution Retirement Plan compare to other plans?
You can compare Marine Biological Laboratory Defined Contribution Retirement Plan against other Money Purchase plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042104690.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.