Profit Sharing · DOL Form 5500 · 2023
Wgbh Educational Foundation Profit Sharing Plan
Data updated 2026-08-25
- $327M
- Total assets Above avg plan size
- 1,129
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $289,603
- Avg per participant High balance/head
Official DOL plan name: The Wgbh Educational Foundation Retirement Plan · Sponsored by Wgbh Educational Foundation · Massachusetts · Educational Services
$327M in assets, 1,129 participants
Wgbh Educational Foundation's The Wgbh Educational Foundation Retirement Plan reported $327M in total assets and 1,129 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,523 in Educational Services (3,735 peers)
Where The Wgbh Educational Foundation Retirement Plan sits by assets
The Wgbh Educational Foundation Retirement Plan sits in the top 5% of all filed plans by assets, $327M for 1,129 participants (~$289,603/participant), up 13.9% in 2023.
- #3,523
- in Educational Services (3,735 peers)
- +13.9%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
The Wgbh Educational Foundation Retirement Plan's outsized position by total assets
The Wgbh Educational Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$326,961,355 Top 4% higher than 96% 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
The Wgbh Educational Foundation Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Wgbh Educational Foundation Retirement Plan lands in the large band (1,129 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Wgbh Educational Foundation Retirement Plan reported net income rose from -$58M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- The Wgbh Educational Foundation Retirement Plan end-of-year assets rose from $287M in the plan year 2022 filing to $327M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 042104397 · Wgbh Educational Foundation PY 2023 · Profit Sharing
The Wgbh Educational Foundation Retirement Plan · $327M · 1,129 · 96th
- 5500 $327M
- ASSETS 1,129
- PCT 96th
- EIN Profit Sharing
- RANK near Bricklayers Local 1 of PA/De Annuity Fund
- PHOTO ind #3523
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 →
The Wgbh Educational Foundation Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $287M |
|---|---|
| Net Assets (End of Year) | $327M |
| Net Income | $40M |
| Employer EIN | 042104397 |
| Plan Effective Date | 1987-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wgbh Educational Foundation)
Sponsor-wide plan assets over time
All Wgbh Educational Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $361M 25.79235721468425% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,138 | $287M |
| 2023 | 1 | 1,129 | $327M |
| 2024 | 1 | 854 | $361M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
The Wgbh Educational Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Bricklayers Local 1 of PA/De Annuity Fund in PA ($326M); by covered participants it is Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees in CA (1,133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($327M here).
- Bricklayers Local 1 of PA/De Annuity Fund (PA) $326M · 2,414
- Twin City Ironworkers Defined Contribution Fund (MN) $322M · 2,539
- Textron Retirement Account Plan Trust (RI) $332M · 10,046
- Indiana State Council of Plasterers & Cement Mason Pension Fund (IN) $321M · 1,127
Similar participant headcount
Nearest other-state filings by covered participants (1,129 participants); asset peers above are excluded.
- Matson, Inc. 401(k) and Profit Sharing Plan for Non-Bargaining Employees (CA) 1,133 · 4 off
- Cement and Concrete Workers DC Annuity Fund (NY) 1,134 · 5 off
- Plumbers & Steamfitters Local 21 Annuity Plan (NY) 1,135 · 6 off
- Sumitomo Electric Group 401(k) Plan (NY) 1,122 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.