Profit Sharing · DOL Form 5500 · 2023
Wgbh Educational Foundation Profit Sharing Plan
Data updated 2026-08-11
- $327M
- Total assets
- 1,129
- Participants
- 96th
- Percentile by assets
- $289,603
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $327M
- total plan assets (2023 EOY)
- 1,129
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $289,603
- avg assets per participant
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.
The Wgbh Educational Foundation Retirement Plan vs the 2023 asset distribution
By assets, The Wgbh Educational Foundation Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).
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)
| 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.
The Wgbh Educational Foundation Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Wgbh Educational Foundation Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Wgbh Educational Foundation Retirement Plan assets move in 2023? ▼
How have Wgbh Educational Foundation plan assets changed over time? ▼
Where does The Wgbh Educational Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Wgbh Educational Foundation Retirement Plan? ▼
Next read for The Wgbh Educational Foundation Retireme…
Scale reading
Ways to act on The Wgbh Educational Foundation Retirement Plan's numbers.
- By total assets, The Wgbh Educational Foundation Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Wgbh Educational Foundation's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Educational Services plans