Defined Benefit (Pension) · DOL Form 5500 · 2023
The Watson Institute Pension Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 54
- Participants Small participant base
- 85th
- Percentile by assets National rank
- $866,869
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of the Watson Institute · Sponsored by The Watson Institute · Pennsylvania · Healthcare & Social Assistance
$47M in assets, 54 participants
The Watson Institute's Retirement Plan for Employees of the Watson Institute reported $47M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #15,403 in Healthcare & Social Assistance (17,684 peers)
Where Retirement Plan for Employees of the Watson Institute sits by assets
Retirement Plan for Employees of the Watson Institute sits in the top quartile of all filed plans by assets, $47M for 54 participants (~$866,869/participant), up 0.3% in 2023.
- #15,403
- in Healthcare & Social Assistance (17,684 peers)
- +0.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Retirement Plan for Employees of the Watson Institute's outsized position by total assets
Retirement Plan for Employees of the Watson Institute vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,810,941 Top 15% higher than 85% 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
Retirement Plan for Employees of the Watson Institute among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of the Watson Institute is a small filing (54 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of the Watson Institute reported net income fell from $788K in the plan year 2022 filing to $150K in the plan year 2023 filing.
- Retirement Plan for Employees of the Watson Institute reported participants fell from 68 in the plan year 2022 filing to 54 in the plan year 2023 filing.
- Retirement Plan for Employees of the Watson Institute end-of-year assets rose from $47M in the plan year 2022 filing to $47M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 251561504 · The Watson Institute PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of the Watson Institute · $47M · 54 · 85th
- BOY $47M
- SCH 54
- EBSA 85th
- PART Defined Benefit (Pension)
- TYPE near Firstbank Puerto Rico Retirement Plan for the Former Employees of Banco Santander
- NET ind #15403
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Retirement Plan for Employees of the Watson Institute in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $150K |
| Employer EIN | 251561504 |
| Plan Effective Date | 1973-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Watson Institute)
Sponsor-wide plan assets over time
All The Watson Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $48M 3.9338518927427013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $47M |
| 2023 | 1 | 54 | $47M |
| 2024 | 1 | 53 | $48M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Retirement Plan for Employees of the Watson Institute's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Firstbank Puerto Rico Retirement Plan for the Former Employees of Banco Santander in PR ($47M); by covered participants it is Rpm International Inc. Union Retirement Plan in OH (54 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Firstbank Puerto Rico Retirement Plan for the Former Employees of Banco Santander (PR) $47M · 184
- Trusted Media Brands, Inc. Cash Balance Plan (NY) $47M · 530
- Wec Energy Group Retirement Plan for Minnesota Energy Resources Corporation (WI) $47M · 69
- Nus Corporation Employees' Pension Plan (TX) $47M · 7
Similar participant headcount
Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.