Defined Benefit (Pension) · DOL Form 5500 · 2023

Woods Hole Oceanographic Institution Pension Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
300
Participants Below avg headcount
94th
Percentile by assets National rank
$620,032
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Woods Hole Oceanographic Institution · Sponsored by Woods Hole Oceanographic Institution · Massachusetts · Professional & Technical Services

$186M in assets, 300 participants

Woods Hole Oceanographic Institution's Retirement Plan for Employees of Woods Hole Oceanographic Institution reported $186M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,438 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Retirement Plan for Employees of Woods Hole Oceanographic Institution covers 300 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $186M.

#19,438
in Professional & Technical Services (20,321 peers)
+5.1%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Retirement Plan for Employees of Woods Hole Oceanographic Institution's outsized position by total assets

Retirement Plan for Employees of Woods Hole Oceanographic Institution vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$186,009,539 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 Woods Hole Oceanographic Institution 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. Retirement Plan for Employees of Woods Hole Oceanographic Institution sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Woods Hole Oceanographic Institution reported net income rose from -$45M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Retirement Plan for Employees of Woods Hole Oceanographic Institution reported participants fell from 329 in the plan year 2022 filing to 300 in the plan year 2023 filing.
  • Retirement Plan for Employees of Woods Hole Oceanographic Institution end-of-year assets rose from $177M in the plan year 2022 filing to $186M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042105850 · Woods Hole Oceanographic Institution PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Woods Hole Oceanographic Institution · $186M · 300 · 94th

  • TYPE $186M
  • TYPE 300
  • TYPE 94th
  • TYPE Defined Benefit (Pension)
  • TYPE near Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United
  • TYPE ind #19438

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Retirement Plan for Employees of Woods Hole Oceanographic Institution in the asset neighbourhood

Amerihealth Caritas Pension PlanAmerihealth Caritas Pension …$186MLaundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers UnitedLaundry, Dry Cleaning Worker…$186MRetirement Plan for Employees of Woods Hole Oceanographic InstitutionRetirement Plan for Employee…$186MMichigan Bac Pension Fund$186MIBEW Local No. 100 Pension PlanIBEW Local No. 100 Pension P…$185M
End-of-year total assets ($M) among Retirement Plan for Employees of Woods Hole Oceanographic Institution and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$177M
Net Assets (End of Year)$186M
Net Income$10M
Employer EIN042105850
Plan Effective Date1954-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Woods Hole Oceanographic Institution)

Sponsor-wide plan assets over time

All Woods Hole Oceanographic Institution plans reported in each filing year

Latest sponsor-wide plan assets
$462M 23.75502609105436% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $373M $462M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 1,581 $373M
2023 2 1,643 $416M
2024 2 1,670 $462M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Woods Hole Oceanographic Institution vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Employees of Woods Hole Oceanographic Institution, Total assets ($B): 0.186009539 · Participants: 300Retirement Plan for Employees of Woods Hole Oceanographic InstitutionConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Retirement Plan for Employees of Woods Hole Oceanographic Institution vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Retirement Plan for Employees of Woods Hole Oceanographic Institution side-by-side with 3 peers →

Retirement Plan for Employees of Woods Hole Oceanographic Institution's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United in NY ($186M); by covered participants it is IBEW Local No. 223 Pension in CT (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($186M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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.

Frequently Asked Questions

How did Retirement Plan for Employees of Woods Hole Oceanographic Institution assets move in 2023? ▼
Retirement Plan for Employees of Woods Hole Oceanographic Institution grew at a solid clip - up 5.1% during 2023, from $177M to $186M. Reported net income was $10M.
How have Woods Hole Oceanographic Institution plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Woods Hole Oceanographic Institution's sponsor-wide assets grew 23.8%, from $373M to $462M.
Where does Retirement Plan for Employees of Woods Hole Oceanographic Institution rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Woods Hole Oceanographic Institution ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Woods Hole Oceanographic Institution? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United in NY ($186M, 2,158 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Woods Hole Oceanographic Institution? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local No. 223 Pension in CT (300 participants, $59M in assets).

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 042105850.

Read our methodology - how this data is sourced, computed, and verified.

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