Other · DOL Form 5500 · 2024
Marine Biological Laboratory Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 303
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $147,898
- Avg per participant Above avg balance/head
Official DOL plan name: Marine Biological Laboratory Tax Deferred Annuity Plan · Sponsored by Marine Biological Laboratory · Massachusetts · Educational Services
$45M in assets, 303 participants
Marine Biological Laboratory's Marine Biological Laboratory Tax Deferred Annuity Plan reported $45M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,536 in Educational Services (3,638 peers)
Coverage in Massachusetts
Marine Biological Laboratory Tax Deferred Annuity Plan covers 303 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $45M.
- #2,536
- in Educational Services (3,638 peers)
- +9.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Marine Biological Laboratory Tax Deferred Annuity Plan's outsized position by total assets
Marine Biological Laboratory Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$44,813,145 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Marine Biological Laboratory Tax Deferred Annuity Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marine Biological Laboratory Tax Deferred Annuity Plan sits mid-pack in the medium band (303 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marine Biological Laboratory Tax Deferred Annuity Plan reported participants rose from 241 in the plan year 2023 filing to 303 in the plan year 2024 filing.
- Marine Biological Laboratory Tax Deferred Annuity Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Marine Biological Laboratory Tax Deferred Annuity Plan end-of-year assets rose from $41M in the plan year 2023 filing to $45M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 042104690 · Marine Biological Laboratory PY 2024 · Other
Marine Biological Laboratory Tax Deferred Annuity Plan · $45M · 303 · 83rd
- VS-ST $45M
- VS-ST 303
- VS-ST 83rd
- VS-ST Other
- VS-ST near Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan
- VS-ST ind #2536
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 →
Marine Biological Laboratory Tax Deferred Annuity Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $4M |
| Employer EIN | 042104690 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marine Biological Laboratory)
Sponsor-wide plan assets over time
All Marine Biological Laboratory plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 25.031168692737094% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 380 | $92M |
| 2023 | 2 | 450 | $105M |
| 2024 | 2 | 569 | $115M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Marine Biological Laboratory Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan in NC ($45M); by covered participants it is New Communities, Inc. 403(b) Plan in ME (303 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Hospice & Palliative Care Charlotte Region Savings and Incentive Partnership Plan (NC) $45M · 829
- University of Massachusetts Global 403(b) Defined Contribution Retirement Plan (CA) $45M · 1,754
- Wildwood Programs, Inc. Tax Deferred Annuity Program (NY) $45M · 1,140
- Mt. Washington Pediatric Hospital 403(b) Plan (MD) $45M · 589
Similar participant headcount
Nearest other-state filings by covered participants (303 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.