Other · DOL Form 5500 · 2024
Whitehead Institute for Biomedical Research Retirement Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 312
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $177,771
- Avg per participant Above avg balance/head
Official DOL plan name: Whitehead Institute for Biomedical Research 403b Plan · Sponsored by Whitehead Institute for Biomedical Research · Massachusetts · Educational Services
$55M in assets, 312 participants
Whitehead Institute for Biomedical Research's Whitehead Institute for Biomedical Research 403b Plan reported $55M in total assets and 312 participants in its 2024 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.
- #2,690 in Educational Services (3,638 peers)
Coverage in Massachusetts
Whitehead Institute for Biomedical Research 403b Plan covers 312 participants in Massachusetts, about 47% of the average Massachusetts filer (state average ~659 per filing). Assets: $55M.
- #2,690
- in Educational Services (3,638 peers)
- +6.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Whitehead Institute for Biomedical Research 403b Plan's outsized position by total assets
Whitehead Institute for Biomedical Research 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,464,536 Top 15% higher than 85% 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
Whitehead Institute for Biomedical Research 403b 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. Whitehead Institute for Biomedical Research 403b Plan sits mid-pack in the medium band (312 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Whitehead Institute for Biomedical Research 403b Plan reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Whitehead Institute for Biomedical Research 403b Plan reported participants fell from 341 in the plan year 2023 filing to 312 in the plan year 2024 filing.
- Whitehead Institute for Biomedical Research 403b Plan end-of-year assets rose from $52M in the plan year 2023 filing to $55M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 061043412 · Whitehead Institute for Biomedical Research PY 2024 · Other
Whitehead Institute for Biomedical Research 403b Plan · $55M · 312 · 85th
- ASSETS $55M
- ASSETS 312
- ASSETS 85th
- ASSETS Other
- ASSETS near The Buckley School in the City of New York 403(b) Defined Contribution Plan
- ASSETS ind #2690
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 →
Whitehead Institute for Biomedical Research 403b Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $3M |
| Employer EIN | 061043412 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whitehead Institute for Biomedical Research)
Sponsor-wide plan assets over time
All Whitehead Institute for Biomedical Research plans reported in each filing year
- Latest sponsor-wide plan assets
- $154M 29.98396991018452% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 578 | $119M |
| 2023 | 2 | 658 | $141M |
| 2024 | 2 | 629 | $154M |
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
Whitehead Institute for Biomedical Research 403b Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Buckley School in the City of New York 403(b) Defined Contribution Plan in NY ($55M); by covered participants it is Villa Esperanza 403(b) Retirement Savings Plan in CA (312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.
- Villa Esperanza 403(b) Retirement Savings Plan (CA) 312 · 0 off
- Population Services International 403(b) Plan (DC) 312 · 0 off
- Clarity Child Guidance Center 403b Plan (TX) 312 · 0 off
- Saint Coletta of Greater Washington 403(b) Plan (DC) 312 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.