Other · DOL Form 5500 · 2024
Whitehead Institute for Biomedical Research Retirement Plan
Data updated 2026-08-11
- $55M
- Total assets
- 312
- Participants
- 85th
- Percentile by assets
- $177,771
- Avg per participant
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.
- 85th percentile by assets (of 123,622 plans)
- #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.
- $55M
- total plan assets (2024 EOY)
- 312
- covered participants
- 85th
- percentile by assets (of 123,622 plans)
- $177,771
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Whitehead Institute for Biomedical Research 403b Plan reports 312 participants - about 47% of that state average ($55M EOY assets).
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)
| 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.
Whitehead Institute for Biomedical Research 403b Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Whitehead Institute for Biomedical Research 403b Plan by total assets, not by location.
Frequently Asked Questions
How did Whitehead Institute for Biomedical Research 403b Plan assets move in 2024? ▼
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Where does Whitehead Institute for Biomedical Research 403b Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Whitehead Institute for Biomedical Research 403b Plan's numbers.
- By total assets, Whitehead Institute for Biomedical Research 403b Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Whitehead Institute for Biomedical Research's sponsor-wide assets have grown 30.0% since 2022 across 3 plan years on file. More Educational Services plans