Money Purchase · DOL Form 5500 · 2024
Whitehead Institute for Biomedical Research Money Purchase Plan
Data updated 2026-08-11
- $99M
- Total assets
- 317
- Participants
- 90th
- Percentile by assets
- $311,051
- Avg per participant
Official DOL plan name: Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research · Sponsored by Whitehead Institute for Biomedical Research · Massachusetts · Educational Services
$99M in assets, 317 participants
Whitehead Institute for Biomedical Research's Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research reported $99M in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 123,622 plans)
- #3,018 in Educational Services (3,638 peers)
Coverage in Massachusetts
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research covers 317 participants in Massachusetts, about 48% of the average Massachusetts filer (state average ~659 per filing). Assets: $99M.
- $99M
- total plan assets (2024 EOY)
- 317
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $311,051
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research reported net income fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research end-of-year assets rose from $89M in the plan year 2023 filing to $99M in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research reports 317 participants - about 48% of that state average ($99M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | $10M |
| 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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research by total assets, not by location.
- Lifelink Foundation, Inc. Retirement Plan (FL) $99M · 471
- Bozeman Health Retirement Plan (MT) $99M · 1,879
- IBEW Local No. 82 Defined Contribution Plan (PA) $98M · 945
- Oocl (USA) Inc. Defined Contribution Pension Plan (UT) $97M · 475
Frequently Asked Questions
How did Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research assets move in 2024? ▼
How have Whitehead Institute for Biomedical Research plan assets changed over time? ▼
Where does Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research? ▼
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Filing takeaways
Ways to act on Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research's numbers.
- By total assets, Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase 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