Money Purchase · DOL Form 5500 · 2024
Whitehead Institute for Biomedical Research Money Purchase Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $311,051
- Avg per participant High balance/head
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.
- #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.
- #3,018
- in Educational Services (3,638 peers)
- +11.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research's outsized position by total assets
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$98,603,311 Top 10% higher than 90% 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
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research 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. Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research sits mid-pack in the medium band (317 participants).
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.
DOL schedule card
Filing strip 061043412 · Whitehead Institute for Biomedical Research PY 2024 · Money Purchase
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research · $99M · 317 · 90th
- PART $99M
- TYPE 317
- NET 90th
- BOOK Money Purchase
- VS-ST near Lifelink Foundation, Inc. Retirement Plan
- BOY ind #3018
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 →
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research in the asset neighbourhood
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)
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 Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- 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
Retirement Plan for Employees of Whitehead Insti- Tute for Biomedical Research's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Lifelink Foundation, Inc. Retirement Plan in FL ($99M); by covered participants it is Shopmen's Iron Workers Retirement Fund of Southern California in CA (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Shopmen's Iron Workers Retirement Fund of Southern California (CA) 317 · 0 off
- Miner Enterprises Pension Plan (IL) 316 · 1 off
- Hawaii Tapers' Annuity Plan (HI) 316 · 1 off
- Council on Aging of Southwestern Ohio, Inc. Retirement Plan (OH) 316 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.