Other · DOL Form 5500 · 2024
Woods Hole Oceanographic Institution Retirement Plan
Data updated 2026-08-25
- $269M
- Total assets Near avg plan size
- 1,384
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $194,071
- Avg per participant Above avg balance/head
Official DOL plan name: Woods Hole Oceanographic Institution Defined Contribution Retirement Plan · Sponsored by Woods Hole Oceanographic Institution · Massachusetts · Professional & Technical Services
$269M in assets, 1,384 participants
Woods Hole Oceanographic Institution's Woods Hole Oceanographic Institution Defined Contribution Retirement Plan reported $269M in total assets and 1,384 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,466 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan covers 1,384 participants in Massachusetts, 2.1x the typical Massachusetts plan (state average ~659 per filing). Assets: $269M.
- #19,466
- in Professional & Technical Services (20,173 peers)
- +17.0%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan's outsized position by total assets
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$268,594,858 Top 5% higher than 95% 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
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woods Hole Oceanographic Institution Defined Contribution Retirement Plan lands in the large band (1,384 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Woods Hole Oceanographic Institution Defined Contribution Retirement Plan end-of-year assets rose from $230M in the plan year 2023 filing to $269M in the plan year 2024 filing.
- Woods Hole Oceanographic Institution Defined Contribution Retirement Plan reported net income rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.
- Woods Hole Oceanographic Institution Defined Contribution Retirement Plan reported participants rose from 1,343 in the plan year 2023 filing to 1,384 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042105850 · Woods Hole Oceanographic Institution PY 2024 · Other
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan · $269M · 1,384 · 95th
- VS-ST $269M
- VS-ST 1,384
- VS-ST 95th
- VS-ST Other
- VS-ST near Ellis Hospital Employees Defined Contribution Retirement Plan
- VS-ST ind #19466
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $230M |
|---|---|
| Net Assets (End of Year) | $269M |
| Net Income | $39M |
| Employer EIN | 042105850 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woods Hole Oceanographic Institution)
Sponsor-wide plan assets over time
All Woods Hole Oceanographic Institution plans reported in each filing year
- Latest sponsor-wide plan assets
- $462M 23.75502609105436% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,581 | $373M |
| 2023 | 2 | 1,643 | $416M |
| 2024 | 2 | 1,670 | $462M |
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
Woods Hole Oceanographic Institution Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Ellis Hospital Employees Defined Contribution Retirement Plan in NY ($269M); by covered participants it is Shs 403b Plan in PA (1,384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($269M here).
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) $269M · 2,790
- Operating Engineers Local 520 Annuity Plan (IL) $269M · 2,930
- Concord Hospital 403(b) Plan (NH) $269M · 2,451
- Beebe Medical Center Retirement Plus Plan (DE) $268M · 3,054
Similar participant headcount
Nearest other-state filings by covered participants (1,384 participants); asset peers above are excluded.
- Shs 403b Plan (PA) 1,384 · 0 off
- Oswego Health 403(b) Retirement Plan (NY) 1,380 · 4 off
- American Baptist Homes of the Midwest Tda Plan (MN) 1,390 · 6 off
- 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia (VA) 1,391 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.