Defined Benefit (Pension) · DOL Form 5500 · 2024

The Watson Institute Pension Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
53
Participants Small participant base
84th
Percentile by assets National rank
$915,026
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of the Watson Institute · Sponsored by The Watson Institute · Pennsylvania · Healthcare & Social Assistance

$48M in assets, 53 participants

The Watson Institute's Retirement Plan for Employees of the Watson Institute reported $48M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,563 in Healthcare & Social Assistance (16,916 peers)

Where Retirement Plan for Employees of the Watson Institute sits by assets

Retirement Plan for Employees of the Watson Institute sits in the top quartile of all filed plans by assets, $48M for 53 participants (~$915,026/participant), up 3.6% in 2024.

#14,563
in Healthcare & Social Assistance (16,916 peers)
+3.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Retirement Plan for Employees of the Watson Institute's outsized position by total assets

Retirement Plan for Employees of the Watson Institute vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$48,496,373 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 the Watson Institute among smaller 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 the Watson Institute is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of the Watson Institute reported net income rose from $150K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Retirement Plan for Employees of the Watson Institute end-of-year assets rose from $47M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Retirement Plan for Employees of the Watson Institute reported participants fell from 54 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251561504 · The Watson Institute PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of the Watson Institute · $48M · 53 · 84th

  • PHOTO $48M
  • IND 53
  • EOY 84th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Fulton Fish Market Pension Fund
  • PCT ind #14563

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Retirement Plan for Employees of the Watson Institute in the asset neighbourhood

Teamsters Local No. 35 Pension PlanTeamsters Local No. 35 Pensi…$49MRetirement Plan for Employees of the Watson InstituteRetirement Plan for Employee…$48MFulton Fish Market Pension FundFulton Fish Market Pension F…$48MHydro Extrusion USA, LLC Pension PlanHydro Extrusion USA, LLC Pen…$48MWisconsin Alumni Research Foundation Pension PlanWisconsin Alumni Research Fo…$48M
End-of-year total assets ($M) among Retirement Plan for Employees of the Watson Institute and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$48M
Net Income$2M
Employer EIN251561504
Plan Effective Date1973-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Watson Institute)

Sponsor-wide plan assets over time

All The Watson Institute plans reported in each filing year

Latest sponsor-wide plan assets
$48M 3.9338518927427013% vs 2022
2024 filing year
$46M$47M$48M$49M 202220232024 $46.7M $48.5M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 68 $47M
2023 1 54 $47M
2024 1 53 $48M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of the Watson Institute vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Employees of the Watson Institute, Total assets ($B): 0.048496373 · Participants: 53Retirement Plan for Employees of the Watson InstituteNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Retirement Plan for Employees of the Watson Institute vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Retirement Plan for Employees of the Watson Institute side-by-side with 3 peers →

Retirement Plan for Employees of the Watson Institute's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Fulton Fish Market Pension Fund in NY ($48M); by covered participants it is Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company in MA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Retirement Plan for Employees of the Watson Institute assets move in 2024? ▼
Retirement Plan for Employees of the Watson Institute edged up modestly - up 3.6% during 2024, from $47M to $48M. Reported net income was $2M.
How have The Watson Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Watson Institute's sponsor-wide assets grew 3.9%, from $47M to $48M.
Where does Retirement Plan for Employees of the Watson Institute rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of the Watson Institute ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of the Watson Institute? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fulton Fish Market Pension Fund in NY ($48M, 213 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of the Watson Institute? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for the Benefit of Salaried and Other Employees of Boston Mutual Life Insurance Company in MA (53 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251561504.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.