Defined Benefit (Pension) · DOL Form 5500 · 2024
Woods Hole Oceanographic Institution Pension Plan
Data updated 2026-08-25
- $193M
- Total assets Near avg plan size
- 286
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $675,114
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Woods Hole Oceanographic Institution · Sponsored by Woods Hole Oceanographic Institution · Massachusetts · Professional & Technical Services
$193M in assets, 286 participants
Woods Hole Oceanographic Institution's Retirement Plan for Employees of Woods Hole Oceanographic Institution reported $193M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,221 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Retirement Plan for Employees of Woods Hole Oceanographic Institution covers 286 participants in Massachusetts, about 43% of the average Massachusetts filer (state average ~659 per filing). Assets: $193M.
- #19,221
- in Professional & Technical Services (20,173 peers)
- +3.8%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Woods Hole Oceanographic Institution's outsized position by total assets
Retirement Plan for Employees of Woods Hole Oceanographic Institution vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$193,082,619 Top 6% higher than 94% 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 Woods Hole Oceanographic Institution 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 Woods Hole Oceanographic Institution sits mid-pack in the medium band (286 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Woods Hole Oceanographic Institution reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Retirement Plan for Employees of Woods Hole Oceanographic Institution reported participants fell from 300 in the plan year 2023 filing to 286 in the plan year 2024 filing.
- Retirement Plan for Employees of Woods Hole Oceanographic Institution end-of-year assets rose from $186M in the plan year 2023 filing to $193M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042105850 · Woods Hole Oceanographic Institution PY 2024 · Defined Benefit (Pension)
Retirement Plan for Employees of Woods Hole Oceanographic Institution · $193M · 286 · 94th
- VS-ST $193M
- VS-ST 286
- VS-ST 94th
- VS-ST Defined Benefit (Pension)
- VS-ST near Sheet Metal Workers' Local Union No. 9 Pension Pla
- VS-ST ind #19221
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 →
Retirement Plan for Employees of Woods Hole Oceanographic Institution in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $186M |
|---|---|
| Net Assets (End of Year) | $191M |
| Net Income | $5M |
| Employer EIN | 042105850 |
| Plan Effective Date | 1954-07-01 |
| 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 Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Retirement Plan for Employees of Woods Hole Oceanographic Institution's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Sheet Metal Workers' Local Union No. 9 Pension Pla in CO ($193M); by covered participants it is Catv Industry-IBEW Pension Plan in HI (286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193M here).
- Sheet Metal Workers' Local Union No. 9 Pension Pla (CO) $193M · 845
- Mymichigan Health Pension Plan for Armc Employees (MI) $193M · 62
- Laundry, Dry Cleaning Workers & Allied Industries Retirement Fund, Workers United (NY) $193M · 2,130
- Oregon & Southwest Washington Painters Pension Plan (OR) $193M · 1,067
Similar participant headcount
Nearest other-state filings by covered participants (286 participants); asset peers above are excluded.
- Catv Industry-IBEW Pension Plan (HI) 286 · 0 off
- United Association Plumbers Local 773 Pension Plan (NY) 286 · 0 off
- J.G. Boswell Company Employees' Retirement Plan (CA) 287 · 1 off
- Logan Aluminum Pension Plan (KY) 287 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.