Profit Sharing · DOL Form 5500 · 2024
Wgbh Educational Foundation Profit Sharing Plan
Data updated 2026-08-25
- $361M
- Total assets Above avg plan size
- 854
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $423,011
- Avg per participant High balance/head
Official DOL plan name: The Wgbh Educational Foundation Retirement Plan · Sponsored by Wgbh Educational Foundation · Massachusetts · Educational Services
$361M in assets, 854 participants
Wgbh Educational Foundation's The Wgbh Educational Foundation Retirement Plan reported $361M in total assets and 854 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,429 in Educational Services (3,638 peers)
Where The Wgbh Educational Foundation Retirement Plan sits by assets
The Wgbh Educational Foundation Retirement Plan sits in the top 5% of all filed plans by assets, $361M for 854 participants (~$423,011/participant), up 10.5% in 2024.
- #3,429
- in Educational Services (3,638 peers)
- +10.5%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
The Wgbh Educational Foundation Retirement Plan's outsized position by total assets
The Wgbh Educational Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$361,251,333 Top 4% higher than 96% 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
The Wgbh Educational Foundation Retirement Plan 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. The Wgbh Educational Foundation Retirement Plan sits mid-pack in the medium band (854 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Wgbh Educational Foundation Retirement Plan reported participants fell from 1,129 in the plan year 2023 filing to 854 in the plan year 2024 filing.
- The Wgbh Educational Foundation Retirement Plan reported net income fell from $40M in the plan year 2023 filing to $34M in the plan year 2024 filing.
- The Wgbh Educational Foundation Retirement Plan end-of-year assets rose from $327M in the plan year 2023 filing to $361M in the plan year 2024 filing.
DOL schedule card
Filing strip 042104397 · Wgbh Educational Foundation PY 2024 · Profit Sharing
The Wgbh Educational Foundation Retirement Plan · $361M · 854 · 96th
- PART $361M
- PART 854
- PART 96th
- PART Profit Sharing
- PART near North Mississippi Health Services, Inc. Employer Savings Plan
- PART ind #3429
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 →
The Wgbh Educational Foundation Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $327M |
|---|---|
| Net Assets (End of Year) | $361M |
| Net Income | $34M |
| Employer EIN | 042104397 |
| Plan Effective Date | 1987-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wgbh Educational Foundation)
Sponsor-wide plan assets over time
All Wgbh Educational Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $361M 25.79235721468425% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,138 | $287M |
| 2023 | 1 | 1,129 | $327M |
| 2024 | 1 | 854 | $361M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
The Wgbh Educational Foundation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is North Mississippi Health Services, Inc. Employer Savings Plan in MS ($362M); by covered participants it is Bronxcare Health System Retirement Plan in NY (853 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($361M here).
- North Mississippi Health Services, Inc. Employer Savings Plan (MS) $362M · 7,188
- Cooper Health System, Inc. Defined Contribution Retirement Plan (NJ) $359M · 7,208
- American Maritime Officers Defined Contribution Plan (FL) $357M · 4,201
- Retirement Plan of Saratoga Hospital (NY) $368M · 3,315
Similar participant headcount
Nearest other-state filings by covered participants (854 participants); asset peers above are excluded.
- Bronxcare Health System Retirement Plan (NY) 853 · 1 off
- Building Trades Annuity Benefit Fund (NY) 853 · 1 off
- Trinity Services Inc. Employees Retirement Plan (IL) 852 · 2 off
- Penobscot Community Health Center 403(b) Plan (ME) 858 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.