Woods Hole, MA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Woods Hole, MA has 10 loaded benefit plan(s) reported by 4 plan sponsor(s), with $539,857,305 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
4
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$539,857,305
Total reported liabilities (EOY)
$1,582,046
Total reported net assets (EOY)
$538,275,259

Contributions & income

Employer contributions
$21,156,495
Participant contributions
$15,582,664
Total income / additions
$101,684,289

Expenses & distributions

Benefits paid / distributions
$42,038,962
Total expenses
$44,184,957
Net increase / (decrease)
$57,499,332

Coverage

Total reported participants
7,053
Plans with financial statements
7
Plans with provider compensation
7

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Woods Hole, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Woods Hole, MA
PlanSponsorReported assets (EOY)Year
Woods Hole Oceanographic Institution Defined Contribution Retirement PlanWoods Hole Oceanographic Institution$229,583,9352023
Retirement Plan For Employees Of Woods Hole Oceanographic InstitutionWoods Hole Oceanographic Institution$186,009,5392023
Marine Biological Laboratory Defined Contribution Retirement PlanMarine Biological Laboratory$63,775,2022023
Marine Biological Laboratory Tax Deferred Annuity PlanMarine Biological Laboratory$40,777,1632023
Woods Hole Oceanographic Institution Medical Benefit PlanWoods Hole Oceanographic Institution$10,158,5822023
Integrated Statistics Incorporated 401(K) PlanIntegrated Statistics Incorporated$5,021,5112023
Marine Biological Laboratory Post-Retirement Health PlanMarine Biological Laboratory$4,531,3732023
Integrated Statistics Inc Health PlanIntegrated Statistics Incnot reported in the loaded dataset2023
Marine Biological Laboratory Health And Welfare Benefits PlanMarine Biological Laboratorynot reported in the loaded dataset2023
Woods Hole Oceanographic InstitutionWoods Hole Oceanographic Institutionnot reported in the loaded dataset2023

Related Form 5500 pages