The Watson Institute — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Watson Institute (EIN 25-1561504) is a plan sponsor located in Sewickley, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
25-1561504
Location
Sewickley, PA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$46,810,941
Total reported net assets (EOY)
$46,810,941

Contributions & income

Employer contributions
$1,400,000
Total income / additions
$2,058,703

Expenses & distributions

Benefits paid / distributions
$1,772,056
Total expenses
$1,908,568
Net increase / (decrease)
$150,135

Coverage

Total reported participants
836
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

The Watson Institute plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Retirement Plan For Employees Of The Watson Institute001307$46,810,9412023
The Watson Institute Employee Benefit Plan501529not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Watson Institute
YearPlanParticipantsSchedulesFiling
2023Retirement Plan For Employees Of The Watson Institute307H, C20241127080751NAL0011148592001
2023The Watson Institute Employee Benefit Plan52920250109172450NAL0026155890001

Related Form 5500 pages