Woods Hole Oceanographic Institution Defined Contribution Retirement Plan — Form 5500 plan (Woods Hole Oceanographic Institution)

Plain-English plan 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 Oceanographic Institution Defined Contribution Retirement Plan is a benefit plan reported by Woods Hole Oceanographic Institution under EIN 04-2105850 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,544 participants and $229,583,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Woods Hole Oceanographic Institution
EIN
04-2105850
Plan number
002
Plan type
2
Location
Woods Hole, MA
Latest filing year
2023
Participants
1,544
End-of-year plan assets
$229,583,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,544H, C20241220115310NAL0012984738001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$229,583,935
Total liabilities (EOY)
$0
Net assets (EOY)
$229,583,935
Net assets (BOY)
$196,118,855

Income & contributions

Employer contributions
$10,507,016
Participant contributions
$9,816,675
Total contributions
$20,739,673
Total income / additions
$47,733,343

Expenses & distributions

Benefits paid
$14,101,656
Administrative expenses
$111,504
Total expenses
$14,268,263
Net increase / (decrease)
$33,465,080

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$73,106$02023
Charles Schwab & Co., Inc.NONE$1,129not reported in the loaded dataset2023

Related Form 5500 pages