2023 Form 5500 filing — Woods Hole Oceanographic Institution Defined Contribution Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241220115310NAL0012984738001) for Woods Hole Oceanographic Institution Defined Contribution Retirement Plan, reported by Woods Hole Oceanographic Institution under EIN 04-2105850 and plan number 002. It reports 1,544 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220115310NAL0012984738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Woods Hole Oceanographic Institution
- EIN
- 04-2105850
- Plan number
- 002
- Location
- Woods Hole, MA
- Participants
- 1,544
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $229,583,935
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $229,583,935
- Employer contributions
- $10,507,016
- Participant contributions
- $9,816,675
- Total income / additions
- $47,733,343
- Benefits paid
- $14,101,656
- Administrative expenses
- $111,504
- Total expenses
- $14,268,263
- Net increase / (decrease)
- $33,465,080
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $73,106 | $0 |
| Charles Schwab & Co., Inc. | NONE | $1,129 | not reported in the loaded dataset |