Whitehead Institute for Biomedical Research 403(b) match, vesting and fees
What Whitehead Institute for Biomedical Research's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 590 defined-contribution plans in educational services with 100 to 499 participants.
| Whitehead Institute for Biomedical Research: employer contribution per participant | — | |
| Peer median | $1,800 |
| Whitehead Institute for Biomedical Research: average balance | $117,249 | |
| Peer median | $72,234 |
| Whitehead Institute for Biomedical Research: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.18% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $49.9M at the end of plan year 2021 to $57.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 610 | $57.6M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 623 | $55.5M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 646 | $52.1M | — | — | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 627 | $43.4M | — | — | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 592 | $49.9M | — | — | 0.05% | Not published | Form 5500 ↗ |
Other Whitehead Institute for Biomedical Research plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of Whitehead Institute for Biomedical Research
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Whitehead Institute for Biomedical Research match 401(k) contributions?
The match terms for the Whitehead Institute for Biomedical Research 403b Plan have not been published from its filing yet.
When is the Whitehead Institute for Biomedical Research 401(k) match vested?
The vesting schedule for the Whitehead Institute for Biomedical Research 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Whitehead Institute for Biomedical Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is TIAA. The plan administrator is Whitehead Institute for Biomedical Research.
I left Whitehead Institute for Biomedical Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Whitehead Institute for Biomedical Research, (617) 258-6725) or the recordkeeper, TIAA. The Whitehead Institute for Biomedical Research old 401(k) page lists the contacts from every plan filing. Find an old Whitehead Institute for Biomedical Research 401(k)
Data from the public Form 5500 annual reports Whitehead Institute for Biomedical Research filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Whitehead Institute for Biomedical Research. Not financial advice. Report a correction · Methodology