Find an old Whitehead Institute for Biomedical Research 401(k)

Who to contact about an account in each of the 2 Whitehead Institute for Biomedical Research plans, from the filings. Free, no sign-up, no Social Security number.

Whitehead Institute for Biomedical Research 403b Plan

Whitehead Institute for Biomedical Research · Plan 002 · EIN 06-1043412 · Cambridge, MA

Active · plan year 2025 filing403(b)
Plan administratorWhitehead Institute for Biomedical Research
455 Main Street, Cambridge, MA 02142
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances310 separated participants still had money in the planForm 5500 ↗

Retirement Plan for Employees of Whitehead Institute for Biomedical Research

Whitehead Institute for Biomedical Research · Plan 001 · EIN 06-1043412 · Cambridge, MA

Active · plan year 2025 filingRetirement
Plan administratorWhitehead Institute for Biomedical Research
455 Main Street, Cambridge, MA 02142
Form 5500 ↗
Recordkeeper (who holds the accounts)TIAASchedule C ↗
Former employees with balances814 separated participants still had money in the planForm 5500 ↗

Whitehead Institute for Biomedical Research 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Whitehead Institute for Biomedical Research 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Whitehead Institute for Biomedical Research, (617) 258-6725. The accounts are held by the recordkeeper, TIAA. Have your Social Security number and dates of employment ready.

What is the Whitehead Institute for Biomedical Research 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (617) 258-6725.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Whitehead Institute for Biomedical Research and does not hold accounts. Not financial advice. Report a correction