Woods Hole Oceanographic Institution 403(b) match, vesting and fees
What Woods Hole Oceanographic Institution'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Cbiz Cps'S PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Woods Hole Oceanographic Institution: employer contribution per participant | $7,557 | |
| Peer median | $2,556 |
| Woods Hole Oceanographic Institution: average balance | $184,855 | |
| Peer median | $100,166 |
| Woods Hole Oceanographic Institution: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.11% |
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 $221M at the end of plan year 2021 to $269M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,696 | $269M | $11M | $7,557 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,603 | $230M | $10.5M | $7,870 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 1,544 | $196M | $8.7M | $7,162 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 1,411 | $221M | $8.1M | $7,025 | 0.07% | Not published | Form 5500 ↗ |
Other Woods Hole Oceanographic Institution plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Plan for Employees of Woods Hole Oceanographic Institution
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.
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Woods Hole Oceanographic Institution match 401(k) contributions?
The match terms for the Woods Hole Oceanographic Institution Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $11M in employer contributions, about $7,557 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Woods Hole Oceanographic Institution 401(k) match vested?
The vesting schedule for the Woods Hole Oceanographic Institution Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Woods Hole Oceanographic Institution 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Woods Hole Oceanographic Institution.
I left Woods Hole Oceanographic Institution. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Woods Hole Oceanographic Institution, (508) 289-2253) or the recordkeeper, Empower Annuity Insurance Company. The Woods Hole Oceanographic Institution old 401(k) page lists the contacts from every plan filing. Find an old Woods Hole Oceanographic Institution 401(k)
Data from the public Form 5500 annual reports Woods Hole Oceanographic Institution filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Woods Hole Oceanographic Institution. Not financial advice. Report a correction · Methodology