Retirement Plan for Employees of Woods Hole Oceanographic Institution
Corporate pension, based in Woods Hole, Massachusetts, reporting $193M in assets, for 913 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Barees Capital Management appears on Retirement Plan for Employees of Woods Hole Oceanographic Institution's Schedule C as investment manager (plan year 2024 vs 2023).
Relationship network
12 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 4.7%
- Corporate debt instruments (other) 8.7%
- Partnership/joint venture interests 69.5%
- Registered investment companies 13.1%
- Common stock 1.2%
Consultants and advisers
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Trusteethrough Dec 31, 2022 Form 5500
People
Manager roster
- Cambridge Associatesplan years 2022
- Acadian Emerging Markets IIplan years 2022
- HS Management Partners, LLCplan years 2022
+3 more Schedule C managers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2024Manager relationship startedBarees Capital Management appears on Retirement Plan for Employees of Woods Hole Oceanographic Institution's Schedule C as investment manager (plan year 2024 vs 2023)with Barees Capital Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceBarees Capital Management no longer appears on Retirement Plan for Employees of Woods Hole Oceanographic Institution's Schedule C as investment manager (plan year 2023 vs 2022)with Barees Capital Managementaskebsa.dol.gov
- Dec 31, 2023Manager relationship endedinferenceL and G Investment no longer appears on Retirement Plan for Employees of Woods Hole Oceanographic Institution's Schedule C as investment manager (plan year 2023 vs 2022)with L and G Investmentaskebsa.dol.gov
- Jan 1, 2023Funded status changedRetirement Plan for Employees of Woods Hole Oceanographic Institution funded ratio 97.4% -> 88.8% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedRetirement Plan for Employees of Woods Hole Oceanographic Institution plan assets $222M -> $177M (-20.1%, 2022-01-01 to 2023-01-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 913 | $184M | $216M | 88.2% | $193M | $134M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 942 | $177M | $219M | 88.8% | $186M | $145M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 977 | $222M | $216M | 97.4% | $177M | $140M | Not disclosed | Not disclosed |
- Cambridge Associates codes 28 $479,746 PY2024
- Willis Towers Watson US LLC codes 11 $426,935 PY2024
- Cbiz CPAS codes 10 $92,940 PY2024
+26 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2023-12-31source on record
- Manager relationship ended2023-12-31source on record
+2 more changes on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+9 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.