# The Watson Institute DB Plan
Source: https://planprovider.pro/companies/the-watson-institute-251561504-001

> The Watson Institute's DB plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Watson Institute

- **Sponsor EIN:** 251561504

- **Sponsor Address:** 301 CAMP MEETING ROAD, SEWICKLEY, PA, 151438773

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 51

- **Total Assets:** $48.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|51|$48.5M|$900,000|$0|

| 2023|53|$46.8M|$1.4M|$0|

| 2022|54|$46.7M|$1.8M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PNC|Other Service Provider|$137,002|—|$137,002|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $137,002

- **Estimated Expense Ratio:** 0.282% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$139,106|$2,104|—|—|—|

| 2023|$136,512|$4,195|—|—|—|

| 2022|$129,723|$129,723|—|—|—|

## Similar Plans

- [Upmc](https://planprovider.pro/companies/upmc-401k-plan) — 98,498 participants

- [Upmc](https://planprovider.pro/companies/upmc-251423657-501) — 94,391 participants

- [Upmc](https://planprovider.pro/companies/upmc-403b-plan) — 79,337 participants

- [Upmc](https://planprovider.pro/companies/upmc-plan-333) — 75,352 participants

- [Universal Health Services, INC.](https://planprovider.pro/companies/universal-health-services-inc-232077891-512) — 66,684 participants

- [Universal Health Services, INC.](https://planprovider.pro/companies/universal-health-services-inc-401k-plan) — 64,799 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-watson-institute-251561504-001)

© 2026 PlanProvider.Pro