Other · DOL Form 5500 · 2022

Wells College Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
98
Participants Small participant base
87th
Percentile by assets National rank
$435,769
Avg per participant High balance/head
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Official DOL plan name: Wells College Tax Deferred Retirement Plan · Sponsored by Wells College · New York · Educational Services

$43M in assets, 98 participants

Wells College's Wells College Tax Deferred Retirement Plan reported $43M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,030 in Educational Services (4,024 peers)

Where Wells College Tax Deferred Retirement Plan sits by assets

Wells College Tax Deferred Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 98 participants (~$435,769/participant), down 13.4% in 2022.

#3,030
in Educational Services (4,024 peers)
-13.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wells College Tax Deferred Retirement Plan's outsized position by total assets

Wells College Tax Deferred Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$42,705,357 Top 13% higher than 87% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Wells College Tax Deferred Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wells College Tax Deferred Retirement Plan is a small filing (98 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 150532276 · Wells College PY 2022 · Other

Wells College Tax Deferred Retirement Plan · $43M · 98 · 87th

  • TYPE $43M
  • TYPE 98
  • TYPE 87th
  • TYPE Other
  • TYPE near Hawken School Retirement Plan
  • TYPE ind #3030

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →

Wells College Tax Deferred Retirement Plan in the asset neighbourhood

The Fessenden School Retirement PlanThe Fessenden School Retirem…$43MWells College Tax Deferred Retirement PlanWells College Tax Deferred R…$43MPeckham, Inc. 403(b) Tda Plan$43MHawken School Retirement Plan$43MThe Harvard Management Company 403(b) Tax-Deferred Annuity PlanThe Harvard Management Compa…$43M
End-of-year total assets ($M) among Wells College Tax Deferred Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$43M
Net Income-$7M
Employer EIN150532276
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wells College)

Sponsor-wide plan assets over time

All Wells College plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M 202220232024 $42.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 98 $43M
2023 1 102 $45M
2024 1 107 N/A

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Wells College Tax Deferred Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Wells College Tax Deferred Retirement Plan, Total assets ($B): 0.042705357 · Participants: 98Wells College Tax Deferred Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Wells College Tax Deferred Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Wells College Tax Deferred Retirement Plan side-by-side with 3 peers →

Wells College Tax Deferred Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Hawken School Retirement Plan in OH ($43M); by covered participants it is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wells College Tax Deferred Retirement Plan assets move in 2022? ▼
Wells College Tax Deferred Retirement Plan pulled back noticeably - down 13.4% during 2022, from $49M to $43M. Reported net income was -$7M.
Where does Wells College Tax Deferred Retirement Plan rank by assets among Form 5500 filers? ▼
Wells College Tax Deferred Retirement Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Wells College Tax Deferred Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Hawken School Retirement Plan in OH ($43M, 304 participants).
Which Other plans cover a similar participant headcount to Wells College Tax Deferred Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Albuquerque Health Care for the Homeless 403(b) Retirement Plan in NM (98 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 150532276.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.