Other · DOL Form 5500 · 2022
Wells College Retirement Plan
Data updated 2026-08-11
- $43M
- Total assets
- 98
- Participants
- 87th
- Percentile by assets
- $435,769
- Avg per participant
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.
- 87th percentile by assets (of 139,126 plans)
- #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.
- $43M
- total plan assets (2022 EOY)
- 98
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $435,769
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Wells College Tax Deferred Retirement Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$7M |
| Employer EIN | 150532276 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wells College)
| 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
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Similar-Sized Other Plans Nationally
Other plans in other states closest to Wells College Tax Deferred Retirement Plan by total assets, not by location.
- Hawken School Retirement Plan (OH) $43M · 304
- Peckham, Inc. 403(b) Tda Plan (MI) $43M · 2,845
- The Harvard Management Company 403(b) Tax-Deferred Annuity Plan (MA) $43M · 107
- The Fessenden School Retirement Plan (MA) $43M · 311
Frequently Asked Questions
How did Wells College Tax Deferred Retirement Plan assets move in 2022? ▼
Where does Wells College Tax Deferred Retirement Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Wells College Tax Deferred Retirement Plan's numbers.
- By total assets, Wells College Tax Deferred Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans