Other · DOL Form 5500 · 2022

The Wellington School Retirement Plan

Data updated 2026-08-11

$19M
Total assets
116
Participants
76th
Percentile by assets
$162,596
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Wellington School DC Retirement Plan · Sponsored by The Wellington School · Ohio · Educational Services

$19M in assets, 116 participants

The Wellington School's Wellington School DC Retirement Plan reported $19M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • 76th percentile by assets (of 139,126 plans)
  • #2,400 in Educational Services (4,024 peers)

Coverage in Ohio

Wellington School DC Retirement Plan covers 116 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

$19M
total plan assets (2022 EOY)
116
covered participants
76th
percentile by assets (of 139,126 plans)
$162,596
avg assets per participant

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Wellington School DC Retirement Plan sits by total assets

Wellington School DC Retirement Plan vs every filed plan by assets

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

$18,861,158 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Ohio
Industry
Educational Services

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Wellington School DC Retirement Plan reports 116 participants - about 15% of that state average ($19M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN310977200
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Wellington School)

$18M$20M$22M$24M 202220232024 $18.9M $22.8M ▲ +20.9%
Total plan assets by year, all The Wellington School plans on file
Year Plans Participants Total Assets
2022 1 116 $19M
2023 1 131 $21M
2024 1 134 $23M

Nearby Other Plans in Ohio

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

Wellington School DC Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Wellington School DC…, Total assets ($B): 0.018861158 · Participants: 116Wellington School DC…Cleveland Clinic Sav…, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Sav…Ohiohealth Retiremen…, Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retiremen…Faculty and Key Admi…, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Admi…University Hospitals…, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals…Children's Hospital …, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital …
Wellington School DC Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Wellington School DC Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Wellington School DC Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Wellington School DC Retirement Plan assets move in 2022? ▼
Wellington School DC Retirement Plan pulled back noticeably - down 14.2% during 2022, from $22M to $19M. Reported net income was -$3M.
How have The Wellington School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Wellington School's sponsor-wide assets grew 20.9%, from $19M to $23M.
Where does Wellington School DC Retirement Plan rank by assets among Form 5500 filers? ▼
Wellington School DC Retirement Plan ranks in the 76th 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 Wellington School DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan in WI ($19M, 1,283 participants).

Next read for Wellington School DC Retirement Plan

Filing takeaways

Ways to act on Wellington School DC Retirement Plan's numbers.

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 310977200.

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.