Other · DOL Form 5500 · 2022
Wheaton College Retirement Plan
Data updated 2026-08-11
- $181M
- Total assets
- 533
- Participants
- 95th
- Percentile by assets
- $339,400
- Avg per participant
Official DOL plan name: Wheaton College Retirement Plan · Sponsored by Wheaton College · Massachusetts · Educational Services
$181M in assets, 533 participants
Wheaton College's Wheaton College Retirement Plan reported $181M in total assets and 533 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #3,701 in Educational Services (4,024 peers)
Where Wheaton College Retirement Plan sits by assets
Wheaton College Retirement Plan sits in the top 5% of all filed plans by assets, $181M for 533 participants (~$339,400/participant), down 15.0% in 2022.
- $181M
- total plan assets (2022 EOY)
- 533
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $339,400
- avg assets per participant
The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wheaton College Retirement Plan vs the 2022 asset distribution
By assets, Wheaton College Retirement Plan outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $213M |
|---|---|
| Net Assets (End of Year) | $181M |
| Net Income | -$32M |
| Employer EIN | 042103638 |
| Plan Effective Date | 1940-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheaton College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $181M |
| 2023 | 1 | 565 | $199M |
| 2024 | 1 | 542 | $213M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Wheaton College Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Similar-Sized Other Plans Nationally
Other plans in other states closest to Wheaton College Retirement Plan by total assets, not by location.
- John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) $181M · 603
- Au Medical Center, Inc. 403(b) Retirement Savings Plan (GA) $181M · 3,978
- Choate Rosemary Hall Foundation, Inc. DC Retirement Plan (CT) $181M · 333
- Northshore University Healthsystem Retirement Contribution Plan (IL) $180M · 6,710
Frequently Asked Questions
How did Wheaton College Retirement Plan assets move in 2022? ▼
How have Wheaton College plan assets changed over time? ▼
Where does Wheaton College Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Wheaton College Retirement Plan? ▼
Next read for Wheaton College Retirement Plan
Scale reading
Ways to act on Wheaton College Retirement Plan's numbers.
- By total assets, Wheaton College Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Wheaton College's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Educational Services plans