Other · DOL Form 5500 · 2022
Wheaton College Retirement Plan
Data updated 2026-08-25
- $181M
- Total assets Near avg plan size
- 533
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $339,400
- Avg per participant High balance/head
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.
- #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.
- #3,701
- in Educational Services (4,024 peers)
- -15.0%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
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's outsized position by total assets
Wheaton College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$180,900,159 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Wheaton College Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheaton College Retirement Plan sits mid-pack in the medium band (533 participants).
EBSA filing schedule strip
Filing strip 042103638 · Wheaton College PY 2022 · Other
Wheaton College Retirement Plan · $181M · 533 · 95th
- ASSETS $181M
- PCT 533
- EIN 95th
- RANK Other
- PHOTO near John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan
- IND ind #3701
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 Massachusetts →
Wheaton College Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Wheaton College plans reported in each filing year
- Latest sponsor-wide plan assets
- $213M 18.020167135397596% vs 2022
- 2024 filing year
| 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.
- 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
Wheaton College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is John Carroll University Defined Contribution and Tax Deferred Annuity Retirement Plan in OH ($181M); by covered participants it is Huggins Hospital Retirement Savings Plan in NH (533 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($181M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (533 participants); asset peers above are excluded.
- Huggins Hospital Retirement Savings Plan (NH) 533 · 0 off
- Robert Morris University Defined Contribution Retirement Plan (PA) 533 · 0 off
- Clarity Care, Inc Retirement Plan (WI) 533 · 0 off
- Oup USA Tax Deferred Annuity Plan (NY) 533 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.