Other · DOL Form 5500 · 2022
Wellesley College Retirement Plan
Data updated 2026-08-11
- $640M
- Total assets
- 1,254
- Participants
- 98th
- Percentile by assets
- $510,240
- Avg per participant
Official DOL plan name: Wellesley College 403(b) Retirement Plan · Sponsored by Wellesley College · Massachusetts · Educational Services
$640M in assets, 1,254 participants
Wellesley College's Wellesley College 403(b) Retirement Plan reported $640M in total assets and 1,254 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #3,925 in Educational Services (4,024 peers)
Where Wellesley College 403(b) Retirement Plan sits by assets
Wellesley College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $640M for 1,254 participants (~$510,240/participant), down 13.3% in 2022.
- $640M
- total plan assets (2022 EOY)
- 1,254
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $510,240
- avg assets per participant
The plan reported a net loss of $98M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wellesley College 403(b) Retirement Plan vs the 2022 asset distribution
By assets, Wellesley College 403(b) Retirement Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 6.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $738M |
|---|---|
| Net Assets (End of Year) | $640M |
| Net Income | -$98M |
| Employer EIN | 042103637 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellesley College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,395 | $701M |
| 2023 | 2 | 1,409 | $789M |
| 2024 | 2 | 1,410 | $857M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Wellesley College 403(b) 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 Wellesley College 403(b) Retirement Plan by total assets, not by location.
- The Cooper Health System 403(b) Plan (NJ) $640M · 9,570
- Thedacare Retirement and 403(b) Savings Plan (WI) $637M · 6,335
- Parkview Health System, Inc. 403(b) Plan (IN) $634M · 14,230
- University of San Diego Defined Contribution Retirement Plan (CA) $632M · 1,845
Frequently Asked Questions
How did Wellesley College 403(b) Retirement Plan assets move in 2022? ▼
How have Wellesley College plan assets changed over time? ▼
Where does Wellesley College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Wellesley College 403(b) Retirement Plan? ▼
Next read for Wellesley College 403(b) Retirement Plan
Scale reading
Ways to act on Wellesley College 403(b) Retirement Plan's numbers.
- By total assets, Wellesley College 403(b) 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
- Wellesley College's sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Educational Services plans