Other · DOL Form 5500 · 2022
Wellesley College Retirement Plan
Data updated 2026-08-25
- $640M
- Total assets Above avg plan size
- 1,254
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $510,240
- Avg per participant High balance/head
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.
- #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.
- #3,925
- in Educational Services (4,024 peers)
- -13.3%
- assets change YoY
- 6.4×
- vs typical plan assets (national mean)
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's outsized position by total assets
Wellesley College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$639,841,511 Top 2% higher than 98% 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
Wellesley College 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellesley College 403(b) Retirement Plan lands in the large band (1,254 participants).
EBSA filing schedule strip
Filing strip 042103637 · Wellesley College PY 2022 · Other
Wellesley College 403(b) Retirement Plan · $640M · 1,254 · 98th
- BOY $640M
- SCH 1,254
- EBSA 98th
- PART Other
- TYPE near The Cooper Health System 403(b) Plan
- NET ind #3925
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 →
Wellesley College 403(b) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Wellesley College plans reported in each filing year
- Latest sponsor-wide plan assets
- $857M 22.15052004279535% vs 2022
- 2024 filing year
| 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.
- 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
Wellesley College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is The Cooper Health System 403(b) Plan in NJ ($640M); by covered participants it is Oaks Integrated Care, Inc. 403(b) Savings Plan in NJ (1,254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($640M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,254 participants); asset peers above are excluded.
- Oaks Integrated Care, Inc. 403(b) Savings Plan (NJ) 1,254 · 0 off
- Lutheran Seniorlife Employees' Retirement Savings Plan (PA) 1,256 · 2 off
- Olean General Hospital Savings Incentive Plan (NY) 1,257 · 3 off
- Goodwill Columbus 403(b) Retirement Plan (OH) 1,249 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.