401(k) · DOL Form 5500 · 2022

Wellington Management Company LLP 401(k) Plan

Data updated 2026-08-25

$2.5B
Total assets Very large vs avg
2,200
Participants Above avg headcount
100th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Wellington Retirement and Pension Plan · Sponsored by Wellington Management Company LLP · Massachusetts · Finance & Insurance

$2.5B in assets, 2,200 participants

Wellington Management Company LLP's Wellington Retirement and Pension Plan reported $2.5B in total assets and 2,200 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.

  • #9,170 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Wellington Retirement and Pension Plan covers 2,200 participants in Massachusetts, 3.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $2.5B.

#9,170
in Finance & Insurance (9,261 peers)
-13.6%
assets change YoY
26×
vs typical plan assets (national mean)

The plan reported a net loss of $399M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellington Retirement and Pension Plan's outsized position by total assets

Wellington Retirement and Pension Plan vs every filed plan by assets

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

$2,543,257,148 Highest reported value at or above every one of 139,123 filed plans

This plan $0 $2,050,000,000 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

Wellington Retirement and Pension 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. Wellington Retirement and Pension Plan lands in the large band (2,200 participants).

DOL schedule card

Filing strip 300835489 · Wellington Management Company LLP PY 2022 · 401(k)

Wellington Retirement and Pension Plan · $2.5B · 2,200 · 100th

  • EOY $2.5B
  • EOY 2,200
  • EOY 100th
  • EOY 401(k)
  • EOY near Iqvia 401(k) Plan
  • EOY ind #9170

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Wellington Retirement and Pension Plan in the asset neighbourhood

Gilead Sciences 401(k) Plan$2.6BEnvision Healthcare Corporation 401(k) PlanEnvision Healthcare Corporat…$2.5BWellington Retirement and Pension PlanWellington Retirement and Pe…$2.5BIqvia 401(k) Plan$2.5BAbb Inc. Retirement Savings PlanAbb Inc. Retirement Savings …$2.5B
End-of-year total assets ($B) among Wellington Retirement and Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2.9B
Net Assets (End of Year)$2.5B
Net Income-$399M
Employer EIN300835489
Plan Effective Date1979-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellington Management Company LLP)

Sponsor-wide plan assets over time

All Wellington Management Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3.3B 21.975925450291697% vs 2022
2024 filing year
$2.6B$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.75B $3.35B ▲ +21.8%
Year Plans Participants Total Assets
2022 2 2,367 $2.7B
2023 2 2,610 $3.1B
2024 2 2,414 $3.3B

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wellington Retirement and Pension Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 0510152025 Total assets ($B) Participants Wellington Retirement and Pension Plan, Total assets ($B): 2.543257148 · Participants: 2200Wellington Retirement and Pension PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Wellington Retirement and Pension Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wellington Retirement and Pension Plan side-by-side with 3 peers →

Wellington Retirement and Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Iqvia 401(k) Plan in NC ($2.5B); by covered participants it is Youth Villages Retirement Plan in TN (2,200 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,200 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wellington Retirement and Pension Plan assets move in 2022? ▼
Wellington Retirement and Pension Plan pulled back noticeably - down 13.6% during 2022, from $2.9B to $2.5B. Reported net income was -$399M.
How have Wellington Management Company LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellington Management Company LLP's sponsor-wide assets grew 22.0%, from $2.7B to $3.3B.
Where does Wellington Retirement and Pension Plan rank by assets among Form 5500 filers? ▼
Wellington Retirement and Pension Plan ranks in the 100th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Wellington Retirement and Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iqvia 401(k) Plan in NC ($2.5B, 17,909 participants).
Which 401(k) plans cover a similar participant headcount to Wellington Retirement and Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Youth Villages Retirement Plan in TN (2,200 participants, $63M in assets).

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 300835489.

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.