401(k) · DOL Form 5500 · 2022
Wellington Management Company LLP 401(k) Plan
Data updated 2026-08-06
- $2.5B
- Total assets
- 2,200
- Participants
- 100th
- Percentile by assets
- $1.2M
- Avg per participant
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.
- 100th percentile by assets (of 139,258 plans)
- #9,176 in Finance & Insurance (9,267 peers)
Coverage in Massachusetts
Wellington Retirement and Pension Plan covers 2,200 participants in Massachusetts, 3.4x the typical Massachusetts plan (state average ~641 per filing). Assets: $2.5B.
- $2.5B
- total plan assets (2022 EOY)
- 2,200
- covered participants
- 100th
- percentile by assets (of 139,258 plans)
- $1.2M
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Wellington Retirement and Pension Plan reports 2,200 participants - 3.4x that state average ($2.5B EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | -$399M |
| Employer EIN | 300835489 |
| Plan Effective Date | 1979-10-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellington Management Company LLP)
| 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
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Wellington Retirement and Pension Plan by total assets, not by location.
- Iqvia 401(k) Plan (NC) $2.5B · 17,909
- Envision Healthcare Corporation 401(k) Plan (TN) $2.5B · 25,978
- Abb Inc. Retirement Savings Plan (NC) $2.5B · 13,390
- Gilead Sciences 401(k) Plan (CA) $2.6B · 9,201
Frequently Asked Questions
How did Wellington Retirement and Pension Plan assets move in 2022? ▼
How have Wellington Management Company LLP plan assets changed over time? ▼
Where does Wellington Retirement and Pension Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Wellington Retirement and Pension Plan? ▼
Next read for Wellington Retirement and Pension Plan
Filing takeaways
Ways to act on Wellington Retirement and Pension Plan's numbers.
- By total assets, Wellington Retirement and Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Wellington Management Company LLP's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Finance & Insurance plans