Defined Benefit (Pension) · DOL Form 5500 · 2022

Wellington Management Company LLP Pension Plan

Data updated 2026-08-25

$203M
Total assets Near avg plan size
167
Participants Small participant base
96th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Wellington Management Company LLP Defined Benefit Plan · Sponsored by Wellington Management Company LLP · Massachusetts · Finance & Insurance

$203M in assets, 167 participants

Wellington Management Company LLP's Wellington Management Company LLP Defined Benefit Plan reported $203M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #8,576 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Wellington Management Company LLP Defined Benefit Plan covers 167 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $203M.

#8,576
in Finance & Insurance (9,261 peers)
-13.0%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $30M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wellington Management Company LLP Defined Benefit Plan's outsized position by total assets

Wellington Management Company LLP Defined Benefit Plan vs every filed plan by assets

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

$202,924,060 Top 4% higher than 96% 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 Management Company LLP Defined Benefit 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. Wellington Management Company LLP Defined Benefit Plan sits mid-pack in the medium band (167 participants).

EBSA filing schedule strip

Filing strip 300835489 · Wellington Management Company LLP PY 2022 · Defined Benefit (Pension)

Wellington Management Company LLP Defined Benefit Plan · $203M · 167 · 96th

  • EBSA $203M
  • PART 167
  • TYPE 96th
  • NET Defined Benefit (Pension)
  • BOOK near Northwest Bank Pension Plan
  • VS-ST ind #8576

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 Management Company LLP Defined Benefit Plan in the asset neighbourhood

Stanford University Staff Retirement Annuity PlanStanford University Staff Re…$203MSwift Pension Plan$203MNorthwest Bank Pension Plan$203MWellington Management Company LLP Defined Benefit PlanWellington Management Compan…$203MFreight Drivers and Helpers Local Union No. 557 Pension PlanFreight Drivers and Helpers …$203M
End-of-year total assets ($M) among Wellington Management Company LLP Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$233M
Net Assets (End of Year)$203M
Net Income-$30M
Employer EIN300835489
Plan Effective Date2001-01-01
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 Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wellington Management Company LLP Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Wellington Management Company LLP Defined Benefit Plan, Total assets ($B): 0.20292406 · Participants: 167Wellington Management Company LLP Defined Benefit PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Wellington Management Company LLP Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Wellington Management Company LLP Defined Benefit Plan side-by-side with 3 peers →

Wellington Management Company LLP Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Northwest Bank Pension Plan in PA ($203M); by covered participants it is Instrumentarium Cash Balance Plan in IL (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($203M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Management Company LLP Defined Benefit Plan assets move in 2022? ▼
Wellington Management Company LLP Defined Benefit Plan pulled back noticeably - down 13.0% during 2022, from $233M to $203M. Reported net income was -$30M.
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 Management Company LLP Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Wellington Management Company LLP Defined Benefit Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wellington Management Company LLP Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Northwest Bank Pension Plan in PA ($203M, 1,769 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wellington Management Company LLP Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Instrumentarium Cash Balance Plan in IL (167 participants, $68M 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.