Other · DOL Form 5500 · 2022
Worcester Polytechnic Institute Retirement Plan
Data updated 2026-08-25
- $557M
- Total assets Above avg plan size
- 1,608
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $346,600
- Avg per participant High balance/head
Official DOL plan name: Worcester Polytechnic Institute Defined Contribution Plan · Sponsored by Worcester Polytechnic Institute · Massachusetts · Educational Services
$557M in assets, 1,608 participants
Worcester Polytechnic Institute's Worcester Polytechnic Institute Defined Contribution Plan reported $557M in total assets and 1,608 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.
- #3,914 in Educational Services (4,024 peers)
Coverage in Massachusetts
Worcester Polytechnic Institute Defined Contribution Plan covers 1,608 participants in Massachusetts, 2.4x the typical Massachusetts plan (state average ~659 per filing). Assets: $557M.
- #3,914
- in Educational Services (4,024 peers)
- -13.3%
- assets change YoY
- 5.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $86M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Worcester Polytechnic Institute Defined Contribution Plan's outsized position by total assets
Worcester Polytechnic Institute Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$557,333,016 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
Worcester Polytechnic Institute Defined Contribution 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. Worcester Polytechnic Institute Defined Contribution Plan lands in the large band (1,608 participants).
Plan-year Form 5500 strip
Filing strip 042121659 · Worcester Polytechnic Institute PY 2022 · Other
Worcester Polytechnic Institute Defined Contribution Plan · $557M · 1,608 · 98th
- EIN $557M
- EIN 1,608
- EIN 98th
- EIN Other
- EIN near Children's Medical Center of Dallas Employee Savings Plan 403(b) Component
- EIN ind #3914
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 →
Worcester Polytechnic Institute Defined Contribution Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $643M |
|---|---|
| Net Assets (End of Year) | $557M |
| Net Income | -$86M |
| Employer EIN | 042121659 |
| Plan Effective Date | 1920-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Worcester Polytechnic Institute)
Sponsor-wide plan assets over time
All Worcester Polytechnic Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $687M 23.28885680083234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,608 | $557M |
| 2023 | 1 | 1,485 | $627M |
| 2024 | 1 | 1,493 | $687M |
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
Worcester Polytechnic Institute Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Children's Medical Center of Dallas Employee Savings Plan 403(b) Component in TX ($558M); by covered participants it is Medical Faculty Associates 403(b) Plan in DC (1,610 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($557M here).
- Children's Medical Center of Dallas Employee Savings Plan 403(b) Component (TX) $558M · 7,809
- University of Richmond Defined Contribution Retirement Plan (VA) $556M · 1,837
- H. Lee Moffitt Cancer Center and Research (FL) $558M · 7,567
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $559M · 18,899
Similar participant headcount
Nearest other-state filings by covered participants (1,608 participants); asset peers above are excluded.
- Medical Faculty Associates 403(b) Plan (DC) 1,610 · 2 off
- Upstate Cerebral Palsy Defined Contribution Retirement Plan (NY) 1,611 · 3 off
- The Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Employee Contributions (NY) 1,605 · 3 off
- The Northwest Hospital Center, Inc. 403b Matching Retirement Plan (MD) 1,603 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.