Other · DOL Form 5500 · 2022
Worcester Polytechnic Institute Retirement Plan
Data updated 2026-08-11
- $557M
- Total assets
- 1,608
- Participants
- 98th
- Percentile by assets
- $346,600
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $557M
- total plan assets (2022 EOY)
- 1,608
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $346,600
- avg assets per participant
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Worcester Polytechnic Institute Defined Contribution Plan reports 1,608 participants - 2.4x that state average ($557M EOY assets).
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)
| 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.
Worcester Polytechnic Institute Defined Contribution Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Worcester Polytechnic Institute Defined Contribution Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Worcester Polytechnic Institute Defined Contribution Plan assets move in 2022? ▼
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Where does Worcester Polytechnic Institute Defined Contribution Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Worcester Polytechnic Institute Defined Contribution Plan's numbers.
- By total assets, Worcester Polytechnic Institute Defined Contribution Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Worcester Polytechnic Institute's sponsor-wide assets have grown 23.3% since 2022 across 3 plan years on file. More Educational Services plans