Other · DOL Form 5500 · 2022

Wesleyan University Retirement Plan

Data updated 2026-08-25

$607M
Total assets Above avg plan size
1,087
Participants Near avg headcount
98th
Percentile by assets National rank
$558,654
Avg per participant High balance/head
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Official DOL plan name: Wesleyan University Retirement Plan · Sponsored by Wesleyan University · Connecticut · Educational Services

$607M in assets, 1,087 participants

Wesleyan University's Wesleyan University Retirement Plan reported $607M in total assets and 1,087 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.

  • #3,921 in Educational Services (4,024 peers)

Where Wesleyan University Retirement Plan sits by assets

Wesleyan University Retirement Plan sits in the top 5% of all filed plans by assets, $607M for 1,087 participants (~$558,654/participant), up 10.2% in 2022.

#3,921
in Educational Services (4,024 peers)
+10.2%
assets growth YoY
6.1×
vs typical plan assets (national mean)

Wesleyan University Retirement Plan's outsized position by total assets

Wesleyan University Retirement Plan vs every filed plan by assets

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

$607,257,159 Top 2% higher than 98% 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

Wesleyan University Retirement 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. Wesleyan University Retirement Plan lands in the large band (1,087 participants).

DOL schedule card

Filing strip 060646959 · Wesleyan University PY 2022 · Other

Wesleyan University Retirement Plan · $607M · 1,087 · 98th

  • TYPE $607M
  • NET 1,087
  • BOOK 98th
  • VS-ST Other
  • BOY near Shriners Hospitals for Children Retirement Savings Plan
  • SCH ind #3921

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 Connecticut →

Wesleyan University Retirement Plan in the asset neighbourhood

The Hospital for Special Surgery 403(b) PlanThe Hospital for Special Sur…$610MWesleyan University Retirement PlanWesleyan University Retireme…$607MShriners Hospitals for Children Retirement Savings PlanShriners Hospitals for Child…$605MCarilion Clinic 403(b) Retirement Savings PlanCarilion Clinic 403(b) Retir…$597MResearch Foundation of the City University of New York Defined Contribution Retirement PlanResearch Foundation of the C…$595M
End-of-year total assets ($M) among Wesleyan University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$551M
Net Assets (End of Year)$607M
Net Income$56M
Employer EIN060646959
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesleyan University)

Sponsor-wide plan assets over time

All Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$688M 13.320298954268894% vs 2022
2024 filing year
$550M$600M$650M$700M 202220232024 $607M $688M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 1,087 $607M
2023 1 1,517 $633M
2024 1 1,714 $688M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Wesleyan University Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 02468 Total assets ($B) Participants Wesleyan University Retirement Plan, Total assets ($B): 0.607257159 · Participants: 1087Wesleyan University Retirement PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Wesleyan University Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Wesleyan University Retirement Plan side-by-side with 3 peers →

Wesleyan University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Shriners Hospitals for Children Retirement Savings Plan in FL ($605M); by covered participants it is Alivia Care, Inc. 403(b) Retirement Plan in FL (1,089 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,087 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 Wesleyan University Retirement Plan assets move in 2022? ▼
Wesleyan University Retirement Plan grew at a solid clip - up 10.2% during 2022, from $551M to $607M. Reported net income was $56M.
How have Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesleyan University's sponsor-wide assets grew 13.3%, from $607M to $688M.
Where does Wesleyan University Retirement Plan rank by assets among Form 5500 filers? ▼
Wesleyan University Retirement Plan ranks in the 98th 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 Other plans are similar in size to Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Shriners Hospitals for Children Retirement Savings Plan in FL ($605M, 4,458 participants).
Which Other plans cover a similar participant headcount to Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Alivia Care, Inc. 403(b) Retirement Plan in FL (1,089 participants, $35M 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 060646959.

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.