Defined Benefit (Pension) · DOL Form 5500 · 2022

Wellesley College Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
141
Participants Small participant base
90th
Percentile by assets National rank
$435,959
Avg per participant High balance/head
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Official DOL plan name: Wellesley Coll Pension Pln for Classified Ofc and Svc Ees · Sponsored by Wellesley College · Massachusetts · Educational Services

$61M in assets, 141 participants

Wellesley College's Wellesley Coll Pension Pln for Classified Ofc and Svc Ees reported $61M in total assets and 141 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,253 in Educational Services (4,024 peers)

Coverage in Massachusetts

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees covers 141 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $61M.

#3,253
in Educational Services (4,024 peers)
+13.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees's outsized position by total assets

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees vs every filed plan by assets

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

$61,470,195 Top 10% higher than 90% 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

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees 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. Wellesley Coll Pension Pln for Classified Ofc and Svc Ees sits mid-pack in the medium band (141 participants).

Published 5500 schedule card

Filing strip 042103637 · Wellesley College PY 2022 · Defined Benefit (Pension)

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees · $61M · 141 · 90th

  • SCH $61M
  • SCH 141
  • SCH 90th
  • SCH Defined Benefit (Pension)
  • SCH near Cement Masons Local 526 Pension Plan
  • SCH ind #3253

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 →

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees in the asset neighbourhood

Retirement Plan for Employees of Cascade Natural Gas CorporationRetirement Plan for Employee…$62MEglin Federal Credit Union Retirement PlanEglin Federal Credit Union R…$62MWellesley Coll Pension Pln for Classified Ofc and Svc EesWellesley Coll Pension Pln f…$61MCement Masons Local 526 Pension PlanCement Masons Local 526 Pens…$61MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$61M
End-of-year total assets ($M) among Wellesley Coll Pension Pln for Classified Ofc and Svc Ees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN042103637
Plan Effective Date1964-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellesley College)

Sponsor-wide plan assets over time

All Wellesley College plans reported in each filing year

Latest sponsor-wide plan assets
$857M 22.15052004279535% vs 2022
2024 filing year
$650M$700M$750M$800M$850M$900M 202220232024 $701M $857M ▲ +22.2%
Year Plans Participants Total Assets
2022 2 1,395 $701M
2023 2 1,409 $789M
2024 2 1,410 $857M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Wellesley Coll Pension Pln for Classified Ofc and Svc Ees, Total assets ($B): 0.061470195 · Participants: 141Wellesley Coll Pension Pln for Classified Ofc and Svc EesConsolidated 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
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Wellesley Coll Pension Pln for Classified Ofc and Svc Ees side-by-side with 3 peers →

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Cement Masons Local 526 Pension Plan in PA ($61M); by covered participants it is Midwest Radiology, P.a. and Affiliates Cash Balance Plan in MN (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Wellesley Coll Pension Pln for Classified Ofc and Svc Ees assets move in 2022? ▼
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees grew at a solid clip - up 13.3% during 2022, from $54M to $61M. Reported net income was $7M.
How have Wellesley College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellesley College's sponsor-wide assets grew 22.2%, from $701M to $857M.
Where does Wellesley Coll Pension Pln for Classified Ofc and Svc Ees rank by assets among Form 5500 filers? ▼
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wellesley Coll Pension Pln for Classified Ofc and Svc Ees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement Masons Local 526 Pension Plan in PA ($61M, 496 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wellesley Coll Pension Pln for Classified Ofc and Svc Ees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Midwest Radiology, P.a. and Affiliates Cash Balance Plan in MN (141 participants, $54M 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 042103637.

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.