Other · DOL Form 5500 · 2023
Western New England University Retirement Plan
Data updated 2026-08-25
- $267M
- Total assets Near avg plan size
- 858
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $310,761
- Avg per participant High balance/head
Official DOL plan name: Western New England University Defined Contribution Retirement Plan · Sponsored by Western New England University · Massachusetts · Educational Services
$267M in assets, 858 participants
Western New England University's Western New England University Defined Contribution Retirement Plan reported $267M in total assets and 858 participants in its 2023 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.
- #3,483 in Educational Services (3,735 peers)
Where Western New England University Defined Contribution Retirement Plan sits by assets
Western New England University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $267M for 858 participants (~$310,761/participant), up 9.2% in 2023.
- #3,483
- in Educational Services (3,735 peers)
- +9.2%
- assets growth YoY
- 2.7×
- vs typical plan assets (national mean)
Western New England University Defined Contribution Retirement Plan's outsized position by total assets
Western New England University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$266,632,559 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Western New England University Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western New England University Defined Contribution Retirement Plan sits mid-pack in the medium band (858 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western New England University Defined Contribution Retirement Plan reported net income rose from -$43M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Western New England University Defined Contribution Retirement Plan end-of-year assets rose from $244M in the plan year 2022 filing to $267M in the plan year 2023 filing.
- Western New England University Defined Contribution Retirement Plan reported participants fell from 883 in the plan year 2022 filing to 858 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042108376 · Western New England University PY 2023 · Other
Western New England University Defined Contribution Retirement Plan · $267M · 858 · 96th
- EBSA $267M
- PART 858
- TYPE 96th
- NET Other
- BOOK near IBEW Local Union 269 Annuity Fund
- VS-ST ind #3483
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 →
Western New England University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $244M |
|---|---|
| Net Assets (End of Year) | $267M |
| Net Income | $22M |
| Employer EIN | 042108376 |
| Plan Effective Date | 1952-02-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western New England University)
Sponsor-wide plan assets over time
All Western New England University plans reported in each filing year
- Latest sponsor-wide plan assets
- $288M 17.72461096232248% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 883 | $244M |
| 2023 | 1 | 858 | $267M |
| 2024 | 1 | 871 | $288M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Western New England University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is IBEW Local Union 269 Annuity Fund in NJ ($268M); by covered participants it is Clinicas Del Camino Real, Inc. 403(b) Plan in CA (858 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($267M here).
- IBEW Local Union 269 Annuity Fund (NJ) $268M · 868
- Chapman University Tax Deferred Annuity (Tda) Retirement Plan (CA) $269M · 1,548
- Loyola University Retirement Plan (LA) $270M · 721
- Manhattan College Defined Contribution Retirement Plan (NY) $271M · 504
Similar participant headcount
Nearest other-state filings by covered participants (858 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.