Other · DOL Form 5500 · 2023

Western New England University Retirement Plan

Data updated 2026-08-11

$267M
Total assets
858
Participants
96th
Percentile by assets
$310,761
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$267M
total plan assets (2023 EOY)
858
covered participants
96th
percentile by assets (of 127,072 plans)
$310,761
avg assets per participant

Where Western New England University Defined Contribution Retirement Plan sits 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

This plan $0 $2,010,000,000 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 2023

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.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Educational Services

Western New England University Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Western New England University Defined Contribution Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$244M
Net Assets (End of Year)$267M
Net Income$22M
Employer EIN042108376
Plan Effective Date1952-02-13
Filing StatusFILING RECEIVED

Sponsor Plan History (Western New England University)

$220M$240M$260M$280M$300M 202220232024 $244M $288M ▲ +17.7%
Total plan assets by year, all Western New England University plans on file
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.

Western New England University Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 012345 Total assets ($B) Participants Western New England …, Total assets ($B): 0.266632559 · Participants: 858Western New England …The Mitre Corporatio…, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporatio…Harvard University T…, Total assets ($B): 3.76566072 · Participants: 21064Harvard University T…Boston University Re…, Total assets ($B): 2.758080647 · Participants: 8130Boston University Re…Beth Israel Deacones…, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deacones…Northeastern Univers…, Total assets ($B): 2.333339945 · Participants: 8553Northeastern Univers…
Western New England University Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Western New England University Defined C… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Western New England University Defined Contribution Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Western New England University Defined Contribution Retirement Plan assets move in 2023? ▼
Western New England University Defined Contribution Retirement Plan grew at a solid clip - up 9.2% during 2023, from $244M to $267M. Reported net income was $22M.
How have Western New England University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western New England University's sponsor-wide assets grew 17.7%, from $244M to $288M.
Where does Western New England University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Western New England University Defined Contribution Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Western New England University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is IBEW Local Union 269 Annuity Fund in NJ ($268M, 868 participants).

Next read for Western New England University Defined C…

Scale reading

Ways to act on Western New England University Defined Contribution Retirement Plan's numbers.

  • By total assets, Western New England University Defined Contribution Retirement 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
  • Western New England University's sponsor-wide assets have grown 17.7% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042108376.

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.