Other · DOL Form 5500 · 2023
Worcester Polytechnic Institute Retirement Plan
Data updated 2026-08-25
- $627M
- Total assets Above avg plan size
- 1,485
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $422,025
- Avg per participant High balance/head
Official DOL plan name: Worcester Polytechnic Institute Defined Contribution Plan · Sponsored by Worcester Polytechnic Institute · Massachusetts · Educational Services
$627M in assets, 1,485 participants
Worcester Polytechnic Institute's Worcester Polytechnic Institute Defined Contribution Plan reported $627M in total assets and 1,485 participants in its 2023 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.
- #3,624 in Educational Services (3,735 peers)
Coverage in Massachusetts
Worcester Polytechnic Institute Defined Contribution Plan covers 1,485 participants in Massachusetts, 2.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $627M.
- #3,624
- in Educational Services (3,735 peers)
- +12.4%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Worcester Polytechnic Institute Defined Contribution Plan's outsized position by total assets
Worcester Polytechnic Institute Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$626,706,652 Top 2% higher than 98% 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
Worcester Polytechnic Institute Defined Contribution Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Worcester Polytechnic Institute Defined Contribution Plan lands in the large band (1,485 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Worcester Polytechnic Institute Defined Contribution Plan reported net income rose from -$86M in the plan year 2022 filing to $69M in the plan year 2023 filing.
- Worcester Polytechnic Institute Defined Contribution Plan end-of-year assets rose from $557M in the plan year 2022 filing to $627M in the plan year 2023 filing.
- Worcester Polytechnic Institute Defined Contribution Plan reported participants fell from 1,608 in the plan year 2022 filing to 1,485 in the plan year 2023 filing.
DOL schedule card
Filing strip 042121659 · Worcester Polytechnic Institute PY 2023 · Other
Worcester Polytechnic Institute Defined Contribution Plan · $627M · 1,485 · 98th
- PCT $627M
- PCT 1,485
- PCT 98th
- PCT Other
- PCT near Seton Hall University Retirement Plan
- PCT ind #3624
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 →
Worcester Polytechnic Institute Defined Contribution Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $557M |
|---|---|
| Net Assets (End of Year) | $627M |
| Net Income | $69M |
| Employer EIN | 042121659 |
| Plan Effective Date | 1920-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Worcester Polytechnic Institute)
Sponsor-wide plan assets over time
All Worcester Polytechnic Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $687M 23.28885680083234% vs 2022
- 2024 filing year
| 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.
- 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
Worcester Polytechnic Institute Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Seton Hall University Retirement Plan in NJ ($628M); by covered participants it is Hannibal Regional Hospital Retirement Savings Plan in MO (1,484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($627M here).
- Seton Hall University Retirement Plan (NJ) $628M · 1,264
- St. Charles Health System Retirement Plan (OR) $625M · 4,378
- University of Richmond Defined Contribution Retirement Plan (VA) $629M · 1,843
- Scripps Health 403(b) Plan (CA) $630M · 16,944
Similar participant headcount
Nearest other-state filings by covered participants (1,485 participants); asset peers above are excluded.
- Hannibal Regional Hospital Retirement Savings Plan (MO) 1,484 · 1 off
- University of Indianapolis Defined Contribution Retirement Plan (IN) 1,482 · 3 off
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital (ND) 1,491 · 6 off
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan (GA) 1,493 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.