Other · DOL Form 5500 · 2023
Wellesley College Retirement Plan
Data updated 2026-08-25
- $722M
- Total assets Above avg plan size
- 1,279
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $564,457
- Avg per participant High balance/head
Official DOL plan name: Wellesley College 403(b) Retirement Plan · Sponsored by Wellesley College · Massachusetts · Educational Services
$722M in assets, 1,279 participants
Wellesley College's Wellesley College 403(b) Retirement Plan reported $722M in total assets and 1,279 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.
- #3,639 in Educational Services (3,735 peers)
Where Wellesley College 403(b) Retirement Plan sits by assets
Wellesley College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $722M for 1,279 participants (~$564,457/participant), up 12.8% in 2023.
- #3,639
- in Educational Services (3,735 peers)
- +12.8%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
Wellesley College 403(b) Retirement Plan's outsized position by total assets
Wellesley College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$721,940,454 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
Wellesley College 403(b) Retirement 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. Wellesley College 403(b) Retirement Plan lands in the large band (1,279 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wellesley College 403(b) Retirement Plan reported net income rose from -$98M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- Wellesley College 403(b) Retirement Plan end-of-year assets rose from $640M in the plan year 2022 filing to $722M in the plan year 2023 filing.
- Wellesley College 403(b) Retirement Plan reported participants rose from 1,254 in the plan year 2022 filing to 1,279 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042103637 · Wellesley College PY 2023 · Other
Wellesley College 403(b) Retirement Plan · $722M · 1,279 · 98th
- VS-ST $722M
- VS-ST 1,279
- VS-ST 98th
- VS-ST Other
- VS-ST near Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan
- VS-ST ind #3639
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 College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $640M |
|---|---|
| Net Assets (End of Year) | $722M |
| Net Income | $82M |
| Employer EIN | 042103637 |
| Plan Effective Date | 1958-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,395 | $701M |
| 2023 | 2 | 1,409 | $789M |
| 2024 | 2 | 1,410 | $857M |
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
Wellesley College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan in IL ($722M); by covered participants it is Tanana Chiefs Conference 403b Retirement Savings Plan in AK (1,278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($722M here).
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan (IL) $722M · 1,842
- Carilion Clinic 403(b) Retirement Savings Plan (VA) $722M · 12,978
- Carpenters & Joiners Defined Contribution Plan (MN) $719M · 21,043
- University of San Diego Defined Contribution Retirement Plan (CA) $719M · 1,995
Similar participant headcount
Nearest other-state filings by covered participants (1,279 participants); asset peers above are excluded.
- Tanana Chiefs Conference 403b Retirement Savings Plan (AK) 1,278 · 1 off
- Firelands Regional Medical Center 403(b) Plan (OH) 1,277 · 2 off
- Chicago Area Ib of T Severance and Retirement Plan (IL) 1,277 · 2 off
- Ozarks Healthcare 403(b) Plan (MO) 1,277 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.