Other · DOL Form 5500 · 2023
Wellesley College Retirement Plan
Data updated 2026-08-11
- $722M
- Total assets
- 1,279
- Participants
- 98th
- Percentile by assets
- $564,457
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $722M
- total plan assets (2023 EOY)
- 1,279
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $564,457
- avg assets per participant
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.
Wellesley College 403(b) Retirement Plan vs the 2023 asset distribution
By assets, Wellesley College 403(b) Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 7.2x the national average plan size of $100M (721 average participants).
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)
| 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.
Wellesley College 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Wellesley College 403(b) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Wellesley College 403(b) Retirement Plan assets move in 2023? ▼
How have Wellesley College plan assets changed over time? ▼
Where does Wellesley College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Wellesley College 403(b) Retirement Plan? ▼
Next read for Wellesley College 403(b) Retirement Plan
Scale reading
Ways to act on Wellesley College 403(b) Retirement Plan's numbers.
- By total assets, Wellesley College 403(b) 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
- Wellesley College's sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Educational Services plans