401(k) · DOL Form 5500 · 2023

Wellington Management Company LLP 401(k) Plan

Data updated 2026-08-25

$2.9B
Total assets Very large vs avg
2,450
Participants Above avg headcount
100th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Wellington Retirement and Pension Plan · Sponsored by Wellington Management Company LLP · Massachusetts · Finance & Insurance

$2.9B in assets, 2,450 participants

Wellington Management Company LLP's Wellington Retirement and Pension Plan reported $2.9B in total assets and 2,450 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,777 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Wellington Retirement and Pension Plan covers 2,450 participants in Massachusetts, 3.7x the typical Massachusetts plan (state average ~659 per filing). Assets: $2.9B.

#8,777
in Finance & Insurance (8,869 peers)
+13.5%
assets growth YoY
29×
vs typical plan assets (national mean)

Wellington Retirement and Pension Plan's outsized position by total assets

Wellington Retirement and Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,885,441,916 Highest reported value at or above every one of 127,068 filed plans

This plan $0 $2,050,000,000 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

Wellington Retirement and Pension 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. Wellington Retirement and Pension Plan lands in the large band (2,450 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wellington Retirement and Pension Plan reported net income rose from -$399M in the plan year 2022 filing to $342M in the plan year 2023 filing.
  • Wellington Retirement and Pension Plan end-of-year assets rose from $2.5B in the plan year 2022 filing to $2.9B in the plan year 2023 filing.
  • Wellington Retirement and Pension Plan reported participants rose from 2,200 in the plan year 2022 filing to 2,450 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300835489 · Wellington Management Company LLP PY 2023 · 401(k)

Wellington Retirement and Pension Plan · $2.9B · 2,450 · 100th

  • NET $2.9B
  • NET 2,450
  • NET 100th
  • NET 401(k)
  • NET near The Rsm US LLP Retirement Plan
  • NET ind #8777

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Wellington Retirement and Pension Plan in the asset neighbourhood

Fairview Health Services 403b PlanFairview Health Services 403…$2.9BPerformance Contracting Group, Inc. ESOP/401(k) PlanPerformance Contracting Grou…$2.9BWellington Retirement and Pension PlanWellington Retirement and Pe…$2.9BThe Rsm US LLP Retirement PlanThe Rsm US LLP Retirement Pl…$2.9BTexas Health 401(k) Retirement PlanTexas Health 401(k) Retireme…$2.9B
End-of-year total assets ($B) among Wellington Retirement and Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2.5B
Net Assets (End of Year)$2.9B
Net Income$342M
Employer EIN300835489
Plan Effective Date1979-10-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellington Management Company LLP)

Sponsor-wide plan assets over time

All Wellington Management Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3.3B 21.975925450291697% vs 2022
2024 filing year
$2.6B$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.75B $3.35B ▲ +21.8%
Year Plans Participants Total Assets
2022 2 2,367 $2.7B
2023 2 2,610 $3.1B
2024 2 2,414 $3.3B

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wellington Retirement and Pension Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 0102030 Total assets ($B) Participants Wellington Retirement and Pension Plan, Total assets ($B): 2.885441916 · Participants: 2450Wellington Retirement and Pension PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Wellington Retirement and Pension Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Wellington Retirement and Pension Plan side-by-side with 3 peers →

Wellington Retirement and Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Rsm US LLP Retirement Plan in IA ($2.9B); by covered participants it is Nuvasive, Inc. 401(k) Plan in CA (2,450 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.9B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,450 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.

Frequently Asked Questions

How did Wellington Retirement and Pension Plan assets move in 2023? ▼
Wellington Retirement and Pension Plan grew at a solid clip - up 13.5% during 2023, from $2.5B to $2.9B. Reported net income was $342M.
How have Wellington Management Company LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellington Management Company LLP's sponsor-wide assets grew 22.0%, from $2.7B to $3.3B.
Where does Wellington Retirement and Pension Plan rank by assets among Form 5500 filers? ▼
Wellington Retirement and Pension Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Wellington Retirement and Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Rsm US LLP Retirement Plan in IA ($2.9B, 14,720 participants).
Which 401(k) plans cover a similar participant headcount to Wellington Retirement and Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nuvasive, Inc. 401(k) Plan in CA (2,450 participants, $253M in assets).

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 300835489.

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.