401(k) · DOL Form 5500 · 2023

Wellington Management Company LLP 401(k) Plan

Data updated 2026-08-11

$2.9B
Total assets
2,450
Participants
100th
Percentile by assets
$1.2M
Avg per participant
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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.

  • 100th percentile by assets (of 127,072 plans)
  • #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.

$2.9B
total plan assets (2023 EOY)
2,450
covered participants
100th
percentile by assets (of 127,072 plans)
$1.2M
avg assets per participant

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 2023→2024 release diff →

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Wellington Retirement and Pension Plan reports 2,450 participants - 3.7x that state average ($2.9B EOY assets).

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)

$2.6B$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.75B $3.35B ▲ +21.8%
Total plan assets by year, all Wellington Management Company LLP plans on file
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

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 Retiremen…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wellington Retirement and Pension Plan by total assets, not by location.

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).

Next read for Wellington Retirement and Pension Plan

Filing takeaways

Ways to act on Wellington Retirement and Pension Plan's numbers.

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.