Defined Benefit (Pension) · DOL Form 5500 · 2023
Wellington Management Company LLP Pension Plan
Data updated 2026-08-11
- $208M
- Total assets
- 160
- Participants
- 95th
- Percentile by assets
- $1.3M
- Avg per participant
Official DOL plan name: Wellington Management Company LLP Defined Benefit Plan · Sponsored by Wellington Management Company LLP · Massachusetts · Finance & Insurance
$208M in assets, 160 participants
Wellington Management Company LLP's Wellington Management Company LLP Defined Benefit Plan reported $208M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,141 in Finance & Insurance (8,869 peers)
Coverage in Massachusetts
Wellington Management Company LLP Defined Benefit Plan covers 160 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $208M.
- $208M
- total plan assets (2023 EOY)
- 160
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $1.3M
- avg assets per participant
Where Wellington Management Company LLP Defined Benefit Plan sits by total assets
Wellington Management Company LLP Defined Benefit Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$207,879,528 Top 5% higher than 95% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wellington Management Company LLP Defined Benefit Plan reported net income rose from -$30M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Wellington Management Company LLP Defined Benefit Plan reported participants fell from 167 in the plan year 2022 filing to 160 in the plan year 2023 filing.
- Wellington Management Company LLP Defined Benefit Plan end-of-year assets rose from $203M in the plan year 2022 filing to $208M in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Wellington Management Company LLP Defined Benefit Plan reports 160 participants - about 24% of that state average ($208M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $203M |
|---|---|
| Net Assets (End of Year) | $208M |
| Net Income | $5M |
| Employer EIN | 300835489 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellington Management Company LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,367 | $2.7B |
| 2023 | 2 | 2,610 | $3.1B |
| 2024 | 2 | 2,414 | $3.3B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Wellington Management Company LLP Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Wellington Management Company LLP Defined Benefit Plan by total assets, not by location.
- News Corp Pension Plan (NY) $208M · 210
- General Building Laborers' Local 66 Pension Fund (NY) $208M · 739
- Mymichigan Health Pension Plan for Armc Employees (MI) $208M · 78
- Wolverine Employees' Pension Plan (MI) $208M · 321
Frequently Asked Questions
How did Wellington Management Company LLP Defined Benefit Plan assets move in 2023? ▼
How have Wellington Management Company LLP plan assets changed over time? ▼
Where does Wellington Management Company LLP Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Wellington Management Company LLP Defined Benefit Plan? ▼
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Filing takeaways
Ways to act on Wellington Management Company LLP Defined Benefit Plan's numbers.
- By total assets, Wellington Management Company LLP Defined Benefit Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Wellington Management Company LLP's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Finance & Insurance plans