Defined Benefit (Pension) · DOL Form 5500 · 2023

Wellington Management Company LLP Pension Plan

Data updated 2026-08-25

$208M
Total assets Near avg plan size
160
Participants Small participant base
95th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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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.

  • #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.

#8,141
in Finance & Insurance (8,869 peers)
+2.4%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Wellington Management Company LLP Defined Benefit Plan's outsized position 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

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 Management Company LLP Defined Benefit Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellington Management Company LLP Defined Benefit Plan sits mid-pack in the medium band (160 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 300835489 · Wellington Management Company LLP PY 2023 · Defined Benefit (Pension)

Wellington Management Company LLP Defined Benefit Plan · $208M · 160 · 95th

  • EOY $208M
  • EOY 160
  • EOY 95th
  • EOY Defined Benefit (Pension)
  • EOY near News Corp Pension Plan
  • EOY ind #8141

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 Management Company LLP Defined Benefit Plan in the asset neighbourhood

General Building Laborers' Local 66 Pension FundGeneral Building Laborers' L…$208MNews Corp Pension Plan$208MWellington Management Company LLP Defined Benefit PlanWellington Management Compan…$208MMymichigan Health Pension Plan for Armc EmployeesMymichigan Health Pension Pl…$208MWolverine Employees' Pension PlanWolverine Employees' Pension…$208M
End-of-year total assets ($M) among Wellington Management Company LLP Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$203M
Net Assets (End of Year)$208M
Net Income$5M
Employer EIN300835489
Plan Effective Date2001-01-01
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 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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wellington Management Company LLP Defined Benefit Plan, Total assets ($B): 0.207879528 · Participants: 160Wellington Management Company LLP Defined Benefit PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Wellington Management Company LLP Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Wellington Management Company LLP Defined Benefit Plan side-by-side with 3 peers →

Wellington Management Company LLP Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is News Corp Pension Plan in NY ($208M); by covered participants it is Ironworkers-Laborers Pension Plan of Cumberland Md in MD (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($208M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Management Company LLP Defined Benefit Plan assets move in 2023? ▼
Wellington Management Company LLP Defined Benefit Plan edged up modestly - up 2.4% during 2023, from $203M to $208M. Reported net income was $5M.
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 Management Company LLP Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Wellington Management Company LLP Defined Benefit Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wellington Management Company LLP Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is News Corp Pension Plan in NY ($208M, 210 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wellington Management Company LLP Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ironworkers-Laborers Pension Plan of Cumberland Md in MD (160 participants, $20M 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.