Other · DOL Form 5500 · 2023

Wesleyan University Retirement Plan

Data updated 2026-08-25

$633M
Total assets Above avg plan size
1,517
Participants Near avg headcount
98th
Percentile by assets National rank
$417,462
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wesleyan University Retirement Plan · Sponsored by Wesleyan University · Connecticut · Educational Services

$633M in assets, 1,517 participants

Wesleyan University's Wesleyan University Retirement Plan reported $633M in total assets and 1,517 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.

  • #3,629 in Educational Services (3,735 peers)

Coverage in Connecticut

Wesleyan University Retirement Plan covers 1,517 participants in Connecticut, 2.1x the typical Connecticut plan (state average ~718 per filing). Assets: $633M.

#3,629
in Educational Services (3,735 peers)
+4.3%
assets growth YoY
6.4×
vs typical plan assets (national mean)

Wesleyan University Retirement Plan's outsized position by total assets

Wesleyan University Retirement Plan vs every filed plan by assets

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

$633,290,536 Top 2% higher than 98% 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

Wesleyan University Retirement 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. Wesleyan University Retirement Plan lands in the large band (1,517 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wesleyan University Retirement Plan reported net income fell from $56M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Wesleyan University Retirement Plan reported participants rose from 1,087 in the plan year 2022 filing to 1,517 in the plan year 2023 filing.
  • Wesleyan University Retirement Plan end-of-year assets rose from $607M in the plan year 2022 filing to $633M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060646959 · Wesleyan University PY 2023 · Other

Wesleyan University Retirement Plan · $633M · 1,517 · 98th

  • EIN $633M
  • EIN 1,517
  • EIN 98th
  • EIN Other
  • EIN near Retirement Plan of Creighton University
  • EIN ind #3629

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 Educational Services retirement plans → · Plans in Connecticut →

Wesleyan University Retirement Plan in the asset neighbourhood

Bhs Partnership 403b Pension PlanBhs Partnership 403b Pension…$637MWesleyan University Retirement PlanWesleyan University Retireme…$633MRetirement Plan of Creighton UniversityRetirement Plan of Creighton…$633MBucknell University Defined Contribution Retirement PlanBucknell University Defined …$632MScripps Health 403(b) Plan$630M
End-of-year total assets ($M) among Wesleyan University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$607M
Net Assets (End of Year)$633M
Net Income$26M
Employer EIN060646959
Plan Effective Date1974-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wesleyan University)

Sponsor-wide plan assets over time

All Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$688M 13.320298954268894% vs 2022
2024 filing year
$550M$600M$650M$700M 202220232024 $607M $688M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 1,087 $607M
2023 1 1,517 $633M
2024 1 1,714 $688M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Wesleyan University Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 02468 Total assets ($B) Participants Wesleyan University Retirement Plan, Total assets ($B): 0.633290536 · Participants: 1517Wesleyan University Retirement PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
Wesleyan University Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Wesleyan University Retirement Plan side-by-side with 3 peers →

Wesleyan University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Retirement Plan of Creighton University in NE ($633M); by covered participants it is Messiah University Defined Contribution Retirement Plan in PA (1,516 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($633M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,517 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 Wesleyan University Retirement Plan assets move in 2023? ▼
Wesleyan University Retirement Plan edged up modestly - up 4.3% during 2023, from $607M to $633M. Reported net income was $26M.
How have Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wesleyan University's sponsor-wide assets grew 13.3%, from $607M to $688M.
Where does Wesleyan University Retirement Plan rank by assets among Form 5500 filers? ▼
Wesleyan University Retirement Plan ranks in the 98th 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 Other plans are similar in size to Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Creighton University in NE ($633M, 3,596 participants).
Which Other plans cover a similar participant headcount to Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Messiah University Defined Contribution Retirement Plan in PA (1,516 participants, $162M 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 060646959.

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.