Other · DOL Form 5500 · 2023
The Wellington School Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 131
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $162,739
- Avg per participant Above avg balance/head
Official DOL plan name: Wellington School DC Retirement Plan · Sponsored by The Wellington School · Ohio · Educational Services
$21M in assets, 131 participants
The Wellington School's Wellington School DC Retirement Plan reported $21M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #2,125 in Educational Services (3,735 peers)
Coverage in Ohio
Wellington School DC Retirement Plan covers 131 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $21M.
- #2,125
- in Educational Services (3,735 peers)
- +13.0%
- assets growth YoY
Wellington School DC Retirement Plan's outsized position by total assets
Wellington School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,318,821 Top 26% higher than 74% 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
Wellington School DC Retirement 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 School DC Retirement Plan sits mid-pack in the medium band (131 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wellington School DC Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Wellington School DC Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Wellington School DC Retirement Plan reported participants rose from 116 in the plan year 2022 filing to 131 in the plan year 2023 filing.
DOL schedule card
Filing strip 310977200 · The Wellington School PY 2023 · Other
Wellington School DC Retirement Plan · $21M · 131 · 74th
- IND $21M
- EOY 131
- 5500 74th
- ASSETS Other
- PCT near Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan
- EIN ind #2125
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 Ohio →
Wellington School DC Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 310977200 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wellington School)
Sponsor-wide plan assets over time
All The Wellington School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 20.865765506020363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $19M |
| 2023 | 1 | 131 | $21M |
| 2024 | 1 | 134 | $23M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Wellington School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan in NC ($21M); by covered participants it is The Avon Company (Puerto Rico) Personal Savings Account Plan in NY (131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Carolina Friends School Defined Contribution and Tax Deferred Annuity Retirement Plan (NC) $21M · 121
- 403(b) Thrift Plan of Yeshiva of North Jersey (NJ) $21M · 185
- The Harbor Day School Defined Contribution Retirement Plan (CA) $21M · 110
- The United Methodist Homes of New Jersey 403(b) Savings and Retirement (NJ) $21M · 1,011
Similar participant headcount
Nearest other-state filings by covered participants (131 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.