Other · DOL Form 5500 · 2023
Wheaton College Retirement Plan
Data updated 2026-08-25
- $199M
- Total assets Near avg plan size
- 565
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $353,014
- Avg per participant High balance/head
Official DOL plan name: Wheaton College Retirement Plan · Sponsored by Wheaton College · Massachusetts · Educational Services
$199M in assets, 565 participants
Wheaton College's Wheaton College Retirement Plan reported $199M in total assets and 565 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.
- #3,410 in Educational Services (3,735 peers)
Where Wheaton College Retirement Plan sits by assets
Wheaton College Retirement Plan sits in the top 5% of all filed plans by assets, $199M for 565 participants (~$353,014/participant), up 10.3% in 2023.
- #3,410
- in Educational Services (3,735 peers)
- +10.3%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Wheaton College Retirement Plan's outsized position by total assets
Wheaton College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$199,452,904 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
Wheaton College 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. Wheaton College Retirement Plan sits mid-pack in the medium band (565 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wheaton College Retirement Plan reported net income rose from -$32M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Wheaton College Retirement Plan end-of-year assets rose from $181M in the plan year 2022 filing to $199M in the plan year 2023 filing.
- Wheaton College Retirement Plan reported participants rose from 533 in the plan year 2022 filing to 565 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042103638 · Wheaton College PY 2023 · Other
Wheaton College Retirement Plan · $199M · 565 · 95th
- EIN $199M
- RANK 565
- PHOTO 95th
- IND Other
- EOY near Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan
- 5500 ind #3410
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 Massachusetts →
Wheaton College Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $199M |
| Net Income | $19M |
| Employer EIN | 042103638 |
| Plan Effective Date | 1940-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheaton College)
Sponsor-wide plan assets over time
All Wheaton College plans reported in each filing year
- Latest sponsor-wide plan assets
- $213M 18.020167135397596% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $181M |
| 2023 | 1 | 565 | $199M |
| 2024 | 1 | 542 | $213M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Wheaton College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan in NY ($200M); by covered participants it is Sidney Health Center Pension Plan in MT (566 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($199M here).
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) $200M · 1,340
- Metro Health 403(b) Retirement Savings Plan (MI) $199M · 3,132
- Shepherd Center 403(b) Retirement Savings Plan (GA) $200M · 1,799
- St. John's Riverside Hospital 403(b) Retirement Plan (NY) $200M · 1,345
Similar participant headcount
Nearest other-state filings by covered participants (565 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.