Wheaton College Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Wheaton College · Massachusetts · Educational Services
What the 2023 filing shows
Wheaton College Retirement Plan holds $199M for 565 participants — about $353,014 per participant, up 10.3% over the 2023 plan year.
- $199M
- total plan assets (2023 EOY)
- 565
- covered participants
- $353,014
- avg assets per participant
- +10.3%
- assets growth YoY
What the Filing Says About Wheaton College Retirement Plan
Wheaton College Retirement Plan is a Profit Sharing retirement plan sponsored by Wheaton College, headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $199M in total end-of-year assets and covers 565 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042103638, and the plan has been effective since 1940-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $181M at the beginning of 2023 to $199M at year-end — a gain of 10.3%. Net assets (after liabilities) closed the year at $199M, with reported net income of $19M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $181M |
| Total Assets (End of Year) | $199M |
| Net Assets (End of Year) | $199M |
| Net Income | $19M |
| Plan Type | Profit Sharing |
| Employer EIN | 042103638 |
| Plan Effective Date | 1940-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheaton College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $181M |
| 2023 | 1 | 565 | $199M |
| 2024 | 1 | 542 | $213M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- State Street Salary Savings Program $5.7B · 12,168
- 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
Related Data
Guides
Frequently Asked Questions
How much money is in the Wheaton College Retirement Plan? ▼
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How did Wheaton College Retirement Plan perform in 2023? ▼
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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 042103638.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.