Other · DOL Form 5500 · 2023
Wheaton College Retirement Plan
Data updated 2026-08-11
- $199M
- Total assets
- 565
- Participants
- 95th
- Percentile by assets
- $353,014
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $199M
- total plan assets (2023 EOY)
- 565
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $353,014
- avg assets per participant
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.
Wheaton College Retirement Plan vs the 2023 asset distribution
By assets, Wheaton College Retirement Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
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)
| 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.
Wheaton College Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Wheaton College Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Wheaton College Retirement Plan assets move in 2023? ▼
How have Wheaton College plan assets changed over time? ▼
Where does Wheaton College Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Wheaton College Retirement Plan? ▼
Next read for Wheaton College Retirement Plan
Scale reading
Ways to act on Wheaton College Retirement Plan's numbers.
- By total assets, Wheaton College Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Massachusetts. Compare plans
- Wheaton College's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Educational Services plans