Defined Benefit (Pension) · DOL Form 5500 · 2023
Wellesley College Pension Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 130
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $515,011
- Avg per participant High balance/head
Official DOL plan name: Wellesley Coll Pension Pln for Classified Ofc and Svc Ees · Sponsored by Wellesley College · Massachusetts · Educational Services
$67M in assets, 130 participants
Wellesley College's Wellesley Coll Pension Pln for Classified Ofc and Svc Ees reported $67M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #2,950 in Educational Services (3,735 peers)
Coverage in Massachusetts
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees covers 130 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $67M.
- #2,950
- in Educational Services (3,735 peers)
- +8.9%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees's outsized position by total assets
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$66,951,411 Top 12% higher than 88% 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
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees 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. Wellesley Coll Pension Pln for Classified Ofc and Svc Ees sits mid-pack in the medium band (130 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Wellesley Coll Pension Pln for Classified Ofc and Svc Ees reported net income fell from $7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Wellesley Coll Pension Pln for Classified Ofc and Svc Ees end-of-year assets rose from $61M in the plan year 2022 filing to $67M in the plan year 2023 filing.
- Wellesley Coll Pension Pln for Classified Ofc and Svc Ees reported participants fell from 141 in the plan year 2022 filing to 130 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042103637 · Wellesley College PY 2023 · Defined Benefit (Pension)
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees · $67M · 130 · 88th
- EIN $67M
- EIN 130
- EIN 88th
- EIN Defined Benefit (Pension)
- EIN near Plumbers and Steamfitters Local No. 42 Pension Plan
- EIN ind #2950
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 →
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $5M |
| Employer EIN | 042103637 |
| Plan Effective Date | 1964-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellesley College)
Sponsor-wide plan assets over time
All Wellesley College plans reported in each filing year
- Latest sponsor-wide plan assets
- $857M 22.15052004279535% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,395 | $701M |
| 2023 | 2 | 1,409 | $789M |
| 2024 | 2 | 1,410 | $857M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $10.3B · 58,745
- New England Teamsters Pension Fund $9.1B · 21,786
- Liberty Mutual Retirement Benefit Plan $6.9B · 37,145
- Massachusetts Institute of Technology Basic Retirement Plan $5.4B · 11,888
- N. Atlantic States Carp. Pension Fund $5.0B · 17,166
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Plumbers and Steamfitters Local No. 42 Pension Plan in OH ($67M); by covered participants it is IBEW Local 840 Pension Fund in NY (130 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Plumbers and Steamfitters Local No. 42 Pension Plan (OH) $67M · 212
- Locke Lord LLP 2017 Partners Cash Balance Plan (TX) $67M · 278
- Yellow Retirement Pension Plan (KS) $67M · 255
- Local 73 Retirement Fund (NY) $67M · 230
Similar participant headcount
Nearest other-state filings by covered participants (130 participants); asset peers above are excluded.
- IBEW Local 840 Pension Fund (NY) 130 · 0 off
- Pension Plan Basic American Foods (CA) 130 · 0 off
- The Lane Construction Corporation Defined Benefit Pension Plan (NC) 130 · 0 off
- California Casualty Management Co. Pension Plan (CA) 130 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.