Other · DOL Form 5500 · 2024
Western New England University Retirement Plan
Data updated 2026-08-25
- $288M
- Total assets Near avg plan size
- 871
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $330,080
- Avg per participant High balance/head
Official DOL plan name: Western New England University Defined Contribution Retirement Plan · Sponsored by Western New England University · Massachusetts · Educational Services
$288M in assets, 871 participants
Western New England University's Western New England University Defined Contribution Retirement Plan reported $288M in total assets and 871 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #3,380 in Educational Services (3,638 peers)
Where Western New England University Defined Contribution Retirement Plan sits by assets
Western New England University Defined Contribution Retirement Plan sits in the top 5% of all filed plans by assets, $288M for 871 participants (~$330,080/participant), up 7.8% in 2024.
- #3,380
- in Educational Services (3,638 peers)
- +7.8%
- assets growth YoY
- 2.9×
- vs typical plan assets (national mean)
Western New England University Defined Contribution Retirement Plan's outsized position by total assets
Western New England University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$287,500,065 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Western New England University Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western New England University Defined Contribution Retirement Plan sits mid-pack in the medium band (871 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western New England University Defined Contribution Retirement Plan end-of-year assets rose from $267M in the plan year 2023 filing to $288M in the plan year 2024 filing.
- Western New England University Defined Contribution Retirement Plan reported net income fell from $22M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Western New England University Defined Contribution Retirement Plan reported participants rose from 858 in the plan year 2023 filing to 871 in the plan year 2024 filing.
DOL schedule card
Filing strip 042108376 · Western New England University PY 2024 · Other
Western New England University Defined Contribution Retirement Plan · $288M · 871 · 96th
- EIN $288M
- EIN 871
- EIN 96th
- EIN Other
- EIN near Bridgeport Hospital Tax Sheltered Annuity Plan
- EIN ind #3380
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 →
Western New England University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $267M |
|---|---|
| Net Assets (End of Year) | $288M |
| Net Income | $21M |
| Employer EIN | 042108376 |
| Plan Effective Date | 1952-02-13 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Western New England University)
Sponsor-wide plan assets over time
All Western New England University plans reported in each filing year
- Latest sponsor-wide plan assets
- $288M 17.72461096232248% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 883 | $244M |
| 2023 | 1 | 858 | $267M |
| 2024 | 1 | 871 | $288M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Western New England University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Bridgeport Hospital Tax Sheltered Annuity Plan in CT ($287M); by covered participants it is Daymark 401(k) Plan in NC (871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($288M here).
- Bridgeport Hospital Tax Sheltered Annuity Plan (CT) $287M · 4,457
- Rutland Regional Health Services Retirement Savings Plan (VT) $289M · 1,695
- Catholic Medical Center 403(b) Tax-Sheltered Annuity Retirement Plan (NH) $291M · 2,793
- Seattle Children's 403(b) Plan (WA) $284M · 9,721
Similar participant headcount
Nearest other-state filings by covered participants (871 participants); asset peers above are excluded.
- Daymark 401(k) Plan (NC) 871 · 0 off
- Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan (FL) 871 · 0 off
- Agrace Health Employee Retirement Plan (WI) 872 · 1 off
- Oclc Supplemental Plan (OH) 870 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.