Other · DOL Form 5500 · 2024
Western New England University Retirement Plan
Data updated 2026-08-11
- $288M
- Total assets
- 871
- Participants
- 96th
- Percentile by assets
- $330,080
- Avg per participant
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.
- 96th percentile by assets (of 123,622 plans)
- #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.
- $288M
- total plan assets (2024 EOY)
- 871
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $330,080
- avg assets per participant
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.
Western New England University Defined Contribution Retirement Plan vs the 2024 asset distribution
By assets, Western New England University Defined Contribution Retirement Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).
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)
| 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.
Western New England University Defined Contribution Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Western New England University Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Western New England University Defined Contribution Retirement Plan assets move in 2024? ▼
How have Western New England University plan assets changed over time? ▼
Where does Western New England University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Western New England University Defined Contribution Retirement Plan? ▼
Next read for Western New England University Defined C…
Scale reading
Ways to act on Western New England University Defined Contribution Retirement Plan's numbers.
- By total assets, Western New England University Defined Contribution 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
- Western New England University's sponsor-wide assets have grown 17.7% since 2022 across 3 plan years on file. More Educational Services plans