Other · DOL Form 5500 · 2024
Wellesley College Retirement Plan
Data updated 2026-08-25
- $787M
- Total assets Above avg plan size
- 1,294
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $608,426
- Avg per participant High balance/head
Official DOL plan name: Wellesley College 403(b) Retirement Plan · Sponsored by Wellesley College · Massachusetts · Educational Services
$787M in assets, 1,294 participants
Wellesley College's Wellesley College 403(b) Retirement Plan reported $787M in total assets and 1,294 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,540 in Educational Services (3,638 peers)
Where Wellesley College 403(b) Retirement Plan sits by assets
Wellesley College 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $787M for 1,294 participants (~$608,426/participant), up 9.1% in 2024.
- #3,540
- in Educational Services (3,638 peers)
- +9.1%
- assets growth YoY
- 7.9×
- vs typical plan assets (national mean)
Wellesley College 403(b) Retirement Plan's outsized position by total assets
Wellesley College 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$787,303,149 Top 2% higher than 98% 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
Wellesley College 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wellesley College 403(b) Retirement Plan lands in the large band (1,294 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellesley College 403(b) Retirement Plan reported net income fell from $82M in the plan year 2023 filing to $65M in the plan year 2024 filing.
- Wellesley College 403(b) Retirement Plan end-of-year assets rose from $722M in the plan year 2023 filing to $787M in the plan year 2024 filing.
- Wellesley College 403(b) Retirement Plan reported participants rose from 1,279 in the plan year 2023 filing to 1,294 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042103637 · Wellesley College PY 2024 · Other
Wellesley College 403(b) Retirement Plan · $787M · 1,294 · 98th
- PART $787M
- TYPE 1,294
- NET 98th
- BOOK Other
- VS-ST near Sri International Retirement Savings Plan
- BOY ind #3540
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 College 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $722M |
|---|---|
| Net Assets (End of Year) | $787M |
| Net Income | $65M |
| Employer EIN | 042103637 |
| Plan Effective Date | 1958-01-01 |
| 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 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
Wellesley College 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Sri International Retirement Savings Plan in CA ($787M); by covered participants it is University Physicians and Surgeons, Inc. Retirement Plan in WV (1,294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($787M here).
- Sri International Retirement Savings Plan (CA) $787M · 1,341
- Umms Voluntary 403(b) Plan (MD) $793M · 5,024
- Tulane University Faculty and Administrative 403(b) Retirement Plan (LA) $794M · 3,284
- University of San Diego Defined Contribution Retirement Plan (CA) $797M · 2,690
Similar participant headcount
Nearest other-state filings by covered participants (1,294 participants); asset peers above are excluded.
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,294 · 0 off
- Oberlin College Defined Contribution and Tax Deferred Annuity Retirement Plan (OH) 1,295 · 1 off
- Acmc System Savings Investment Plan (OH) 1,293 · 1 off
- Evertec Group, LLC Savings & Investment Plan (PR) 1,289 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.