Other · DOL Form 5500 · 2024
Wellesley College Retirement Plan
Data updated 2026-08-11
- $787M
- Total assets
- 1,294
- Participants
- 98th
- Percentile by assets
- $608,426
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $787M
- total plan assets (2024 EOY)
- 1,294
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $608,426
- avg assets per participant
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.
Wellesley College 403(b) Retirement Plan vs the 2024 asset distribution
By assets, Wellesley College 403(b) Retirement Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 7.9x the national average plan size of $100M (721 average participants).
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)
| 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.
Wellesley College 403(b) 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 Wellesley College 403(b) Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Wellesley College 403(b) Retirement Plan assets move in 2024? ▼
How have Wellesley College plan assets changed over time? ▼
Where does Wellesley College 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Wellesley College 403(b) Retirement Plan? ▼
Next read for Wellesley College 403(b) Retirement Plan
Scale reading
Ways to act on Wellesley College 403(b) Retirement Plan's numbers.
- By total assets, Wellesley College 403(b) 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
- Wellesley College's sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Educational Services plans