Other · DOL Form 5500 · 2024
Worcester Polytechnic Institute Retirement Plan
Data updated 2026-08-25
- $687M
- Total assets Above avg plan size
- 1,493
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $460,234
- Avg per participant High balance/head
Official DOL plan name: Worcester Polytechnic Institute Defined Contribution Plan · Sponsored by Worcester Polytechnic Institute · Massachusetts · Educational Services
$687M in assets, 1,493 participants
Worcester Polytechnic Institute's Worcester Polytechnic Institute Defined Contribution Plan reported $687M in total assets and 1,493 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.
- #3,531 in Educational Services (3,638 peers)
Coverage in Massachusetts
Worcester Polytechnic Institute Defined Contribution Plan covers 1,493 participants in Massachusetts, 2.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $687M.
- #3,531
- in Educational Services (3,638 peers)
- +9.6%
- assets growth YoY
- 6.9×
- vs typical plan assets (national mean)
Worcester Polytechnic Institute Defined Contribution Plan's outsized position by total assets
Worcester Polytechnic Institute Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$687,129,504 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
Worcester Polytechnic Institute Defined Contribution 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. Worcester Polytechnic Institute Defined Contribution Plan lands in the large band (1,493 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Worcester Polytechnic Institute Defined Contribution Plan reported net income fell from $69M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Worcester Polytechnic Institute Defined Contribution Plan end-of-year assets rose from $627M in the plan year 2023 filing to $687M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 042121659 · Worcester Polytechnic Institute PY 2024 · Other
Worcester Polytechnic Institute Defined Contribution Plan · $687M · 1,493 · 98th
- PCT $687M
- EIN 1,493
- RANK 98th
- PHOTO Other
- IND near Wesleyan University Retirement Plan
- EOY ind #3531
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 →
Worcester Polytechnic Institute Defined Contribution Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $627M |
|---|---|
| Net Assets (End of Year) | $687M |
| Net Income | $60M |
| Employer EIN | 042121659 |
| Plan Effective Date | 1920-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Worcester Polytechnic Institute)
Sponsor-wide plan assets over time
All Worcester Polytechnic Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $687M 23.28885680083234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,608 | $557M |
| 2023 | 1 | 1,485 | $627M |
| 2024 | 1 | 1,493 | $687M |
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
Worcester Polytechnic Institute Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Wesleyan University Retirement Plan in CT ($688M); by covered participants it is Easter Seals New Hampshire Section 403(b) Plan in NH (1,488 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($687M here).
- Wesleyan University Retirement Plan (CT) $688M · 1,714
- University of Richmond Defined Contribution Retirement Plan (VA) $685M · 1,810
- Retirement Plan of Creighton University (NE) $684M · 3,534
- Seton Hall University Retirement Plan (NJ) $691M · 1,249
Similar participant headcount
Nearest other-state filings by covered participants (1,493 participants); asset peers above are excluded.
- Easter Seals New Hampshire Section 403(b) Plan (NH) 1,488 · 5 off
- Memorial Health System 403(b) Plan (IL) 1,499 · 6 off
- Park Nicollet Health Services 403(b) Retirement Savings Plan (MN) 1,499 · 6 off
- The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees (PA) 1,502 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.