Other · DOL Form 5500 · 2024
The Wellington School Retirement Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $170,125
- Avg per participant Above avg balance/head
Official DOL plan name: Wellington School DC Retirement Plan · Sponsored by The Wellington School · Ohio · Educational Services
$23M in assets, 134 participants
The Wellington School's Wellington School DC Retirement Plan reported $23M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,036 in Educational Services (3,638 peers)
Coverage in Ohio
Wellington School DC Retirement Plan covers 134 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $23M.
- #2,036
- in Educational Services (3,638 peers)
- +6.9%
- assets growth YoY
Wellington School DC Retirement Plan's outsized position by total assets
Wellington School DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,796,683 Top 27% higher than 73% 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
Wellington School DC 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. Wellington School DC Retirement Plan sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellington School DC Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Wellington School DC Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Wellington School DC Retirement Plan reported participants rose from 131 in the plan year 2023 filing to 134 in the plan year 2024 filing.
DOL schedule card
Filing strip 310977200 · The Wellington School PY 2024 · Other
Wellington School DC Retirement Plan · $23M · 134 · 73rd
- BOY $23M
- SCH 134
- EBSA 73rd
- PART Other
- TYPE near San Francisco Friends School Defined Contribution Retirement Plan
- NET ind #2036
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 Ohio →
Wellington School DC Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $1M |
| Employer EIN | 310977200 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Wellington School)
Sponsor-wide plan assets over time
All The Wellington School plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 20.865765506020363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $19M |
| 2023 | 1 | 131 | $21M |
| 2024 | 1 | 134 | $23M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Wellington School DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is San Francisco Friends School Defined Contribution Retirement Plan in CA ($23M); by covered participants it is Child Care Aware of America 403(b) Retirement Plan in VA (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Child Care Aware of America 403(b) Retirement Plan (VA) 134 · 0 off
- Baton Rouge Christian Education Foundation, Inc. Dba the Dunham School Defined Contribution Retirement Plan (LA) 134 · 0 off
- 403(b) Thrift Plan of Nashville Rescue Mission Ministries, LLC (TN) 134 · 0 off
- 403(b) Thrift Plan of Oakland Family Services (MI) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.