Other · DOL Form 5500 · 2024
Wheaton College Retirement Plan
Data updated 2026-08-11
- $213M
- Total assets
- 542
- Participants
- 95th
- Percentile by assets
- $393,909
- Avg per participant
Official DOL plan name: Wheaton College Retirement Plan · Sponsored by Wheaton College · Massachusetts · Educational Services
$213M in assets, 542 participants
Wheaton College's Wheaton College Retirement Plan reported $213M in total assets and 542 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 123,622 plans)
- #3,302 in Educational Services (3,638 peers)
Where Wheaton College Retirement Plan sits by assets
Wheaton College Retirement Plan sits in the top 5% of all filed plans by assets, $213M for 542 participants (~$393,909/participant), up 7.0% in 2024.
- $213M
- total plan assets (2024 EOY)
- 542
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $393,909
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wheaton College Retirement Plan reported net income fell from $19M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Wheaton College Retirement Plan end-of-year assets rose from $199M in the plan year 2023 filing to $213M in the plan year 2024 filing.
- Wheaton College Retirement Plan reported participants fell from 565 in the plan year 2023 filing to 542 in the plan year 2024 filing.
Wheaton College Retirement Plan vs the 2024 asset distribution
By assets, Wheaton College Retirement Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $199M |
|---|---|
| Net Assets (End of Year) | $213M |
| Net Income | $14M |
| Employer EIN | 042103638 |
| Plan Effective Date | 1940-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wheaton College)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 533 | $181M |
| 2023 | 1 | 565 | $199M |
| 2024 | 1 | 542 | $213M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
Wheaton College 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 Wheaton College Retirement Plan by total assets, not by location.
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) $213M · 1,518
- Freeman Employee Savings Plan (MO) $213M · 4,673
- Reid Hospital & Health Care Services 403(b) Defined Contribution Plan (IN) $214M · 3,184
- Milton Hershey School Group Supplemental Retirement Annuity Plan (PA) $214M · 1,305
Frequently Asked Questions
How did Wheaton College Retirement Plan assets move in 2024? ▼
How have Wheaton College plan assets changed over time? ▼
Where does Wheaton College Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Wheaton College Retirement Plan? ▼
Next read for Wheaton College Retirement Plan
Scale reading
Ways to act on Wheaton College Retirement Plan's numbers.
- By total assets, Wheaton College 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
- Wheaton College's sponsor-wide assets have grown 18.0% since 2022 across 3 plan years on file. More Educational Services plans