Other · DOL Form 5500 · 2024
Wheaton College Retirement Plan
Data updated 2026-08-25
- $213M
- Total assets Near avg plan size
- 542
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $393,909
- Avg per participant High balance/head
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.
- #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.
- #3,302
- in Educational Services (3,638 peers)
- +7.0%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Wheaton College Retirement Plan's outsized position by total assets
Wheaton College Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$213,498,670 Top 5% higher than 95% 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
Wheaton College 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. Wheaton College Retirement Plan sits mid-pack in the medium band (542 participants).
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.
DOL schedule card
Filing strip 042103638 · Wheaton College PY 2024 · Other
Wheaton College Retirement Plan · $213M · 542 · 95th
- EOY $213M
- 5500 542
- ASSETS 95th
- PCT Other
- EIN near Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan
- RANK ind #3302
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 →
Wheaton College Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Wheaton College plans reported in each filing year
- Latest sponsor-wide plan assets
- $213M 18.020167135397596% vs 2022
- 2024 filing year
| 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.
- 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
Wheaton College Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan in NY ($213M); by covered participants it is Carnegie Institute Defined Contribution and Tax Deferred Annuity Retirement Plan in PA (542 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($213M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (542 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.