Defined Benefit (Pension) · DOL Form 5500 · 2024
Wellington Management Company LLP Pension Plan
Data updated 2026-08-11
- $190M
- Total assets
- 149
- Participants
- 94th
- Percentile by assets
- $1.3M
- Avg per participant
Official DOL plan name: Wellington Management Company LLP Defined Benefit Plan · Sponsored by Wellington Management Company LLP · Massachusetts · Finance & Insurance
$190M in assets, 149 participants
Wellington Management Company LLP's Wellington Management Company LLP Defined Benefit Plan reported $190M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,745 in Finance & Insurance (8,549 peers)
Coverage in Massachusetts
Wellington Management Company LLP Defined Benefit Plan covers 149 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $190M.
- $190M
- total plan assets (2024 EOY)
- 149
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $1.3M
- avg assets per participant
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wellington Management Company LLP Defined Benefit Plan reported net income fell from $5M in the plan year 2023 filing to -$18M in the plan year 2024 filing.
- Wellington Management Company LLP Defined Benefit Plan end-of-year assets fell from $208M in the plan year 2023 filing to $190M in the plan year 2024 filing.
- Wellington Management Company LLP Defined Benefit Plan reported participants fell from 160 in the plan year 2023 filing to 149 in the plan year 2024 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Wellington Management Company LLP Defined Benefit Plan reports 149 participants - about 23% of that state average ($190M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $208M |
|---|---|
| Net Assets (End of Year) | $190M |
| Net Income | -$18M |
| Employer EIN | 300835489 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wellington Management Company LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,367 | $2.7B |
| 2023 | 2 | 2,610 | $3.1B |
| 2024 | 2 | 2,414 | $3.3B |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Wellington Management Company LLP Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Wellington Management Company LLP Defined Benefit Plan by total assets, not by location.
- St. Clair Hospital Retirement Plan (PA) $190M · 1,700
- Bricklayers' Pension Trust Fund-Metropolitan Area (MI) $190M · 502
- Aptargroup, Inc. Employees' Retirement Plan (IL) $189M · 1,392
- Pension Fund of Local Union No. 274 (NJ) $191M · 288
Frequently Asked Questions
How did Wellington Management Company LLP Defined Benefit Plan assets move in 2024? ▼
How have Wellington Management Company LLP plan assets changed over time? ▼
Where does Wellington Management Company LLP Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Wellington Management Company LLP Defined Benefit Plan? ▼
Next read for Wellington Management Company LLP Define…
Filing takeaways
Ways to act on Wellington Management Company LLP Defined Benefit Plan's numbers.
- By total assets, Wellington Management Company LLP Defined Benefit Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Wellington Management Company LLP's sponsor-wide assets have grown 22.0% since 2022 across 3 plan years on file. More Finance & Insurance plans