Defined Benefit (Pension) · DOL Form 5500 · 2024

Wellington Management Company LLP Pension Plan

Data updated 2026-08-25

$190M
Total assets Near avg plan size
149
Participants Small participant base
94th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,745
in Finance & Insurance (8,549 peers)
-8.6%
assets change YoY
1.9×
vs typical plan assets (national mean)

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.

Wellington Management Company LLP Defined Benefit Plan's outsized position by total assets

Wellington Management Company LLP Defined Benefit Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$189,907,032 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Wellington Management Company LLP Defined Benefit 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 Management Company LLP Defined Benefit Plan sits mid-pack in the medium band (149 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 300835489 · Wellington Management Company LLP PY 2024 · Defined Benefit (Pension)

Wellington Management Company LLP Defined Benefit Plan · $190M · 149 · 94th

  • PCT $190M
  • PCT 149
  • PCT 94th
  • PCT Defined Benefit (Pension)
  • PCT near St. Clair Hospital Retirement Plan
  • PCT ind #7745

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Wellington Management Company LLP Defined Benefit Plan in the asset neighbourhood

Pension Fund of Local Union No. 274Pension Fund of Local Union …$191MBricklayers' Pension Trust Fund-Metropolitan AreaBricklayers' Pension Trust F…$190MWellington Management Company LLP Defined Benefit PlanWellington Management Compan…$190MSt. Clair Hospital Retirement PlanSt. Clair Hospital Retiremen…$190MAptargroup, Inc. Employees' Retirement PlanAptargroup, Inc. Employees' …$189M
End-of-year total assets ($M) among Wellington Management Company LLP Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$208M
Net Assets (End of Year)$190M
Net Income-$18M
Employer EIN300835489
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellington Management Company LLP)

Sponsor-wide plan assets over time

All Wellington Management Company LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3.3B 21.975925450291697% vs 2022
2024 filing year
$2.6B$2.8B$3B$3.2B$3.4B$3.6B 202220232024 $2.75B $3.35B ▲ +21.8%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wellington Management Company LLP Defined Benefit Plan, Total assets ($B): 0.189907032 · Participants: 149Wellington Management Company LLP Defined Benefit PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Wellington Management Company LLP Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Wellington Management Company LLP Defined Benefit Plan side-by-side with 3 peers →

Wellington Management Company LLP Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is St. Clair Hospital Retirement Plan in PA ($190M); by covered participants it is St. Paul Eye Clinic Cash Balance Pension Plan in MN (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($190M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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.

Frequently Asked Questions

How did Wellington Management Company LLP Defined Benefit Plan assets move in 2024? ▼
Wellington Management Company LLP Defined Benefit Plan pulled back noticeably - down 8.6% during 2024, from $208M to $190M. Reported net income was -$18M.
How have Wellington Management Company LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellington Management Company LLP's sponsor-wide assets grew 22.0%, from $2.7B to $3.3B.
Where does Wellington Management Company LLP Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Wellington Management Company LLP Defined Benefit Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wellington Management Company LLP Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is St. Clair Hospital Retirement Plan in PA ($190M, 1,700 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wellington Management Company LLP Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St. Paul Eye Clinic Cash Balance Pension Plan in MN (149 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 300835489.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.