Other · DOL Form 5500 · 2024
Wesleyan University Retirement Plan
Data updated 2026-08-25
- $688M
- Total assets Above avg plan size
- 1,714
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $401,485
- Avg per participant High balance/head
Official DOL plan name: Wesleyan University Retirement Plan · Sponsored by Wesleyan University · Connecticut · Educational Services
$688M in assets, 1,714 participants
Wesleyan University's Wesleyan University Retirement Plan reported $688M in total assets and 1,714 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #3,532 in Educational Services (3,638 peers)
Coverage in Connecticut
Wesleyan University Retirement Plan covers 1,714 participants in Connecticut, 2.4x the typical Connecticut plan (state average ~718 per filing). Assets: $688M.
- #3,532
- in Educational Services (3,638 peers)
- +8.7%
- assets growth YoY
- 6.9×
- vs typical plan assets (national mean)
Wesleyan University Retirement Plan's outsized position by total assets
Wesleyan University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$688,145,628 Top 2% higher than 98% 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
Wesleyan University Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wesleyan University Retirement Plan lands in the large band (1,714 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wesleyan University Retirement Plan reported net income rose from $26M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Wesleyan University Retirement Plan reported participants rose from 1,517 in the plan year 2023 filing to 1,714 in the plan year 2024 filing.
- Wesleyan University Retirement Plan end-of-year assets rose from $633M in the plan year 2023 filing to $688M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 060646959 · Wesleyan University PY 2024 · Other
Wesleyan University Retirement Plan · $688M · 1,714 · 98th
- ASSETS $688M
- PCT 1,714
- EIN 98th
- RANK Other
- PHOTO near Worcester Polytechnic Institute Defined Contribution Plan
- IND ind #3532
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 Connecticut →
Wesleyan University Retirement Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $633M |
|---|---|
| Net Assets (End of Year) | $688M |
| Net Income | $55M |
| Employer EIN | 060646959 |
| Plan Effective Date | 1974-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wesleyan University)
Sponsor-wide plan assets over time
All Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- $688M 13.320298954268894% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,087 | $607M |
| 2023 | 1 | 1,517 | $633M |
| 2024 | 1 | 1,714 | $688M |
Nearby Other Plans in Connecticut
Peer Other plans, same state, same plan type, ranked by total assets.
- Yale University Retirement Account Plan $8.3B · 13,197
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.3B · 22,447
- Yale University Tax-Deferred 403(b) Savings Plan $874M · 20,269
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $746M · 2,323
- Hartford Healthcare 403(b) Plan $666M · 4,887
Wesleyan University Retirement Plan's out-of-state Other peers by assets and headcount
Outside Connecticut, the nearest Other by assets is Worcester Polytechnic Institute Defined Contribution Plan in MA ($687M); by covered participants it is Central Washington Health Services Association Tax Sheltered Annuity Plan in WA (1,710 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($688M here).
- Worcester Polytechnic Institute Defined Contribution Plan (MA) $687M · 1,493
- University of Richmond Defined Contribution Retirement Plan (VA) $685M · 1,810
- Seton Hall University Retirement Plan (NJ) $691M · 1,249
- Retirement Plan of Creighton University (NE) $684M · 3,534
Similar participant headcount
Nearest other-state filings by covered participants (1,714 participants); asset peers above are excluded.
- Central Washington Health Services Association Tax Sheltered Annuity Plan (WA) 1,710 · 4 off
- Mcphs University Tax Deferred Annuity Plan (MA) 1,709 · 5 off
- Nmdp Employee Contribution Plan (MN) 1,709 · 5 off
- Incentive Savings Plan for Employees of Meadville Medical Center (PA) 1,708 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.