Other · DOL Form 5500 · 2024

Wesleyan University Retirement Plan

Data updated 2026-07-24

$688M
Total assets: 1,714
Participants: 98th
Percentile by assets: $401,485
Avg per participant

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.

98th percentile by assets (of 116,472 plans)

Coverage in Connecticut

Wesleyan University Retirement Plan covers 1,714 participants in Connecticut, 2.3x the typical Connecticut plan (state average ~740 per filing). Assets: $688M.

$688M
total plan assets (2024 EOY): 1,714
covered participants: 98th
percentile by assets (of 116,472 plans): $401,485
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Connecticut

Industry

Educational Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 740 participants across 1,756 plans. Wesleyan University Retirement Plan reports 1,714 participants - 2.3x that state average ($688M EOY assets).

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)

Total plan assets by year, all Wesleyan University plans on file

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.

Wesleyan University Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants

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

Compare Wesleyan University Retirement Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Wesleyan University Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Wesleyan University Retirement Plan assets move in 2024? ▼

Wesleyan University Retirement Plan grew at a solid clip - up 8.7% during 2024, from $633M to $688M. Reported net income was $55M.

How have Wesleyan University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wesleyan University's sponsor-wide assets grew 13.3%, from $607M to $688M.

Where does Wesleyan University Retirement Plan rank by assets among Form 5500 filers? ▼

Wesleyan University Retirement Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to Wesleyan University Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Worcester Polytechnic Institute Defined Contribution Plan in MA ($687M, 1,493 participants).

Next read for Wesleyan University Retirement Plan

Filing takeaways

Ways to act on Wesleyan University Retirement Plan's numbers.

By total assets, Wesleyan University 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 Connecticut. Compare plans
Wesleyan University's sponsor-wide assets have grown 13.3% since 2022 across 3 plan years on file. More Educational Services plans

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 060646959.

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.