401(k) · DOL Form 5500 · 2024

Wellington Management Company LLP 401(k) Plan

Data updated 2026-07-24

$3.2B
Total assets: 2,265
Participants: 100th
Percentile by assets: $1.4M
Avg per participant

Official DOL plan name: Wellington Retirement and Pension Plan · Sponsored by Wellington Management Company LLP · Massachusetts · Finance & Insurance

$3.2B in assets, 2,265 participants

Wellington Management Company LLP's Wellington Retirement and Pension Plan reported $3.2B in total assets and 2,265 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

100th percentile by assets (of 116,472 plans)

Coverage in Massachusetts

Wellington Retirement and Pension Plan covers 2,265 participants in Massachusetts, 3.5x the typical Massachusetts plan (state average ~641 per filing). Assets: $3.2B.

$3.2B
total plan assets (2024 EOY): 2,265
covered participants: 100th
percentile by assets (of 116,472 plans): $1.4M
avg assets per participant

Wellington Retirement and Pension Plan reported net income fell from $342M in the plan year 2023 filing to $274M in the plan year 2024 filing.
Wellington Retirement and Pension Plan end-of-year assets rose from $2.9B in the plan year 2023 filing to $3.2B in the plan year 2024 filing.
Wellington Retirement and Pension Plan reported participants fell from 2,450 in the plan year 2023 filing to 2,265 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Wellington Retirement and Pension Plan reports 2,265 participants - 3.5x that state average ($3.2B EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)	$2.9B
Net Assets (End of Year)	$3.2B
Net Income	$274M
Employer EIN	300835489
Plan Effective Date	1979-10-30
Filing Status	FILING RECEIVED

Sponsor Plan History (Wellington Management Company LLP)

Total plan assets by year, all Wellington Management Company LLP plans on file

Year	Plans	Participants	Total Assets
2022	2	2,367	$2.7B
2023	2	2,610	$3.1B
2024	2	2,414	$3.3B

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wellington Retirement and Pension Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Wellington Retirement and Pension Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wellington Retirement and Pension Plan by total assets, not by location.

The Estee Lauder Companies 401(k) Savings Plan (NY) $3.2B · 10,901
Aon Pooled Employer Plan (IL) $3.1B · 48,473
Hearst Retirement Savings Plan (NC) $3.1B · 14,150
Best Buy Retirement Savings Plan (MN) $3.1B · 85,980

Frequently Asked Questions

How did Wellington Retirement and Pension Plan assets move in 2024? ▼

Wellington Retirement and Pension Plan grew at a solid clip - up 9.5% during 2024, from $2.9B to $3.2B. Reported net income was $274M.

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 Retirement and Pension Plan rank by assets among Form 5500 filers? ▼

Wellington Retirement and Pension Plan ranks in the 100th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Wellington Retirement and Pension Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Estee Lauder Companies 401(k) Savings Plan in NY ($3.2B, 10,901 participants).

Next read for Wellington Retirement and Pension Plan

Filing takeaways

Ways to act on Wellington Retirement and Pension Plan's numbers.

By total assets, Wellington Retirement and Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) 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

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.