Defined Benefit (Pension) · DOL Form 5500 · 2024

Wellesley College Pension Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size
116
Participants Small participant base
87th
Percentile by assets National rank
$597,869
Avg per participant High balance/head
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Official DOL plan name: Wellesley Coll Pension Pln for Classified Ofc and Svc Ees · Sponsored by Wellesley College · Massachusetts · Educational Services

$69M in assets, 116 participants

Wellesley College's Wellesley Coll Pension Pln for Classified Ofc and Svc Ees reported $69M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,825 in Educational Services (3,638 peers)

Coverage in Massachusetts

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees covers 116 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $69M.

#2,825
in Educational Services (3,638 peers)
+3.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees's outsized position by total assets

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees vs every filed plan by assets

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

$69,352,747 Top 13% higher than 87% 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

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees 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. Wellesley Coll Pension Pln for Classified Ofc and Svc Ees sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wellesley Coll Pension Pln for Classified Ofc and Svc Ees reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wellesley Coll Pension Pln for Classified Ofc and Svc Ees reported participants fell from 130 in the plan year 2023 filing to 116 in the plan year 2024 filing.
  • Wellesley Coll Pension Pln for Classified Ofc and Svc Ees end-of-year assets rose from $67M in the plan year 2023 filing to $69M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 042103637 · Wellesley College PY 2024 · Defined Benefit (Pension)

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees · $69M · 116 · 87th

  • EBSA $69M
  • EBSA 116
  • EBSA 87th
  • EBSA Defined Benefit (Pension)
  • EBSA near Magee Rehabilitation Hospital Defined Benefit Pension Plan
  • EBSA ind #2825

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 Massachusetts →

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees in the asset neighbourhood

International Union of Elevator Constructors Officers and Employees Pension PlanInternational Union of Eleva…$69MKuakini Health System Retirement PlanKuakini Health System Retire…$69MWellesley Coll Pension Pln for Classified Ofc and Svc EesWellesley Coll Pension Pln f…$69MMagee Rehabilitation Hospital Defined Benefit Pension PlanMagee Rehabilitation Hospita…$69MTuscaloosa Plumbers & Steamfitters Local 372 Pension PlanTuscaloosa Plumbers & Steamf…$69M
End-of-year total assets ($M) among Wellesley Coll Pension Pln for Classified Ofc and Svc Ees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$69M
Net Income$2M
Employer EIN042103637
Plan Effective Date1964-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Wellesley College)

Sponsor-wide plan assets over time

All Wellesley College plans reported in each filing year

Latest sponsor-wide plan assets
$857M 22.15052004279535% vs 2022
2024 filing year
$650M$700M$750M$800M$850M$900M 202220232024 $701M $857M ▲ +22.2%
Year Plans Participants Total Assets
2022 2 1,395 $701M
2023 2 1,409 $789M
2024 2 1,410 $857M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wellesley Coll Pension Pln for Classified Ofc and Svc Ees, Total assets ($B): 0.069352747 · Participants: 116Wellesley Coll Pension Pln for Classified Ofc and Svc EesConsolidated 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
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Wellesley Coll Pension Pln for Classified Ofc and Svc Ees side-by-side with 3 peers →

Wellesley Coll Pension Pln for Classified Ofc and Svc Ees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Magee Rehabilitation Hospital Defined Benefit Pension Plan in PA ($69M); by covered participants it is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Wellesley Coll Pension Pln for Classified Ofc and Svc Ees assets move in 2024? ▼
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees edged up modestly - up 3.6% during 2024, from $67M to $69M. Reported net income was $2M.
How have Wellesley College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wellesley College's sponsor-wide assets grew 22.2%, from $701M to $857M.
Where does Wellesley Coll Pension Pln for Classified Ofc and Svc Ees rank by assets among Form 5500 filers? ▼
Wellesley Coll Pension Pln for Classified Ofc and Svc Ees ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wellesley Coll Pension Pln for Classified Ofc and Svc Ees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Magee Rehabilitation Hospital Defined Benefit Pension Plan in PA ($69M, 322 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wellesley Coll Pension Pln for Classified Ofc and Svc Ees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pima Federal Credit Union Defined Benefit Plan and Trust in AZ (116 participants, $26M 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 042103637.

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.