Plan5500

Wellington Retirement And Pension Plan — Form 5500 plan (Wellington Management Company Llp)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wellington Retirement And Pension Plan is a benefit plan reported by Wellington Management Company Llp under EIN 30-0835489 and plan number 003. The latest loaded filing year is 2023. The filing reports 4,365 participants and $2,885,441,916 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.9BPlan net assets, end of year$2,885,441,916
Participants4.4KCovered participants reported4,365
Assets / participant$661KComputed: assets ÷ participants$661,041 (computed)
Provider compensation$138.5K1 Schedule C provider row(s)$138,516
Plan sponsor
Wellington Management Company Llp
EIN
30-0835489
Plan number
003
Plan type
2
Location
Boston, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4,365 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2.9B total assets
Net assets$2.9BLiabilities$0
Money in vs. money out
Total income / additions$468.6M
Total expenses$126.4M
Benefits paid / distributions$126.1M
Contributions
Employer$54.9M
Participant$35.4M
Full reported line items

Net assets

Total assets (EOY)
$2,885,441,916
Total liabilities (EOY)
$0
Net assets (EOY)
$2,885,441,916
Net assets (BOY)
$2,543,257,148

Income & contributions

Employer contributions
$54,860,080
Participant contributions
$35,411,386
Total contributions
$112,440,944
Total income / additions
$468,596,034

Expenses & distributions

Benefits paid
$126,067,320
Administrative expenses
$307,366
Total expenses
$126,411,266
Net increase / (decrease)
$342,184,768
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 61%Participant 39%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$138.5K
    NONE · Direct $138.5K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Wellington Retirement And Pension Plan?
Wellington Retirement And Pension Plan is reported as sponsored by Wellington Management Company Llp (EIN 30-0835489, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Wellington Retirement And Pension Plan?
The latest Form 5500 filing year loaded for Wellington Retirement And Pension Plan is 2023.
How many participants does Wellington Retirement And Pension Plan report?
Wellington Retirement And Pension Plan reports 4,365 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Wellington Retirement And Pension Plan?
Wellington Retirement And Pension Plan reports $2,885,441,916 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages