Wellesley College DB Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wellesley College
  • Sponsor EIN: 042103637
  • Sponsor Address: 106 CENTRAL STREET, WELLESLEY, MA, 024818201
  • Plan Type: DB
  • Plan Number: 001
  • Total Participants: 116
  • Total Assets: $67.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023116$67.0M$1.8M$0
2022130$61.5M$5.2M$0

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