How big is Wellington Management Group, Inc.'s plan?

Wellington Management Group, Inc.'s plan reported $170K in assets and 2 participants for 2023.

Original filing (PDF)20241015060549NAL0048297568001

Wellington Management Group, Inc.

Name: Wellington Management Group, Inc. — Wellington, Form 5500 (2023)
Creator: Wellington Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellington Management Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Wellington Management Group, Inc.'s Wellington Management Group, Inc. 401(k) Profit Sharing Plan held $170K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

Plan identifiers

Wellington Management Group, Inc.'s EIN is 23-2373765.

EIN 23-2373765

Plan number 001

Plan year 2023

ACK ID 20241015060549NAL0048297568001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wellington Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wellington Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLINGTON MANAGEMENT GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off