Wellington Management Group Inc.
Plan context: Wellington Management Group Inc. Profit Sharing Plan
EIN 23-2373765 • Newark, DE • 43 filings • 6 plans
Current Snapshot
Latest Year
2023
2023 Participants
1
2023 Assets
$169,940
2023 Contributions
$25,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 1 | $169,940 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 1 | $169,940 | $0 | - |
| 2022 | 1 | 1 | $169,940 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 1 | $169,940 | $0 | - |
| 2021 | 1 | 2 | $335,959 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | $335,959 | - | - |
| 2020 | 1 | 2 | $486,723 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | $486,723 | - | - |
| 2019 | 1 | 2 | $441,000 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | $441,000 | $25,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2018 | 1 | 2 | $693,819 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | $693,819 | - | - |
| 2017 | 1 | 2 | $907,187 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | $907,187 | - | - |
| 2016 | 2 | 2 | $1,053,288 | $923,973 | $461,987iApproximate average salary by contribution assumption: employee only about $11,549,663 at 4% or $7,699,775 at 6%; with 50% employer match about $7,699,775 at 4% or $5,133,183 at 6%; with 100% employer match about $5,774,831 at 4% or $3,849,888 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | $1,053,288 | $896,209 | $448,105iApproximate average salary by contribution assumption: employee only about $11,202,613 at 4% or $7,468,408 at 6%; with 50% employer match about $7,468,408 at 4% or $4,978,939 at 6%; with 100% employer match about $5,601,306 at 4% or $3,734,204 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $27,764 | - |
| 2015 | 2 | 2 | $1,198,971 | $45,500 | $22,750iApproximate average salary by contribution assumption: employee only about $568,750 at 4% or $379,167 at 6%; with 50% employer match about $379,167 at 4% or $252,778 at 6%; with 100% employer match about $284,375 at 4% or $189,583 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,066,881 | $28,304 | $14,152iApproximate average salary by contribution assumption: employee only about $353,800 at 4% or $235,867 at 6%; with 50% employer match about $235,867 at 4% or $157,244 at 6%; with 100% employer match about $176,900 at 4% or $117,933 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | $132,090 | $17,196 | $8,598iApproximate average salary by contribution assumption: employee only about $214,950 at 4% or $143,300 at 6%; with 50% employer match about $143,300 at 4% or $95,533 at 6%; with 100% employer match about $107,475 at 4% or $71,650 at 6%. |
| 2014 | 2 | 3 | $1,344,372 | $28,829 | $9,610iApproximate average salary by contribution assumption: employee only about $240,242 at 4% or $160,161 at 6%; with 50% employer match about $160,161 at 4% or $106,774 at 6%; with 100% employer match about $120,121 at 4% or $80,081 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $1,224,042 | $28,829 | $14,415iApproximate average salary by contribution assumption: employee only about $360,363 at 4% or $240,242 at 6%; with 50% employer match about $240,242 at 4% or $160,161 at 6%; with 100% employer match about $180,181 at 4% or $120,121 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 3 | $120,330 | - | - |
| 2013 | 2 | 8 | $1,541,329 | $53,348 | $6,669iApproximate average salary by contribution assumption: employee only about $166,713 at 4% or $111,142 at 6%; with 50% employer match about $111,142 at 4% or $74,094 at 6%; with 100% employer match about $83,356 at 4% or $55,571 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $1,305,684 | $53,348 | $6,669iApproximate average salary by contribution assumption: employee only about $166,713 at 4% or $111,142 at 6%; with 50% employer match about $111,142 at 4% or $74,094 at 6%; with 100% employer match about $83,356 at 4% or $55,571 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 3 | $235,645 | - | - |
| 2012 | 2 | 8 | $1,508,171 | $114,089 | $14,261iApproximate average salary by contribution assumption: employee only about $356,528 at 4% or $237,685 at 6%; with 50% employer match about $237,685 at 4% or $158,457 at 6%; with 100% employer match about $178,264 at 4% or $118,843 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $1,196,434 | $114,089 | $14,261iApproximate average salary by contribution assumption: employee only about $356,528 at 4% or $237,685 at 6%; with 50% employer match about $237,685 at 4% or $158,457 at 6%; with 100% employer match about $178,264 at 4% or $118,843 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 3 | $311,737 | - | - |
| 2011 | 2 | 8 | $1,439,767 | $0 | - |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $1,113,075 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 3 | $326,692 | - | - |
| 2010 | 2 | 8 | $1,448,136 | $0 | - |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $1,106,617 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 3 | $341,519 | - | - |
| 2009 | 2 | 8 | $1,459,077 | $16,500 | $2,063iApproximate average salary by contribution assumption: employee only about $51,563 at 4% or $34,375 at 6%; with 50% employer match about $34,375 at 4% or $22,917 at 6%; with 100% employer match about $25,781 at 4% or $17,188 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $1,024,779 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | $434,298 | $16,500 | $8,250iApproximate average salary by contribution assumption: employee only about $206,250 at 4% or $137,500 at 6%; with 50% employer match about $137,500 at 4% or $91,667 at 6%; with 100% employer match about $103,125 at 4% or $68,750 at 6%. |
| 2008 | 2 | 3 | $0 | $0 | - |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 2 | 3 | $0 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | - | - | - |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |
| 2006 | 2 | 4 | $433,947 | $42,750 | $10,688iApproximate average salary by contribution assumption: employee only about $267,188 at 4% or $178,125 at 6%; with 50% employer match about $178,125 at 4% or $118,750 at 6%; with 100% employer match about $133,594 at 4% or $89,063 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 4 | $433,947 | $42,750 | $10,688iApproximate average salary by contribution assumption: employee only about $267,188 at 4% or $178,125 at 6%; with 50% employer match about $178,125 at 4% or $118,750 at 6%; with 100% employer match about $133,594 at 4% or $89,063 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | - | - | - |
| 2005 | 2 | 4 | $1,099,944 | $164,241 | $41,060iApproximate average salary by contribution assumption: employee only about $1,026,506 at 4% or $684,338 at 6%; with 50% employer match about $684,338 at 4% or $456,225 at 6%; with 100% employer match about $513,253 at 4% or $342,169 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. RESTATED DEFINED BENEFIT PLAN | - | 4 | $740,445 | $122,852 | $30,713iApproximate average salary by contribution assumption: employee only about $767,825 at 4% or $511,883 at 6%; with 50% employer match about $511,883 at 4% or $341,256 at 6%; with 100% employer match about $383,913 at 4% or $255,942 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 4 | $359,499 | $41,389 | $10,347iApproximate average salary by contribution assumption: employee only about $258,681 at 4% or $172,454 at 6%; with 50% employer match about $172,454 at 4% or $114,969 at 6%; with 100% employer match about $129,341 at 4% or $86,227 at 6%. |
| 2004 | 1 | 4 | $588,531 | $113,400 | $28,350iApproximate average salary by contribution assumption: employee only about $708,750 at 4% or $472,500 at 6%; with 50% employer match about $472,500 at 4% or $315,000 at 6%; with 100% employer match about $354,375 at 4% or $236,250 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. RESTATED DEFINED BENEFIT PLAN | - | 4 | $588,531 | $113,400 | $28,350iApproximate average salary by contribution assumption: employee only about $708,750 at 4% or $472,500 at 6%; with 50% employer match about $472,500 at 4% or $315,000 at 6%; with 100% employer match about $354,375 at 4% or $236,250 at 6%. |
| 2003 | 3 | 4 | $690,336 | $121,875 | $30,469iApproximate average salary by contribution assumption: employee only about $761,719 at 4% or $507,813 at 6%; with 50% employer match about $507,813 at 4% or $338,542 at 6%; with 100% employer match about $380,859 at 4% or $253,906 at 6%. |
| WELLINGTON MANAGEMENT GROUP, INC. RESTATED DEFINED BENEFIT PLAN | - | 4 | $439,667 | $119,780 | $29,945iApproximate average salary by contribution assumption: employee only about $748,625 at 4% or $499,083 at 6%; with 50% employer match about $499,083 at 4% or $332,722 at 6%; with 100% employer match about $374,313 at 4% or $249,542 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 4 | $250,669 | $2,095 | $524iApproximate average salary by contribution assumption: employee only about $13,094 at 4% or $8,729 at 6%; with 50% employer match about $8,729 at 4% or $5,819 at 6%; with 100% employer match about $6,547 at 4% or $4,365 at 6%. |
| Wellington Management Group Inc. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2002 | 1 | 4 | $0 | $0 | - |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PLAN AND TRUST | - | 4 | - | - | - |
| 2001 | 3 | 5 | $0 | $0 | - |
| Wellington Management Group Inc. Money Purchase Pension Plan | - | 5 | - | - | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 5 | - | - | - |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PLAN AND TRUST | - | 4 | - | - | - |
| 2000 | 2 | 5 | $252,591 | $0 | - |
| Wellington Management Group Inc. Profit Sharing Plan | - | 5 | $252,591 | - | - |
| WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PLAN AND TRUST | - | 5 | - | - | - |
| 1999 | 2 | 2 | $493,999 | $8,116 | $4,058iApproximate average salary by contribution assumption: employee only about $101,450 at 4% or $67,633 at 6%; with 50% employer match about $67,633 at 4% or $45,089 at 6%; with 100% employer match about $50,725 at 4% or $33,817 at 6%. |
| Wellington Management Group Inc. Profit Sharing Plan | - | 2 | $422,101 | $839 | $420iApproximate average salary by contribution assumption: employee only about $10,488 at 4% or $6,992 at 6%; with 50% employer match about $6,992 at 4% or $4,661 at 6%; with 100% employer match about $5,244 at 4% or $3,496 at 6%. |
| Wellington Management Group Inc. Money Purchase Pension Plan | - | 2 | $71,898 | $7,277 | $3,639iApproximate average salary by contribution assumption: employee only about $90,963 at 4% or $60,642 at 6%; with 50% employer match about $60,642 at 4% or $40,428 at 6%; with 100% employer match about $45,481 at 4% or $30,321 at 6%. |