Civic Intelligence

Wellington Management Inc.

Plan context: Wellington Management Inc. 401K Retirement Plan

EIN 41-1505814 • St. Paul, MN • 23 filings • 2 plans

1625 Energy Park Drive Suite 100St. Paul, MN 55108
Current Snapshot

Latest Year

2024

2024 Participants

57

2024 Assets

$8,287,715

2024 Contributions

$597,965

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,287,715$4,143,858$0199920132024YearValue
$8,287,715Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

61310199920132024YearValue
57Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024157$8,287,715$597,965$10,491iApproximate average salary by contribution assumption: employee only about $262,265 at 4% or $174,844 at 6%; with 50% employer match about $174,844 at 4% or $116,562 at 6%; with 100% employer match about $131,133 at 4% or $87,422 at 6%.
Wellington Management Inc. 401K Retirement Plan-57$8,287,715$597,965$10,491iApproximate average salary by contribution assumption: employee only about $262,265 at 4% or $174,844 at 6%; with 50% employer match about $174,844 at 4% or $116,562 at 6%; with 100% employer match about $131,133 at 4% or $87,422 at 6%.
2023161$8,042,626$596,105$9,772iApproximate average salary by contribution assumption: employee only about $244,305 at 4% or $162,870 at 6%; with 50% employer match about $162,870 at 4% or $108,580 at 6%; with 100% employer match about $122,153 at 4% or $81,435 at 6%.
Wellington Management Inc. 401K Retirement Plan-61$8,042,626$596,105$9,772iApproximate average salary by contribution assumption: employee only about $244,305 at 4% or $162,870 at 6%; with 50% employer match about $162,870 at 4% or $108,580 at 6%; with 100% employer match about $122,153 at 4% or $81,435 at 6%.
2022153$6,957,809$599,740$11,316iApproximate average salary by contribution assumption: employee only about $282,896 at 4% or $188,597 at 6%; with 50% employer match about $188,597 at 4% or $125,732 at 6%; with 100% employer match about $141,448 at 4% or $94,299 at 6%.
Wellington Management Inc. 401K Retirement Plan-53$6,957,809$599,740$11,316iApproximate average salary by contribution assumption: employee only about $282,896 at 4% or $188,597 at 6%; with 50% employer match about $188,597 at 4% or $125,732 at 6%; with 100% employer match about $141,448 at 4% or $94,299 at 6%.
2021144$8,247,466$522,770$11,881iApproximate average salary by contribution assumption: employee only about $297,028 at 4% or $198,019 at 6%; with 50% employer match about $198,019 at 4% or $132,013 at 6%; with 100% employer match about $148,514 at 4% or $99,009 at 6%.
Wellington Management Inc. 401K Retirement Plan-44$8,247,466$522,770$11,881iApproximate average salary by contribution assumption: employee only about $297,028 at 4% or $198,019 at 6%; with 50% employer match about $198,019 at 4% or $132,013 at 6%; with 100% employer match about $148,514 at 4% or $99,009 at 6%.
2020136$6,762,855$414,618$11,517iApproximate average salary by contribution assumption: employee only about $287,929 at 4% or $191,953 at 6%; with 50% employer match about $191,953 at 4% or $127,969 at 6%; with 100% employer match about $143,965 at 4% or $95,976 at 6%.
Wellington Management Inc. 401K Retirement Plan-36$6,762,855$414,618$11,517iApproximate average salary by contribution assumption: employee only about $287,929 at 4% or $191,953 at 6%; with 50% employer match about $191,953 at 4% or $127,969 at 6%; with 100% employer match about $143,965 at 4% or $95,976 at 6%.
2019137$5,864,638$383,304$10,360iApproximate average salary by contribution assumption: employee only about $258,989 at 4% or $172,659 at 6%; with 50% employer match about $172,659 at 4% or $115,106 at 6%; with 100% employer match about $129,495 at 4% or $86,330 at 6%.
Wellington Management Inc. 401K Retirement Plan-37$5,864,638$383,304$10,360iApproximate average salary by contribution assumption: employee only about $258,989 at 4% or $172,659 at 6%; with 50% employer match about $172,659 at 4% or $115,106 at 6%; with 100% employer match about $129,495 at 4% or $86,330 at 6%.
2018138$4,736,946$495,829$13,048iApproximate average salary by contribution assumption: employee only about $326,203 at 4% or $217,469 at 6%; with 50% employer match about $217,469 at 4% or $144,979 at 6%; with 100% employer match about $163,102 at 4% or $108,734 at 6%.
Wellington Management Inc. 401K Retirement Plan-38$4,736,946$495,829$13,048iApproximate average salary by contribution assumption: employee only about $326,203 at 4% or $217,469 at 6%; with 50% employer match about $217,469 at 4% or $144,979 at 6%; with 100% employer match about $163,102 at 4% or $108,734 at 6%.
2017138$4,606,099$350,286$9,218iApproximate average salary by contribution assumption: employee only about $230,451 at 4% or $153,634 at 6%; with 50% employer match about $153,634 at 4% or $102,423 at 6%; with 100% employer match about $115,226 at 4% or $76,817 at 6%.
Wellington Management Inc. 401K Retirement Plan-38$4,606,099$350,286$9,218iApproximate average salary by contribution assumption: employee only about $230,451 at 4% or $153,634 at 6%; with 50% employer match about $153,634 at 4% or $102,423 at 6%; with 100% employer match about $115,226 at 4% or $76,817 at 6%.
2016137$3,654,279$396,504$10,716iApproximate average salary by contribution assumption: employee only about $267,908 at 4% or $178,605 at 6%; with 50% employer match about $178,605 at 4% or $119,070 at 6%; with 100% employer match about $133,954 at 4% or $89,303 at 6%.
Wellington Management Inc. 401K Retirement Plan-37$3,654,279$396,504$10,716iApproximate average salary by contribution assumption: employee only about $267,908 at 4% or $178,605 at 6%; with 50% employer match about $178,605 at 4% or $119,070 at 6%; with 100% employer match about $133,954 at 4% or $89,303 at 6%.
2015134$3,010,857$291,395$8,570iApproximate average salary by contribution assumption: employee only about $214,261 at 4% or $142,841 at 6%; with 50% employer match about $142,841 at 4% or $95,227 at 6%; with 100% employer match about $107,131 at 4% or $71,420 at 6%.
Wellington Management Inc. 401K Retirement Plan-34$3,010,857$291,395$8,570iApproximate average salary by contribution assumption: employee only about $214,261 at 4% or $142,841 at 6%; with 50% employer match about $142,841 at 4% or $95,227 at 6%; with 100% employer match about $107,131 at 4% or $71,420 at 6%.
2014132$2,815,461$269,937$8,436iApproximate average salary by contribution assumption: employee only about $210,888 at 4% or $140,592 at 6%; with 50% employer match about $140,592 at 4% or $93,728 at 6%; with 100% employer match about $105,444 at 4% or $70,296 at 6%.
Wellington Management Inc. 401K Retirement Plan-32$2,815,461$269,937$8,436iApproximate average salary by contribution assumption: employee only about $210,888 at 4% or $140,592 at 6%; with 50% employer match about $140,592 at 4% or $93,728 at 6%; with 100% employer match about $105,444 at 4% or $70,296 at 6%.
2013129$2,615,866$267,704$9,231iApproximate average salary by contribution assumption: employee only about $230,779 at 4% or $153,853 at 6%; with 50% employer match about $153,853 at 4% or $102,569 at 6%; with 100% employer match about $115,390 at 4% or $76,926 at 6%.
Wellington Management Inc. 401K Retirement Plan-29$2,615,866$267,704$9,231iApproximate average salary by contribution assumption: employee only about $230,779 at 4% or $153,853 at 6%; with 50% employer match about $153,853 at 4% or $102,569 at 6%; with 100% employer match about $115,390 at 4% or $76,926 at 6%.
2012133$2,652,517$302,107$9,155iApproximate average salary by contribution assumption: employee only about $228,869 at 4% or $152,579 at 6%; with 50% employer match about $152,579 at 4% or $101,720 at 6%; with 100% employer match about $114,434 at 4% or $76,290 at 6%.
Wellington Management Inc. 401K Retirement Plan-33$2,652,517$302,107$9,155iApproximate average salary by contribution assumption: employee only about $228,869 at 4% or $152,579 at 6%; with 50% employer match about $152,579 at 4% or $101,720 at 6%; with 100% employer match about $114,434 at 4% or $76,290 at 6%.
2011134$2,169,408$262,069$7,708iApproximate average salary by contribution assumption: employee only about $192,698 at 4% or $128,465 at 6%; with 50% employer match about $128,465 at 4% or $85,643 at 6%; with 100% employer match about $96,349 at 4% or $64,233 at 6%.
Wellington Management Inc. 401K Retirement Plan-34$2,169,408$262,069$7,708iApproximate average salary by contribution assumption: employee only about $192,698 at 4% or $128,465 at 6%; with 50% employer match about $128,465 at 4% or $85,643 at 6%; with 100% employer match about $96,349 at 4% or $64,233 at 6%.
2010136$2,149,827$272,293$7,564iApproximate average salary by contribution assumption: employee only about $189,092 at 4% or $126,062 at 6%; with 50% employer match about $126,062 at 4% or $84,041 at 6%; with 100% employer match about $94,546 at 4% or $63,031 at 6%.
Wellington Management Inc. 401K Retirement Plan-36$2,149,827$272,293$7,564iApproximate average salary by contribution assumption: employee only about $189,092 at 4% or $126,062 at 6%; with 50% employer match about $126,062 at 4% or $84,041 at 6%; with 100% employer match about $94,546 at 4% or $63,031 at 6%.
2009136$1,638,386$260,075$7,224iApproximate average salary by contribution assumption: employee only about $180,608 at 4% or $120,405 at 6%; with 50% employer match about $120,405 at 4% or $80,270 at 6%; with 100% employer match about $90,304 at 4% or $60,203 at 6%.
Wellington Management Inc. 401K Retirement Plan-36$1,638,386$260,075$7,224iApproximate average salary by contribution assumption: employee only about $180,608 at 4% or $120,405 at 6%; with 50% employer match about $120,405 at 4% or $80,270 at 6%; with 100% employer match about $90,304 at 4% or $60,203 at 6%.
2008130$1,257,276$277,841$9,261iApproximate average salary by contribution assumption: employee only about $231,534 at 4% or $154,356 at 6%; with 50% employer match about $154,356 at 4% or $102,904 at 6%; with 100% employer match about $115,767 at 4% or $77,178 at 6%.
Wellington Management Inc. 401K Retirement Plan-30$1,257,276$277,841$9,261iApproximate average salary by contribution assumption: employee only about $231,534 at 4% or $154,356 at 6%; with 50% employer match about $154,356 at 4% or $102,904 at 6%; with 100% employer match about $115,767 at 4% or $77,178 at 6%.
2007129$1,701,204$219,911$7,583iApproximate average salary by contribution assumption: employee only about $189,578 at 4% or $126,386 at 6%; with 50% employer match about $126,386 at 4% or $84,257 at 6%; with 100% employer match about $94,789 at 4% or $63,193 at 6%.
Wellington Management Inc. 401K Retirement Plan-29$1,701,204$219,911$7,583iApproximate average salary by contribution assumption: employee only about $189,578 at 4% or $126,386 at 6%; with 50% employer match about $126,386 at 4% or $84,257 at 6%; with 100% employer match about $94,789 at 4% or $63,193 at 6%.
2006126$1,362,090$205,120$7,889iApproximate average salary by contribution assumption: employee only about $197,231 at 4% or $131,487 at 6%; with 50% employer match about $131,487 at 4% or $87,658 at 6%; with 100% employer match about $98,615 at 4% or $65,744 at 6%.
Wellington Management Inc. 401K Retirement Plan-26$1,362,090$205,120$7,889iApproximate average salary by contribution assumption: employee only about $197,231 at 4% or $131,487 at 6%; with 50% employer match about $131,487 at 4% or $87,658 at 6%; with 100% employer match about $98,615 at 4% or $65,744 at 6%.
2005125$1,097,083$186,379$7,455iApproximate average salary by contribution assumption: employee only about $186,379 at 4% or $124,253 at 6%; with 50% employer match about $124,253 at 4% or $82,835 at 6%; with 100% employer match about $93,190 at 4% or $62,126 at 6%.
Wellington Management Inc. 401K Retirement Plan-25$1,097,083$186,379$7,455iApproximate average salary by contribution assumption: employee only about $186,379 at 4% or $124,253 at 6%; with 50% employer match about $124,253 at 4% or $82,835 at 6%; with 100% employer match about $93,190 at 4% or $62,126 at 6%.
2004124$860,076$274,752$11,448iApproximate average salary by contribution assumption: employee only about $286,200 at 4% or $190,800 at 6%; with 50% employer match about $190,800 at 4% or $127,200 at 6%; with 100% employer match about $143,100 at 4% or $95,400 at 6%.
Wellington Management Inc. 401K Retirement Plan-24$860,076$274,752$11,448iApproximate average salary by contribution assumption: employee only about $286,200 at 4% or $190,800 at 6%; with 50% employer match about $190,800 at 4% or $127,200 at 6%; with 100% employer match about $143,100 at 4% or $95,400 at 6%.
2003125$613,784$159,005$6,360iApproximate average salary by contribution assumption: employee only about $159,005 at 4% or $106,003 at 6%; with 50% employer match about $106,003 at 4% or $70,669 at 6%; with 100% employer match about $79,503 at 4% or $53,002 at 6%.
Wellington Management Inc. 401K Retirement Plan-25$613,784$159,005$6,360iApproximate average salary by contribution assumption: employee only about $159,005 at 4% or $106,003 at 6%; with 50% employer match about $106,003 at 4% or $70,669 at 6%; with 100% employer match about $79,503 at 4% or $53,002 at 6%.
1999114$150,182$75,899$5,421iApproximate average salary by contribution assumption: employee only about $135,534 at 4% or $90,356 at 6%; with 50% employer match about $90,356 at 4% or $60,237 at 6%; with 100% employer match about $67,767 at 4% or $45,178 at 6%.
Wellington Management Inc. 401K Retirement Plan-14$150,182$75,899$5,421iApproximate average salary by contribution assumption: employee only about $135,534 at 4% or $90,356 at 6%; with 50% employer match about $90,356 at 4% or $60,237 at 6%; with 100% employer match about $67,767 at 4% or $45,178 at 6%.