Other · DOL Form 5500 · 2022

University of Nebraska Foundation Retirement Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
193
Participants Below avg headcount
88th
Percentile by assets National rank
$257,269
Avg per participant Above avg balance/head
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Official DOL plan name: University of Nebraska Foundation Defined Contribution Retirement Plan · Sponsored by University of Nebraska Foundation · Nebraska · Finance & Insurance

$50M in assets, 193 participants

University of Nebraska Foundation's University of Nebraska Foundation Defined Contribution Retirement Plan reported $50M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 88th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,476 in Finance & Insurance (9,261 peers)

Coverage in Nebraska

University of Nebraska Foundation Defined Contribution Retirement Plan covers 193 participants in Nebraska, about 35% of the average Nebraska filer (state average ~552 per filing). Assets: $50M.

#7,476
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University of Nebraska Foundation Defined Contribution Retirement Plan's outsized position by total assets

University of Nebraska Foundation Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$49,652,894 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

University of Nebraska Foundation Defined Contribution Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Nebraska Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (193 participants).

DOL schedule card

Filing strip 470379839 · University of Nebraska Foundation PY 2022 · Other

University of Nebraska Foundation Defined Contribution Retirement Plan · $50M · 193 · 88th

  • IND $50M
  • EOY 193
  • 5500 88th
  • ASSETS Other
  • PCT near Spie Retirement Plan
  • EIN ind #7476

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Nebraska →

University of Nebraska Foundation Defined Contribution Retirement Plan in the asset neighbourhood

Naval Academy Athletic Association Retirement PlanNaval Academy Athletic Assoc…$50M403(b) Thrift Plan of Special Service for Groups, Inc.403(b) Thrift Plan of Specia…$50MUniversity of Nebraska Foundation Defined Contribution Retirement PlanUniversity of Nebraska Found…$50MSpie Retirement Plan$50MArizona Laborers & Teamsters Annuity PlanArizona Laborers & Teamsters…$50M
End-of-year total assets ($M) among University of Nebraska Foundation Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$50M
Net Income-$8M
Employer EIN470379839
Plan Effective Date1963-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Nebraska Foundation)

Sponsor-wide plan assets over time

All University of Nebraska Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$65M 30.93826716323927% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $49.7M $65M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 193 $50M
2023 1 231 $57M
2024 1 249 $65M

Nearby Other Plans in Nebraska

Peer Other plans, same state, same plan type, ranked by total assets.

University of Nebraska Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants University of Nebraska Foundation Defined Contribution Retirement Plan, Total assets ($M): 49.652894 · Participants: 193University of Nebraska Foundation Defined Contribution Retirement PlanNebraska Medicine Retirement Plan - Base and Matching Contributions, Total assets ($M): 664.378389 · Participants: 9278Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Methodist Health System Defined Contribution Retirement Plan, Total assets ($M): 582.016022 · Participants: 7620Nebraska Methodist Health System Defined Contribution Retirement PlanRetirement Plan of Creighton University, Total assets ($M): 572.906456 · Participants: 3380Retirement Plan of Creighton UniversityNebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 516.888215 · Participants: 9278Nebraska Medicine Retirement Plan - Employee ContributionsChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 324.265293 · Participants: 3285Children's Hospital & Medical Center 403(b) Plan
University of Nebraska Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare University of Nebraska Foundation Defined Contribution Retirement Plan side-by-side with 3 peers →

University of Nebraska Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Spie Retirement Plan in WA ($50M); by covered participants it is Greens Farms Academy Defined Contribution Plan in CT (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Nebraska Foundation Defined Contribution Retirement Plan assets move in 2022? ▼
University of Nebraska Foundation Defined Contribution Retirement Plan pulled back noticeably - down 14.5% during 2022, from $58M to $50M. Reported net income was -$8M.
How have University of Nebraska Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Nebraska Foundation's sponsor-wide assets grew 30.9%, from $50M to $65M.
Where does University of Nebraska Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
University of Nebraska Foundation Defined Contribution Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to University of Nebraska Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Spie Retirement Plan in WA ($50M, 175 participants).
Which Other plans cover a similar participant headcount to University of Nebraska Foundation Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Greens Farms Academy Defined Contribution Plan in CT (193 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470379839.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.