Other · DOL Form 5500 · 2022

Nebraska Medicine Retirement Plan

Data updated 2026-08-25

$517M
Total assets Above avg plan size
9,278
Participants Very large workforce
98th
Percentile by assets National rank
$55,711
Avg per participant Low balance/head
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Official DOL plan name: Nebraska Medicine Retirement Plan - Employee Contributions · Sponsored by Nebraska Medicine · Nebraska · Healthcare & Social Assistance

$517M in assets, 9,278 participants

Nebraska Medicine's Nebraska Medicine Retirement Plan - Employee Contributions reported $517M in total assets and 9,278 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,685 in Healthcare & Social Assistance (20,060 peers)

Coverage in Nebraska

Nebraska Medicine Retirement Plan - Employee Contributions covers 9,278 participants in Nebraska, 17x the typical Nebraska plan (state average ~552 per filing). Assets: $517M.

#19,685
in Healthcare & Social Assistance (20,060 peers)
-14.6%
assets change YoY
5.2×
vs typical plan assets (national mean)

The plan reported a net loss of $89M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nebraska Medicine Retirement Plan - Employee Contributions's outsized position by total assets

Nebraska Medicine Retirement Plan - Employee Contributions vs every filed plan by assets

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

$516,888,215 Top 2% higher than 98% 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

Nebraska Medicine Retirement Plan - Employee Contributions's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nebraska Medicine Retirement Plan - Employee Contributions lands in the large band (9,278 participants).

Plan-year Form 5500 strip

Filing strip 911858433 · Nebraska Medicine PY 2022 · Other

Nebraska Medicine Retirement Plan - Employee Contributions · $517M · 9,278 · 98th

  • BOOK $517M
  • VS-ST 9,278
  • BOY 98th
  • SCH Other
  • EBSA near Ballad Health 403(b) Plan
  • PART ind #19685

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 Healthcare & Social Assistance retirement plans → · Plans in Nebraska →

Nebraska Medicine Retirement Plan - Employee Contributions in the asset neighbourhood

IBEW Local 351 Surety Plan$520MSt. Charles Health System Retirement PlanSt. Charles Health System Re…$519MBallad Health 403(b) Plan$517MNebraska Medicine Retirement Plan - Employee ContributionsNebraska Medicine Retirement…$517MAmherst College Defined Contribution Retirement PlanAmherst College Defined Cont…$516M
End-of-year total assets ($M) among Nebraska Medicine Retirement Plan - Employee Contributions and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Nebraska filing particulars

Total Assets (Beginning of Year)$606M
Net Assets (End of Year)$517M
Net Income-$89M
Employer EIN911858433
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nebraska Medicine)

Sponsor-wide plan assets over time

All Nebraska Medicine plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 41.37160775942837% vs 2022
2024 filing year
$1B$1.2B$1.4B$1.6B$1.8B 202220232024 $1.18B $1.67B ▲ +41.5%
Year Plans Participants Total Assets
2022 2 18,556 $1.2B
2023 2 18,860 $1.4B
2024 2 19,684 $1.7B

Nearby Other Plans in Nebraska

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

Nebraska Medicine Retirement Plan - Employee Contributions vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants Nebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 516.888215 · Participants: 9278Nebraska Medicine Retirement Plan - Employee ContributionsNebraska 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 ($M): 572.906456 · Participants: 3380Retirement Plan of Creighton UniversityChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 324.265293 · Participants: 3285Children's Hospital & Medical Center 403(b) PlanNebraska Wesleyan University DC Retirement Plan, Total assets ($M): 79.793533 · Participants: 309Nebraska Wesleyan University DC Retirement Plan
Nebraska Medicine Retirement Plan - Employee Contributions vs. nearby Other plans in Nebraska, assets vs. participants

Scale composition for Nebraska Medicine Retirement Plan - Employee Contributions

Nebraska Medicine Retirement Plan - Employee Contributions reports $517M in end-of-year assets across 9,278 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $55,711 per participant (40% of the national average assets-per-participant) . Net income for plan year 2022 was -$89M.

This plan identity (EIN 911858433, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $517M to $751M (+45.4%) while covered participants moved from 9,278 to 9,842 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,278 $517M This page
2023 9,430 $642M Open filing
2024 · index core 9,842 $751M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Nebraska Medicine Retirement Plan - Employee Contributions's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Ballad Health 403(b) Plan in TN ($517M); by covered participants it is Northeastern University Retirement Plan in MA (9,310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($517M here).

Similar participant headcount

Nearest other-state filings by covered participants (9,278 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 Nebraska Medicine Retirement Plan - Employee Contributions assets move in 2022?
Nebraska Medicine Retirement Plan - Employee Contributions pulled back noticeably - down 14.6% during 2022, from $606M to $517M. Reported net income was -$89M.
How have Nebraska Medicine plan assets changed over time?
Across 3 plan years on file (2022-2024), Nebraska Medicine's sponsor-wide assets grew 41.4%, from $1.2B to $1.7B.
Where does Nebraska Medicine Retirement Plan - Employee Contributions rank by assets among Form 5500 filers?
Nebraska Medicine Retirement Plan - Employee Contributions ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Nebraska Medicine Retirement Plan - Employee Contributions?
Among Other plans in other states, the closest by assets is Ballad Health 403(b) Plan in TN ($517M, 11,477 participants).
Which Other plans cover a similar participant headcount to Nebraska Medicine Retirement Plan - Employee Contributions?
Among Other plans in other states, the closest by covered participants is Northeastern University Retirement Plan in MA (9,310 participants, $1.9B in assets).