Other · DOL Form 5500 · 2022
Bellevue University Retirement Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 2,710
- Participants Above avg headcount
- 90th
- Percentile by assets National rank
- $24,655
- Avg per participant Low balance/head
Official DOL plan name: Bellevue University Defined Contribution Retirement Plan · Sponsored by Bellevue University · Nebraska · Educational Services
$67M in assets, 2,710 participants
Bellevue University's Bellevue University Defined Contribution Retirement Plan reported $67M in total assets and 2,710 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #3,293 in Educational Services (4,024 peers)
Coverage in Nebraska
Bellevue University Defined Contribution Retirement Plan covers 2,710 participants in Nebraska, 4.9x the typical Nebraska plan (state average ~552 per filing). Assets: $67M.
- #3,293
- in Educational Services (4,024 peers)
- -18.9%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bellevue University Defined Contribution Retirement Plan's outsized position by total assets
Bellevue University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$66,816,245 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bellevue University Defined Contribution Retirement Plan'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. Bellevue University Defined Contribution Retirement Plan lands in the large band (2,710 participants).
Plan-year Form 5500 strip
Filing strip 470491571 · Bellevue University PY 2022 · Other
Bellevue University Defined Contribution Retirement Plan · $67M · 2,710 · 90th
- TYPE $67M
- NET 2,710
- BOOK 90th
- VS-ST Other
- BOY near Anna Jaques 403(b) Retirement Plan
- SCH ind #3293
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 Educational Services retirement plans → · Plans in Nebraska →
Bellevue University Defined Contribution Retirement Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$16M |
| Employer EIN | 470491571 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellevue University)
Sponsor-wide plan assets over time
All Bellevue University plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 36.221016311227906% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,710 | $67M |
| 2023 | 1 | 1,308 | $81M |
| 2024 | 1 | 1,400 | $91M |
Nearby Other Plans in Nebraska
Peer Other plans, same state, same plan type, ranked by total assets.
- Nebraska Medicine Retirement Plan - Base and Matching Contributions $664M · 9,278
- Nebraska Methodist Health System Defined Contribution Retirement Plan $582M · 7,620
- Retirement Plan of Creighton University $573M · 3,380
- Nebraska Medicine Retirement Plan - Employee Contributions $517M · 9,278
- Children's Hospital & Medical Center 403(b) Plan $324M · 3,285
Bellevue University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is Anna Jaques 403(b) Retirement Plan in MA ($67M); by covered participants it is Beebe Medical Center Retirement Plus Plan in DE (2,710 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Anna Jaques 403(b) Retirement Plan (MA) $67M · 1,021
- Saint Vincent Retirement Plan (PA) $67M · 342
- Cranbrook Educational Community Section 403(b) Plan (MI) $67M · 859
- Road Scholar Retirement Plan (MA) $67M · 281
Similar participant headcount
Nearest other-state filings by covered participants (2,710 participants); asset peers above are excluded.
- Beebe Medical Center Retirement Plus Plan (DE) 2,710 · 0 off
- Hamilton Health Care System, Inc. Rsvp Matching Dollar Plan (GA) 2,708 · 2 off
- St. Peter's Healthcare System 403(b) DC Plan Plan (NJ) 2,705 · 5 off
- Lifespace Communities, Inc. Internal Revenue Code Section 403(b) Tax (TX) 2,722 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.