Other · DOL Form 5500 · 2022

Nebraska Wesleyan University Retirement Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
309
Participants Below avg headcount
91st
Percentile by assets National rank
$258,231
Avg per participant Above avg balance/head
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Official DOL plan name: Nebraska Wesleyan University DC Retirement Plan · Sponsored by Nebraska Wesleyan University · Nebraska · Educational Services

$80M in assets, 309 participants

Nebraska Wesleyan University's Nebraska Wesleyan University DC Retirement Plan reported $80M in total assets and 309 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,388 in Educational Services (4,024 peers)

Where Nebraska Wesleyan University DC Retirement Plan sits by assets

Nebraska Wesleyan University DC Retirement Plan sits in the top 10% of all filed plans by assets, $80M for 309 participants (~$258,231/participant), down 15.1% in 2022.

#3,388
in Educational Services (4,024 peers)
-15.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nebraska Wesleyan University DC Retirement Plan's outsized position by total assets

Nebraska Wesleyan University DC Retirement Plan vs every filed plan by assets

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

$79,793,533 Top 9% higher than 91% 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 Wesleyan University DC 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. Nebraska Wesleyan University DC Retirement Plan sits mid-pack in the medium band (309 participants).

EBSA filing schedule strip

Filing strip 470376524 · Nebraska Wesleyan University PY 2022 · Other

Nebraska Wesleyan University DC Retirement Plan · $80M · 309 · 91st

  • IND $80M
  • IND 309
  • IND 91st
  • IND Other
  • IND near Wingate University Retirement Plan
  • IND ind #3388

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 →

Nebraska Wesleyan University DC Retirement Plan in the asset neighbourhood

Navigators 403(b) Supplemental Retirement PlanNavigators 403(b) Supplement…$80MNebraska Wesleyan University DC Retirement PlanNebraska Wesleyan University…$80MWingate University Retirement PlanWingate University Retiremen…$80MSt. Mary's Healthcare System for Children, Inc. 403(b) Retirement PlanSt. Mary's Healthcare System…$80MThe Haverford School 403(b) PlanThe Haverford School 403(b) …$80M
End-of-year total assets ($M) among Nebraska Wesleyan University DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$80M
Net Income-$14M
Employer EIN470376524
Plan Effective Date1968-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Nebraska Wesleyan University)

Sponsor-wide plan assets over time

All Nebraska Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$90M 13.197800127486522% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $79.8M $90.3M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 309 $80M
2023 1 409 $84M
2024 1 415 $90M

Nearby Other Plans in Nebraska

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

Nebraska Wesleyan University DC Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 0200400600800 Total assets ($M) Participants Nebraska Wesleyan University DC Retirement Plan, Total assets ($M): 79.793533 · Participants: 309Nebraska Wesleyan University DC 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
Nebraska Wesleyan University DC Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants

Nebraska Wesleyan University DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Wingate University Retirement Plan in NC ($80M); by covered participants it is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (309 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Wesleyan University DC Retirement Plan assets move in 2022?
Nebraska Wesleyan University DC Retirement Plan declined sharply - down 15.1% during 2022, from $94M to $80M. Reported net income was -$14M.
How have Nebraska Wesleyan University plan assets changed over time?
Across 3 plan years on file (2022-2024), Nebraska Wesleyan University's sponsor-wide assets grew 13.2%, from $80M to $90M.
Where does Nebraska Wesleyan University DC Retirement Plan rank by assets among Form 5500 filers?
Nebraska Wesleyan University DC Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Nebraska Wesleyan University DC Retirement Plan?
Among Other plans in other states, the closest by assets is Wingate University Retirement Plan in NC ($80M, 541 participants).
Which Other plans cover a similar participant headcount to Nebraska Wesleyan University DC Retirement Plan?
Among Other plans in other states, the closest by covered participants is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (309 participants, $50M in assets).