401(k) · DOL Form 5500 · 2022
Texas Wesleyan University 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 257
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $68,508
- Avg per participant Below avg balance/head
Official DOL plan name: Texas Wesleyan University 401(a) Plan · Sponsored by Texas Wesleyan University · Texas · Educational Services
$18M in assets, 257 participants
Texas Wesleyan University's Texas Wesleyan University 401(a) Plan reported $18M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #2,352 in Educational Services (4,024 peers)
Coverage in Texas
Texas Wesleyan University 401(a) Plan covers 257 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $18M.
- #2,352
- in Educational Services (4,024 peers)
- -15.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Texas Wesleyan University 401(a) Plan's outsized position by total assets
Texas Wesleyan University 401(a) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,606,632 Top 25% higher than 75% 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
Texas Wesleyan University 401(a) 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. Texas Wesleyan University 401(a) Plan sits mid-pack in the medium band (257 participants).
Plan-year Form 5500 strip
Filing strip 750800691 · Texas Wesleyan University PY 2022 · 401(k)
Texas Wesleyan University 401(a) Plan · $18M · 257 · 75th
- SCH $18M
- EBSA 257
- PART 75th
- TYPE 401(k)
- NET near Keystone Insurers Group, Inc. 401(k) Plan
- BOOK ind #2352
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 Texas →
Texas Wesleyan University 401(a) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 750800691 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Texas Wesleyan University)
Sponsor-wide plan assets over time
All Texas Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 25.380696839353206% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 463 | $48M |
| 2023 | 2 | 899 | $55M |
| 2024 | 2 | 821 | $60M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Texas Wesleyan University 401(a) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Keystone Insurers Group, Inc. 401(k) Plan in PA ($18M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Keystone Insurers Group, Inc. 401(k) Plan (PA) $18M · 129
- 1st Advantage Federal Credit Union 401(k) Plan and Trust (VA) $18M · 180
- 401(k) Plan for Employees of the Polish National Alliance of the United States of North America (IL) $18M · 63
- Careatc, Inc. 401(k) Retirement Savings Plan (OK) $18M · 545
Similar participant headcount
Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.
- Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust (CA) 257 · 0 off
- Sunrise Windows 401(k) & Profit Sharing Plan (MI) 257 · 0 off
- Datarobot 401(k) Plan (MA) 257 · 0 off
- Farmward Cooperative Retirement Plan (MN) 257 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.