Other · DOL Form 5500 · 2022
Texas Wesleyan University Retirement Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 206
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $146,850
- Avg per participant Above avg balance/head
Official DOL plan name: Texas Wesleyan University 403(b) Plan · Sponsored by Texas Wesleyan University · Texas · Educational Services
$30M in assets, 206 participants
Texas Wesleyan University's Texas Wesleyan University 403(b) Plan reported $30M in total assets and 206 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,768 in Educational Services (4,024 peers)
Coverage in Texas
Texas Wesleyan University 403(b) Plan covers 206 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $30M.
- #2,768
- in Educational Services (4,024 peers)
- -16.6%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Texas Wesleyan University 403(b) Plan's outsized position by total assets
Texas Wesleyan University 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,251,199 Top 17% higher than 83% 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 403(b) 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 403(b) Plan sits mid-pack in the medium band (206 participants).
Plan-year Form 5500 strip
Filing strip 750800691 · Texas Wesleyan University PY 2022 · Other
Texas Wesleyan University 403(b) Plan · $30M · 206 · 83rd
- PHOTO $30M
- PHOTO 206
- PHOTO 83rd
- PHOTO Other
- PHOTO near University Hospital 403(b) Plan
- PHOTO ind #2768
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 403(b) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$6M |
| 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 Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.2B · 28,410
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.0B · 28,126
- Baylor College of Medicine Section 403b $1.6B · 12,275
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.5B · 14,185
- Southwest Research Institute Retirement Plan $1.4B · 2,825
Texas Wesleyan University 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is University Hospital 403(b) Plan in KY ($30M); by covered participants it is Madison Ridgeland Academy 403(b) DC Plan in MS (206 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- University Hospital 403(b) Plan (KY) $30M · 402
- Douglas a. Thom Clinic, Inc. Retirement Plan (MA) $30M · 562
- Laurel School Defined Contribution Retirement Plan (OH) $30M · 152
- Church World Service Retirement Plan (IN) $30M · 443
Similar participant headcount
Nearest other-state filings by covered participants (206 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.