Other · DOL Form 5500 · 2022

Roberts Wesleyan University Retirement Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
344
Participants Below avg headcount
86th
Percentile by assets National rank
$118,672
Avg per participant Near avg balance/head
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Official DOL plan name: Roberts Wesleyan University Retirement Plan · Sponsored by Roberts Wesleyan University · New York · Educational Services

$41M in assets, 344 participants

Roberts Wesleyan University's Roberts Wesleyan University Retirement Plan reported $41M in total assets and 344 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,998 in Educational Services (4,024 peers)

Coverage in New York

Roberts Wesleyan University Retirement Plan covers 344 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $41M.

#2,998
in Educational Services (4,024 peers)
-12.9%
assets change YoY
0.4×
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.

Roberts Wesleyan University Retirement Plan's outsized position by total assets

Roberts Wesleyan University Retirement Plan vs every filed plan by assets

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

$40,823,063 Top 14% higher than 86% 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

Roberts Wesleyan University 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. Roberts Wesleyan University Retirement Plan sits mid-pack in the medium band (344 participants).

Published 5500 schedule card

Filing strip 160743126 · Roberts Wesleyan University PY 2022 · Other

Roberts Wesleyan University Retirement Plan · $41M · 344 · 86th

  • EIN $41M
  • RANK 344
  • PHOTO 86th
  • IND Other
  • EOY near Erikson Institute DC Retirement Plan
  • 5500 ind #2998

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 New York →

Roberts Wesleyan University Retirement Plan in the asset neighbourhood

Albertus Magnus College DC Retirement PlanAlbertus Magnus College DC R…$41MCenter for Early Education 403(b) Retirement PlanCenter for Early Education 4…$41MCalifornia Pacific Medical Center Voluntary PlanCalifornia Pacific Medical C…$41MRoberts Wesleyan University Retirement PlanRoberts Wesleyan University …$41MErikson Institute DC Retirement PlanErikson Institute DC Retirem…$41M
End-of-year total assets ($M) among Roberts Wesleyan University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$41M
Net Income-$6M
Employer EIN160743126
Plan Effective Date1943-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Wesleyan University)

Sponsor-wide plan assets over time

All Roberts Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$45M 10.254852753209626% vs 2022
2024 filing year
$40M$42M$44M$46M 202220232024 $40.8M $45M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 344 $41M
2023 1 826 $44M
2024 1 741 $45M

Nearby Other Plans in New York

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

Roberts Wesleyan University Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Roberts Wesleyan University Retirement Plan, Total assets ($B): 0.040823063 · Participants: 344Roberts Wesleyan University Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Roberts Wesleyan University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Roberts Wesleyan University Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest Other by assets is Erikson Institute DC Retirement Plan in IL ($41M); by covered participants it is Frontline Service Retirement Plan in OH (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Roberts Wesleyan University Retirement Plan assets move in 2022? ▼
Roberts Wesleyan University Retirement Plan pulled back noticeably - down 12.9% during 2022, from $47M to $41M. Reported net income was -$6M.
How have Roberts Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Wesleyan University's sponsor-wide assets grew 10.3%, from $41M to $45M.
Where does Roberts Wesleyan University Retirement Plan rank by assets among Form 5500 filers? ▼
Roberts Wesleyan University Retirement Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Roberts Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Erikson Institute DC Retirement Plan in IL ($41M, 205 participants).
Which Other plans cover a similar participant headcount to Roberts Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Frontline Service Retirement Plan in OH (344 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160743126.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.