Other · DOL Form 5500 · 2022

Wheeling Jesuit University Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
343
Participants Below avg headcount
85th
Percentile by assets National rank
$110,085
Avg per participant Below avg balance/head
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Official DOL plan name: Wheeling Jesuit University Defined Contribution Plan · Sponsored by Wheeling Jesuit University · West Virginia · Educational Services

$38M in assets, 343 participants

Wheeling Jesuit University's Wheeling Jesuit University Defined Contribution Plan reported $38M in total assets and 343 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,943 in Educational Services (4,024 peers)

Where Wheeling Jesuit University Defined Contribution Plan sits by assets

Wheeling Jesuit University Defined Contribution Plan sits in the top quartile of all filed plans by assets, $38M for 343 participants (~$110,085/participant), down 16.1% in 2022.

#2,943
in Educational Services (4,024 peers)
-16.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wheeling Jesuit University Defined Contribution Plan's outsized position by total assets

Wheeling Jesuit University Defined Contribution Plan vs every filed plan by assets

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

$37,759,086 Top 15% higher than 85% 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

Wheeling Jesuit University Defined Contribution 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. Wheeling Jesuit University Defined Contribution Plan sits mid-pack in the medium band (343 participants).

Form 5500 schedule snapshot

Filing strip 550394213 · Wheeling Jesuit University PY 2022 · Other

Wheeling Jesuit University Defined Contribution Plan · $38M · 343 · 85th

  • TYPE $38M
  • TYPE 343
  • TYPE 85th
  • TYPE Other
  • TYPE near Educause DC Plan
  • TYPE ind #2943

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 West Virginia →

Wheeling Jesuit University Defined Contribution Plan in the asset neighbourhood

Tiegerman School 403(b) Retirement PlanTiegerman School 403(b) Reti…$38MOklahoma Iron Workers Direct Contribution Plan and TrustOklahoma Iron Workers Direct…$38MWheeling Jesuit University Defined Contribution PlanWheeling Jesuit University D…$38MEducause DC Plan$38MColorado Christian University 403(b) Retirement PlanColorado Christian Universit…$38M
End-of-year total assets ($M) among Wheeling Jesuit University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$38M
Net Income-$7M
Employer EIN550394213
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeling Jesuit University)

Sponsor-wide plan assets over time

All Wheeling Jesuit University plans reported in each filing year

Latest sponsor-wide plan assets
$43M 14.873937891399173% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.8M $43.4M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 343 $38M
2023 1 133 $40M
2024 1 131 $43M

Nearby Other Plans in West Virginia

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

Wheeling Jesuit University Defined Contribution Plan vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -500050010001500 Total assets ($M) Participants Wheeling Jesuit University Defined Contribution Plan, Total assets ($M): 37.759086 · Participants: 343Wheeling Jesuit University Defined Contribution PlanWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($M): 960.157433 · Participants: 18993West Virginia University Health System 403(b) Retirement Savings PlanWest Virginia University Medical Corporation 403(b) Plan, Total assets ($M): 228.999095 · Participants: 1686West Virginia University Medical Corporation 403(b) PlanLocal Union 317 Electrical Pension Plan, Total assets ($M): 140.039226 · Participants: 746Local Union 317 Electrical Pension PlanMonongalia Health System Retirement and Savings Plan, Total assets ($M): 135.249695 · Participants: 2865Monongalia Health System Retirement and Savings PlanUniversity Physicians and Surgeons, Inc. Retirement Plan, Total assets ($M): 127.565556 · Participants: 1498University Physicians and Surgeons, Inc. Retirement Plan
Wheeling Jesuit University Defined Contribution Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare Wheeling Jesuit University Defined Contribution Plan side-by-side with 3 peers →

Wheeling Jesuit University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside West Virginia, the nearest Other by assets is Educause DC Plan in CO ($38M); by covered participants it is Fellowship Community 403b Plan in PA (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (343 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 Wheeling Jesuit University Defined Contribution Plan assets move in 2022? ▼
Wheeling Jesuit University Defined Contribution Plan declined sharply - down 16.1% during 2022, from $45M to $38M. Reported net income was -$7M.
How have Wheeling Jesuit University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeling Jesuit University's sponsor-wide assets grew 14.9%, from $38M to $43M.
Where does Wheeling Jesuit University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Wheeling Jesuit University Defined Contribution Plan ranks in the 85th 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 Wheeling Jesuit University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Educause DC Plan in CO ($38M, 75 participants).
Which Other plans cover a similar participant headcount to Wheeling Jesuit University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Fellowship Community 403b Plan in PA (343 participants, $4M 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 550394213.

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.