Other · DOL Form 5500 · 2023

University of Nebraska Foundation Retirement Plan

Data updated 2026-08-11

$57M
Total assets: 231
Participants: 87th
Percentile by assets: $248,560
Avg per participant

Official DOL plan name: University of Nebraska Foundation Defined Contribution Retirement Plan · Sponsored by University of Nebraska Foundation · Nebraska · Finance & Insurance

$57M in assets, 231 participants

University of Nebraska Foundation's University of Nebraska Foundation Defined Contribution Retirement Plan reported $57M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

87th percentile by assets (of 127,072 plans)
#7,083 in Finance & Insurance (8,869 peers)

Coverage in Nebraska

University of Nebraska Foundation Defined Contribution Retirement Plan covers 231 participants in Nebraska, about 42% of the average Nebraska filer (state average ~552 per filing). Assets: $57M.

$57M
total plan assets (2023 EOY): 231
covered participants: 87th
percentile by assets (of 127,072 plans): $248,560
avg assets per participant

Where University of Nebraska Foundation Defined Contribution Retirement Plan sits by total assets

University of Nebraska Foundation Defined Contribution Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$57,417,323 Top 13% higher than 87% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

University of Nebraska Foundation Defined Contribution Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
University of Nebraska Foundation Defined Contribution Retirement Plan reported participants rose from 193 in the plan year 2022 filing to 231 in the plan year 2023 filing.
University of Nebraska Foundation Defined Contribution Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Nebraska

Industry

Finance & Insurance

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. University of Nebraska Foundation Defined Contribution Retirement Plan reports 231 participants - about 42% of that state average ($57M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)	$50M
Net Assets (End of Year)	$57M
Net Income	$8M
Employer EIN	470379839
Plan Effective Date	1963-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (University of Nebraska Foundation)

Total plan assets by year, all University of Nebraska Foundation plans on file

Year	Plans	Participants	Total Assets
2022	1	193	$50M
2023	1	231	$57M
2024	1	249	$65M

Nearby Other Plans in Nebraska

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

University of Nebraska Foundation Defined Contribution Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants

Nebraska Medicine Retirement Plan - Base and Matching Contributions $805M · 9,430
Nebraska Medicine Retirement Plan - Employee Contributions $642M · 9,430
Retirement Plan of Creighton University $633M · 3,596
Children's Hospital & Medical Center 403(b) Plan $397M · 3,405
Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan $101M · 282

Compare University of Nebraska Foundation Define… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of Nebraska Foundation Defined Contribution Retirement Plan by total assets, not by location.

Lrei Retirement and Savings Plan (NY) $57M · 171
Seti Institute 403(b) Plan (CA) $57M · 156
Dana Hall School Retirement Plan for Employees (MA) $57M · 191
Casey Family Programs 403(b) Plan (WA) $57M · 379

Frequently Asked Questions

How did University of Nebraska Foundation Defined Contribution Retirement Plan assets move in 2023? ▼

University of Nebraska Foundation Defined Contribution Retirement Plan grew sharply - up 15.6% during 2023, from $50M to $57M. Reported net income was $8M.

How have University of Nebraska Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University of Nebraska Foundation's sponsor-wide assets grew 30.9%, from $50M to $65M.

Where does University of Nebraska Foundation Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

University of Nebraska Foundation Defined Contribution Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to University of Nebraska Foundation Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Lrei Retirement and Savings Plan in NY ($57M, 171 participants).

Next read for University of Nebraska Foundation Define…

Filing takeaways

Ways to act on University of Nebraska Foundation Defined Contribution Retirement Plan's numbers.

By total assets, University of Nebraska Foundation Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Nebraska. Compare plans
University of Nebraska Foundation's sponsor-wide assets have grown 30.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 470379839.