Other
2023 plan-year Other DOL Form 5500

UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF NEBRASKA FOUNDATION

This Other plan holds $57M in total assets and serves 231 participants as of 2023. It is sponsored by UNIVERSITY OF NEBRASKA FOUNDATION in Nebraska. The plan reported positive net income of $8M for the year.

Total Assets (2023)
$57M
Participants
231
State
Industry
Finance & Insurance

What the Filing Says About UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN

UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is a Other retirement plan sponsored by UNIVERSITY OF NEBRASKA FOUNDATION, headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $57M in total end-of-year assets and covers 231 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 470379839, and the plan has been effective since 1963-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $50M at the beginning of 2023 to $57M at year-end — a gain of 15.6%. Net assets (after liabilities) closed the year at $57M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$50M
Total Assets (End of Year)$57M
Net Assets (End of Year)$57M
Net Income$8M
Plan TypeOther
Employer EIN470379839
Plan Effective Date1963-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNIVERSITY OF NEBRASKA FOUNDATION)

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.

Frequently Asked Questions

How much money is in the UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2023 Form 5500 filing, UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN holds $57M in total assets with 231 participants. It is sponsored by UNIVERSITY OF NEBRASKA FOUNDATION.
What type of plan is UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN?
UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is a Other plan. It has been effective since 1963-05-01. The plan is filed with the U.S. Department of Labor under EIN 470379839.
Who sponsors the UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN?
UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by UNIVERSITY OF NEBRASKA FOUNDATION, located in Nebraska. The sponsor's EIN is 470379839 and the plan operates in the Finance & Insurance industry.
How did UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2023?
UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN grew by 15.6% during 2023, moving from $50M to $57M in total assets. Net income was $8M.
Where can I find official filings for UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470379839 or plan name at efast.dol.gov.
How does UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare UNIVERSITY OF NEBRASKA FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN against other Other plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.