Other · DOL Form 5500 · 2023
University of Nebraska Foundation Retirement Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 231
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $248,560
- Avg per participant Above avg balance/head
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.
- #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.
- #7,083
- in Finance & Insurance (8,869 peers)
- +15.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
University of Nebraska Foundation Defined Contribution Retirement Plan's outsized position 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 among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Nebraska Foundation Defined Contribution Retirement Plan sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
DOL schedule card
Filing strip 470379839 · University of Nebraska Foundation PY 2023 · Other
University of Nebraska Foundation Defined Contribution Retirement Plan · $57M · 231 · 87th
- BOOK $57M
- BOOK 231
- BOOK 87th
- BOOK Other
- BOOK near Lrei Retirement and Savings Plan
- BOOK ind #7083
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 Finance & Insurance retirement plans → · Plans in Nebraska →
University of Nebraska Foundation Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All University of Nebraska Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 30.93826716323927% vs 2022
- 2024 filing year
| 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.
- 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
University of Nebraska Foundation Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is Lrei Retirement and Savings Plan in NY ($57M); by covered participants it is Mckendree University Retirement Plan in IL (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Mckendree University Retirement Plan (IL) 231 · 0 off
- Urban Land Institute 403(b) Plan (DC) 231 · 0 off
- Whyy, Inc. Defined Contribution Retirement Plan (PA) 231 · 0 off
- University of Northwestern Ohio 403(b) DC (OH) 231 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.