Other · DOL Form 5500 · 2023

Bellevue University Retirement Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
1,308
Participants Near avg headcount
90th
Percentile by assets National rank
$61,634
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bellevue University Defined Contribution Retirement Plan · Sponsored by Bellevue University · Nebraska · Educational Services

$81M in assets, 1,308 participants

Bellevue University's Bellevue University Defined Contribution Retirement Plan reported $81M in total assets and 1,308 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,057 in Educational Services (3,735 peers)

Coverage in Nebraska

Bellevue University Defined Contribution Retirement Plan covers 1,308 participants in Nebraska, 2.4x the typical Nebraska plan (state average ~552 per filing). Assets: $81M.

#3,057
in Educational Services (3,735 peers)
+20.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bellevue University Defined Contribution Retirement Plan's outsized position by total assets

Bellevue University Defined Contribution Retirement Plan vs every filed plan by assets

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

$80,617,817 Top 10% higher than 90% of 127,068 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 2023

Bellevue University Defined Contribution Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellevue University Defined Contribution Retirement Plan lands in the large band (1,308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellevue University Defined Contribution Retirement Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Bellevue University Defined Contribution Retirement Plan reported participants fell from 2,710 in the plan year 2022 filing to 1,308 in the plan year 2023 filing.
  • Bellevue University Defined Contribution Retirement Plan end-of-year assets rose from $67M in the plan year 2022 filing to $81M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 470491571 · Bellevue University PY 2023 · Other

Bellevue University Defined Contribution Retirement Plan · $81M · 1,308 · 90th

  • TYPE $81M
  • NET 1,308
  • BOOK 90th
  • VS-ST Other
  • BOY near New England Institute of Technology Tax Sheltered Annuity Matching Plan
  • SCH ind #3057

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 Nebraska →

Bellevue University Defined Contribution Retirement Plan in the asset neighbourhood

Gardner-Webb University Pension PlanGardner-Webb University Pens…$81MBellevue University Defined Contribution Retirement PlanBellevue University Defined …$81MNew England Institute of Technology Tax Sheltered Annuity Matching PlanNew England Institute of Tec…$81MLynn University Defined Contribution Retirement PlanLynn University Defined Cont…$80MThe United States Golf Association Tax Deferred Annuity PlanThe United States Golf Assoc…$80M
End-of-year total assets ($M) among Bellevue University Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$80M
Net Income$13M
Employer EIN470491571
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellevue University)

Sponsor-wide plan assets over time

All Bellevue University plans reported in each filing year

Latest sponsor-wide plan assets
$91M 36.221016311227906% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.8M $91M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 2,710 $67M
2023 1 1,308 $81M
2024 1 1,400 $91M

Nearby Other Plans in Nebraska

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

Bellevue University Defined Contribution Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -50000500010000 02004006008001000 Total assets ($M) Participants Bellevue University Defined Contribution Retirement Plan, Total assets ($M): 80.617817 · Participants: 1308Bellevue University Defined Contribution Retirement PlanNebraska Medicine Retirement Plan - Base and Matching Contributions, Total assets ($M): 805.285207 · Participants: 9430Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 642.489948 · Participants: 9430Nebraska Medicine Retirement Plan - Employee ContributionsRetirement Plan of Creighton University, Total assets ($M): 633.266251 · Participants: 3596Retirement Plan of Creighton UniversityChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 397.166109 · Participants: 3405Children's Hospital & Medical Center 403(b) PlanNebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan, Total assets ($M): 101.081215 · Participants: 282Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan
Bellevue University Defined Contribution Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare Bellevue University Defined Contribution Retirement Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest Other by assets is New England Institute of Technology Tax Sheltered Annuity Matching Plan in RI ($81M); by covered participants it is Colorado Christian University 403(b) Retirement Plan in CO (1,305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,308 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bellevue University Defined Contribution Retirement Plan assets move in 2023? ▼
Bellevue University Defined Contribution Retirement Plan grew sharply - up 20.7% during 2023, from $67M to $81M. Reported net income was $13M.
How have Bellevue University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellevue University's sponsor-wide assets grew 36.2%, from $67M to $91M.
Where does Bellevue University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Bellevue University Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Bellevue University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is New England Institute of Technology Tax Sheltered Annuity Matching Plan in RI ($81M, 264 participants).
Which Other plans cover a similar participant headcount to Bellevue University Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Colorado Christian University 403(b) Retirement Plan in CO (1,305 participants, $43M in assets).

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 470491571.

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.