Other · DOL Form 5500 · 2023

University of Jamestown Dba Jamestown College Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
357
Participants Below avg headcount
76th
Percentile by assets National rank
$68,807
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: University of Jamestown 403(b) DC Plan · Sponsored by University of Jamestown Dba Jamestown College · North Dakota · Educational Services

$25M in assets, 357 participants

University of Jamestown Dba Jamestown College's University of Jamestown 403(b) DC Plan reported $25M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,254 in Educational Services (3,735 peers)

Where University of Jamestown 403(b) DC Plan sits by assets

University of Jamestown 403(b) DC Plan sits in the top quartile of all filed plans by assets, $25M for 357 participants (~$68,807/participant), up 16.1% in 2023.

#2,254
in Educational Services (3,735 peers)
+16.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

University of Jamestown 403(b) DC Plan's outsized position by total assets

University of Jamestown 403(b) DC Plan vs every filed plan by assets

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

$24,564,188 Top 24% higher than 76% 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

University of Jamestown 403(b) DC 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 Jamestown 403(b) DC Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Jamestown 403(b) DC Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • University of Jamestown 403(b) DC Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • University of Jamestown 403(b) DC Plan reported participants rose from 317 in the plan year 2022 filing to 357 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 450231180 · University of Jamestown Dba Jamestown College PY 2023 · Other

University of Jamestown 403(b) DC Plan · $25M · 357 · 76th

  • ASSETS $25M
  • ASSETS 357
  • ASSETS 76th
  • ASSETS Other
  • ASSETS near Sage Hill School Defined Contribution Retirement Plan
  • ASSETS ind #2254

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 North Dakota →

University of Jamestown 403(b) DC Plan in the asset neighbourhood

Union De Tronquistas De Puerto Rico Local 901 of Crowley Liner Services Puerto Rico Inc Defined Contribution Retirement PlanUnion De Tronquistas De Puer…$25MSage Hill School Defined Contribution Retirement PlanSage Hill School Defined Con…$25MUniversity of Jamestown 403(b) DC PlanUniversity of Jamestown 403(…$25M403(b) Thrift Plan for Employees of Planned Parenthood North Central States403(b) Thrift Plan for Emplo…$25MStephens College DC Retirement PlanStephens College DC Retireme…$25M
End-of-year total assets ($M) among University of Jamestown 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN450231180
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Jamestown Dba Jamestown College)

Sponsor-wide plan assets over time

All University of Jamestown Dba Jamestown College plans reported in each filing year

Latest sponsor-wide plan assets
$27M 27.74661113601416% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $27M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 317 $21M
2023 1 357 $25M
2024 1 360 $27M

Nearby Other Plans in North Dakota

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

University of Jamestown 403(b) DC Plan vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200 Total assets ($M) Participants University of Jamestown 403(b) DC Plan, Total assets ($M): 24.564188 · Participants: 357University of Jamestown 403(b) DC PlanThe 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital, Total assets ($M): 164.918093 · Participants: 1491The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial HospitalUniversity of Mary Employee Retirement Plan, Total assets ($M): 63.187544 · Participants: 449University of Mary Employee Retirement PlanWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan, Total assets ($M): 25.261968 · Participants: 293West River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanAble, Inc. 403(b) Plan, Total assets ($M): 12.254206 · Participants: 251Able, Inc. 403(b) PlanMckenzie County Healthcare Systems, Inc. 403(b) Plan, Total assets ($M): 10.366659 · Participants: 258Mckenzie County Healthcare Systems, Inc. 403(b) Plan
University of Jamestown 403(b) DC Plan vs. nearby Other plans in North Dakota, assets vs. participants
Compare University of Jamestown 403(b) DC Plan side-by-side with 3 peers →

University of Jamestown 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is Sage Hill School Defined Contribution Retirement Plan in CA ($25M); by covered participants it is Baptist Homes Pension Plan in PA (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 University of Jamestown 403(b) DC Plan assets move in 2023? ▼
University of Jamestown 403(b) DC Plan grew sharply - up 16.1% during 2023, from $21M to $25M. Reported net income was $3M.
How have University of Jamestown Dba Jamestown College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Jamestown Dba Jamestown College's sponsor-wide assets grew 27.7%, from $21M to $27M.
Where does University of Jamestown 403(b) DC Plan rank by assets among Form 5500 filers? ▼
University of Jamestown 403(b) DC Plan ranks in the 76th 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 Jamestown 403(b) DC Plan? ▼
Among Other plans in other states, the closest by assets is Sage Hill School Defined Contribution Retirement Plan in CA ($25M, 115 participants).
Which Other plans cover a similar participant headcount to University of Jamestown 403(b) DC Plan? ▼
Among Other plans in other states, the closest by covered participants is Baptist Homes Pension Plan in PA (357 participants, $18M 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 450231180.

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.