Other · DOL Form 5500 · 2023
Nebraska Medicine Retirement Plan
Data updated 2026-08-25
- $805M
- Total assets Above avg plan size
- 9,430
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $85,396
- Avg per participant Below avg balance/head
Official DOL plan name: Nebraska Medicine Retirement Plan - Base and Matching Contributions · Sponsored by Nebraska Medicine · Nebraska · Healthcare & Social Assistance
$805M in assets, 9,430 participants
Nebraska Medicine's Nebraska Medicine Retirement Plan - Base and Matching Contributions reported $805M in total assets and 9,430 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #17,420 in Healthcare & Social Assistance (17,684 peers)
Coverage in Nebraska
Nebraska Medicine Retirement Plan - Base and Matching Contributions covers 9,430 participants in Nebraska, 17x the typical Nebraska plan (state average ~552 per filing). Assets: $805M.
- #17,420
- in Healthcare & Social Assistance (17,684 peers)
- +21.2%
- assets growth YoY
- 8.1×
- vs typical plan assets (national mean)
Nebraska Medicine Retirement Plan - Base and Matching Contributions's outsized position by total assets
Nebraska Medicine Retirement Plan - Base and Matching Contributions vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$805,285,207 Top 2% higher than 98% 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
Nebraska Medicine Retirement Plan - Base and Matching Contributions'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. Nebraska Medicine Retirement Plan - Base and Matching Contributions lands in the large band (9,430 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nebraska Medicine Retirement Plan - Base and Matching Contributions reported net income rose from -$133M in the plan year 2022 filing to $141M in the plan year 2023 filing.
- Nebraska Medicine Retirement Plan - Base and Matching Contributions end-of-year assets rose from $664M in the plan year 2022 filing to $805M in the plan year 2023 filing.
- Nebraska Medicine Retirement Plan - Base and Matching Contributions reported participants rose from 9,278 in the plan year 2022 filing to 9,430 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 911858433 · Nebraska Medicine PY 2023 · Other
Nebraska Medicine Retirement Plan - Base and Matching Contributions · $805M · 9,430 · 98th
- EIN $805M
- RANK 9,430
- PHOTO 98th
- IND Other
- EOY near Syracuse University Voluntary Retirement Plan
- 5500 ind #17420
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 Healthcare & Social Assistance retirement plans → · Plans in Nebraska →
Nebraska Medicine Retirement Plan - Base and Matching Contributions in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $664M |
|---|---|
| Net Assets (End of Year) | $805M |
| Net Income | $141M |
| Employer EIN | 911858433 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nebraska Medicine)
Sponsor-wide plan assets over time
All Nebraska Medicine plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.7B 41.37160775942837% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18,556 | $1.2B |
| 2023 | 2 | 18,860 | $1.4B |
| 2024 | 2 | 19,684 | $1.7B |
Nearby Other Plans in Nebraska
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Faith Regional Health Services Tax Deferred Annuity Plan $89M · 1,421
Scale composition for Nebraska Medicine Retirement Plan - Base and Matching Contributions
Nebraska Medicine Retirement Plan - Base and Matching Contributions reports $805M in end-of-year assets across 9,430 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 covered participants) - about $85,396 per participant (62% of the national average assets-per-participant) . Net income for plan year 2023 was $141M.
This plan identity (EIN 911858433, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $664M to $919M (+38.3%) while covered participants moved from 9,278 to 9,842 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,278 | $664M | Open filing |
| 2023 | 9,430 | $805M | This page |
| 2024 · index core | 9,842 | $919M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Nebraska Medicine Retirement Plan - Base and Matching Contributions (Other, $919M, 9,842 participants)
- Nebraska Medicine Retirement Plan - Employee Contributions (Other, $751M, 9,842 participants)
Nebraska Medicine Retirement Plan - Base and Matching Contributions's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is Syracuse University Voluntary Retirement Plan in NY ($807M); by covered participants it is Centracare Health System 403(b) Plan in MN (9,437 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($805M here).
- Syracuse University Voluntary Retirement Plan (NY) $807M · 7,508
- Institute for Defense Analyses Tax Deferred Annuity Plan (VA) $801M · 1,453
- Brandeis University Defined Contribution Plan for Faculty, Professional, and Administrative Employees (MA) $799M · 2,317
- University of the Pacific Defined Contribution Plan (CA) $812M · 2,969
Similar participant headcount
Nearest other-state filings by covered participants (9,430 participants); asset peers above are excluded.
- Centracare Health System 403(b) Plan (MN) 9,437 · 7 off
- Northwestern University Retirement Plan (IL) 9,440 · 10 off
- Lifespan Corporation 403(b)Retirement Plan (RI) 9,416 · 14 off
- Riverside Health System 403(b) Retirement Plan (VA) 9,364 · 66 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.