Other · DOL Form 5500 · 2023

Westminster University Retirement Plan

Data updated 2026-08-11

$85M
Total assets: 318
Participants: 90th
Percentile by assets: $267,590
Avg per participant

Official DOL plan name: Westminster University Defined Contribution Retirement Plan · Sponsored by Westminster University · Utah · Educational Services

$85M in assets, 318 participants

Westminster University's Westminster University Defined Contribution Retirement Plan reported $85M in total assets and 318 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.

90th percentile by assets (of 127,072 plans)
#3,089 in Educational Services (3,735 peers)

Where Westminster University Defined Contribution Retirement Plan sits by assets

Westminster University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $85M for 318 participants (~$267,590/participant), up 7.2% in 2023.

$85M
total plan assets (2023 EOY): 318
covered participants: 90th
percentile by assets (of 127,072 plans): $267,590
avg assets per participant

Westminster University Defined Contribution Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Westminster University Defined Contribution Retirement Plan reported participants fell from 349 in the plan year 2022 filing to 318 in the plan year 2023 filing.
Westminster University Defined Contribution Retirement Plan end-of-year assets rose from $79M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Utah

Industry

Educational Services

Westminster University Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Westminster University Defined Contribution Retirement Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$79M
Net Assets (End of Year)	$85M
Net Income	$6M
Employer EIN	870212470
Plan Effective Date	1961-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Westminster University)

Total plan assets by year, all Westminster University plans on file

Year	Plans	Participants	Total Assets
2022	1	349	$79M
2023	1	318	$85M
2024	1	331	$87M

Nearby Other Plans in Utah

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

Westminster University Defined Contribution Retirement Plan vs. nearby Other plans in Utah, assets vs. participants

Intermountain Healthcare Tax Deferred Savings 403(b) Plan $310M · 41,571
Brigham Young University Tax-Deferred Annuity Plan $191M · 7,029
Intermountain Ironworkers' Tax Deferral Plan $104M · 1,356
Children's Miracle Network 403(b) Plan $46M · 185
Waterford School 403(b) Plan $31M · 215

Compare Westminster University Defined Contribut… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Westminster University Defined Contribution Retirement Plan by total assets, not by location.

Rockhurst University Retirement Savings Plan (MO) $85M · 430
Fuller Theological Seminary Retirement Plan (CA) $85M · 887
Asia Foundation Defined Contribution Retirement Plan (CA) $85M · 163
California College of the Arts Retirement Plan (CA) $85M · 764

Frequently Asked Questions

How did Westminster University Defined Contribution Retirement Plan assets move in 2023? ▼

Westminster University Defined Contribution Retirement Plan grew at a solid clip - up 7.2% during 2023, from $79M to $85M. Reported net income was $6M.

How have Westminster University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Westminster University's sponsor-wide assets grew 9.3%, from $79M to $87M.

Where does Westminster University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Westminster 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 Westminster University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Rockhurst University Retirement Savings Plan in MO ($85M, 430 participants).

Next read for Westminster University Defined Contribut…

Scale reading

Ways to act on Westminster University Defined Contribution Retirement Plan's numbers.

By total assets, Westminster University Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Utah. Compare plans
Westminster University's sponsor-wide assets have grown 9.3% since 2022 across 3 plan years on file. More Educational Services plans

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 870212470.