Other · DOL Form 5500 · 2023

Nebraska Wesleyan University Retirement Plan

Data updated 2026-08-11

$84M
Total assets: 409
Participants: 90th
Percentile by assets: $205,755
Avg per participant

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

$84M in assets, 409 participants

Nebraska Wesleyan University's Nebraska Wesleyan University Defined Contribution Retirement Plan reported $84M in total assets and 409 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)
#3,079 in Educational Services (3,735 peers)

Where Nebraska Wesleyan University Defined Contribution Retirement Plan sits by assets

Nebraska Wesleyan University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $84M for 409 participants (~$205,755/participant), up 5.5% in 2023.

$84M
total plan assets (2023 EOY): 409
covered participants: 90th
percentile by assets (of 127,072 plans): $205,755
avg assets per participant

Where Nebraska Wesleyan University Defined Contribution Retirement Plan sits by total assets

Nebraska Wesleyan University Defined Contribution Retirement Plan vs every filed plan by assets

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

$84,153,934 Top 10% higher than 90% 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 Wesleyan University Defined Contribution Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Nebraska Wesleyan University Defined Contribution Retirement Plan reported participants rose from 309 in the plan year 2022 filing to 409 in the plan year 2023 filing.
Nebraska Wesleyan University Defined Contribution Retirement Plan end-of-year assets rose from $80M in the plan year 2022 filing to $84M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Nebraska

Industry

Educational Services

Nebraska Wesleyan University Defined Contribution Retirement Plan vs the 2023 asset distribution

By assets, Nebraska Wesleyan 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 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$80M
Net Assets (End of Year)	$84M
Net Income	$4M
Employer EIN	470376524
Plan Effective Date	1968-05-09
Filing Status	FILING RECEIVED

Sponsor Plan History (Nebraska Wesleyan University)

Total plan assets by year, all Nebraska Wesleyan University plans on file

Year	Plans	Participants	Total Assets
2022	1	309	$80M
2023	1	409	$84M
2024	1	415	$90M

Nearby Other Plans in Nebraska

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

Nebraska Wesleyan University Defined Contribution Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants

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

Compare Nebraska Wesleyan University Defined Con… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

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

Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan (MO) $84M · 500
American Library Association Retirement Plan (IL) $84M · 206
La Clinica De La Raza, Inc. 403(b) Plan (CA) $84M · 1,112
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees (NY) $84M · 465

Frequently Asked Questions

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

Nebraska Wesleyan University Defined Contribution Retirement Plan grew at a solid clip - up 5.5% during 2023, from $80M to $84M. Reported net income was $4M.

How have Nebraska Wesleyan University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nebraska Wesleyan University's sponsor-wide assets grew 13.2%, from $80M to $90M.

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

Nebraska Wesleyan 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 Nebraska Wesleyan University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan in MO ($84M, 500 participants).

Next read for Nebraska Wesleyan University Defined Con…

Scale reading

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

By total assets, Nebraska Wesleyan 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 Nebraska. Compare plans
Nebraska Wesleyan University's sponsor-wide assets have grown 13.2% 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 470376524.