Other · DOL Form 5500 · 2023
Nebraska Wesleyan University Retirement Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 409
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $205,755
- Avg per participant Above avg balance/head
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.
- #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.
- #3,079
- in Educational Services (3,735 peers)
- +5.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Nebraska Wesleyan University Defined Contribution Retirement Plan's outsized position 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 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. Nebraska Wesleyan University Defined Contribution Retirement Plan sits mid-pack in the medium band (409 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Plan-year Form 5500 strip
Filing strip 470376524 · Nebraska Wesleyan University PY 2023 · Other
Nebraska Wesleyan University Defined Contribution Retirement Plan · $84M · 409 · 90th
- PHOTO $84M
- PHOTO 409
- PHOTO 90th
- PHOTO Other
- PHOTO near Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan
- PHOTO ind #3079
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 →
Nebraska Wesleyan University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Nebraska Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- $90M 13.197800127486522% vs 2022
- 2024 filing year
| 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 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
Nebraska Wesleyan University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan in MO ($84M); by covered participants it is Crystal Springs, Inc. 403(b) Retirement Plan in MA (409 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (409 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.