Other · DOL Form 5500 · 2023

Texas Wesleyan University Retirement Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
529
Participants Below avg headcount
81st
Percentile by assets National rank
$65,747
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Texas Wesleyan University 403(b) Plan · Sponsored by Texas Wesleyan University · Texas · Educational Services

$35M in assets, 529 participants

Texas Wesleyan University's Texas Wesleyan University 403(b) Plan reported $35M in total assets and 529 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,509 in Educational Services (3,735 peers)

Where Texas Wesleyan University 403(b) Plan sits by assets

Texas Wesleyan University 403(b) Plan sits in the top quartile of all filed plans by assets, $35M for 529 participants (~$65,747/participant), up 15.0% in 2023.

#2,509
in Educational Services (3,735 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Texas Wesleyan University 403(b) Plan's outsized position by total assets

Texas Wesleyan University 403(b) Plan vs every filed plan by assets

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

$34,780,308 Top 19% higher than 81% 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

Texas Wesleyan University 403(b) 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. Texas Wesleyan University 403(b) Plan sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Wesleyan University 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Texas Wesleyan University 403(b) Plan reported participants rose from 206 in the plan year 2022 filing to 529 in the plan year 2023 filing.
  • Texas Wesleyan University 403(b) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 750800691 · Texas Wesleyan University PY 2023 · Other

Texas Wesleyan University 403(b) Plan · $35M · 529 · 81st

  • 5500 $35M
  • 5500 529
  • 5500 81st
  • 5500 Other
  • 5500 near Vista Community Clinic Tax Deferred Annuity Plan
  • 5500 ind #2509

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 Texas →

Texas Wesleyan University 403(b) Plan in the asset neighbourhood

Keystone Health Center Employee Retirement PlanKeystone Health Center Emplo…$35MTexas Wesleyan University 403(b) PlanTexas Wesleyan University 40…$35MVista Community Clinic Tax Deferred Annuity PlanVista Community Clinic Tax D…$35MFlintridge Preparatory School Defined Contribution Retirement PlanFlintridge Preparatory Schoo…$35MAmerican Water Works Association Defined Contribution Retirement PlanAmerican Water Works Associa…$35M
End-of-year total assets ($M) among Texas Wesleyan University 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN750800691
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Wesleyan University)

Sponsor-wide plan assets over time

All Texas Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$60M 25.380696839353206% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.9M $60M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 463 $48M
2023 2 899 $55M
2024 2 821 $60M

Nearby Other Plans in Texas

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

Texas Wesleyan University 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Texas Wesleyan University 403(b) Plan, Total assets ($B): 0.034780308 · Participants: 529Texas Wesleyan University 403(b) PlanMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Texas Wesleyan University 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants
Compare Texas Wesleyan University 403(b) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Other by assets is Vista Community Clinic Tax Deferred Annuity Plan in CA ($35M); by covered participants it is Memphis Goodwill Inc. 403b Retirement Plan in TN (529 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (529 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 Texas Wesleyan University 403(b) Plan assets move in 2023? ▼
Texas Wesleyan University 403(b) Plan grew at a solid clip - up 15.0% during 2023, from $30M to $35M. Reported net income was $5M.
How have Texas Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Texas Wesleyan University's sponsor-wide assets grew 25.4%, from $48M to $60M.
Where does Texas Wesleyan University 403(b) Plan rank by assets among Form 5500 filers? ▼
Texas Wesleyan University 403(b) Plan ranks in the 81st 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 Texas Wesleyan University 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Vista Community Clinic Tax Deferred Annuity Plan in CA ($35M, 871 participants).
Which Other plans cover a similar participant headcount to Texas Wesleyan University 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Memphis Goodwill Inc. 403b Retirement Plan in TN (529 participants, $1M 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 750800691.

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.