401(k) · DOL Form 5500 · 2023

Texas Wesleyan University 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
370
Participants Below avg headcount
73rd
Percentile by assets National rank
$53,723
Avg per participant Low balance/head
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Official DOL plan name: Texas Wesleyan University 401(a) Plan · Sponsored by Texas Wesleyan University · Texas · Educational Services

$20M in assets, 370 participants

Texas Wesleyan University's Texas Wesleyan University 401(a) Plan reported $20M in total assets and 370 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #2,068 in Educational Services (3,735 peers)

Texas Wesleyan University multi-year trail

Texas Wesleyan University's plans moved +25.4% in assets from 2022 to 2024; this filing shows Texas Wesleyan University 401(a) Plan at $20M / 370 participants.

#2,068
in Educational Services (3,735 peers)
+12.9%
assets growth YoY

Texas Wesleyan University 401(a) Plan's outsized position by total assets

Texas Wesleyan University 401(a) Plan vs every filed plan by assets

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

$19,877,467 Top 27% higher than 73% 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 401(a) 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 401(a) Plan sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Texas Wesleyan University 401(a) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Texas Wesleyan University 401(a) Plan reported participants rose from 257 in the plan year 2022 filing to 370 in the plan year 2023 filing.
  • Texas Wesleyan University 401(a) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 750800691 · Texas Wesleyan University PY 2023 · 401(k)

Texas Wesleyan University 401(a) Plan · $20M · 370 · 73rd

  • ASSETS $20M
  • PCT 370
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Metro Atlanta Ambulance Service, Inc. 401(k) Profit Sharing Plan and Trust
  • IND ind #2068

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 401(a) Plan in the asset neighbourhood

Texas Wesleyan University 401(a) PlanTexas Wesleyan University 40…$20MMetro Atlanta Ambulance Service, Inc. 401(k) Profit Sharing Plan and TrustMetro Atlanta Ambulance Serv…$20MAbrams Fensterman, LLP 401(k) Retirement PlanAbrams Fensterman, LLP 401(k…$20MNevada Health Centers, Inc. Retirement PlanNevada Health Centers, Inc. …$20MGp3 401(k) Plan$20M
End-of-year total assets ($M) among Texas Wesleyan University 401(a) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas Wesleyan University multi-year asset trail

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

Texas Wesleyan University filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN750800691
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Texas Wesleyan University 401(a) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Wesleyan University 401(a) Plan, Total assets ($B): 0.019877467 · Participants: 370Texas Wesleyan University 401(a) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Texas Wesleyan University 401(a) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Texas Wesleyan University 401(a) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Metro Atlanta Ambulance Service, Inc. 401(k) Profit Sharing Plan and Trust in GA ($20M); by covered participants it is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 401(a) Plan assets move in 2023?
Texas Wesleyan University 401(a) Plan grew at a solid clip - up 12.9% during 2023, from $18M to $20M. Reported net income was $2M.
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.
Which 401(k) plans are similar in size to Texas Wesleyan University 401(a) Plan?
Among 401(k) plans in other states, the closest by assets is Metro Atlanta Ambulance Service, Inc. 401(k) Profit Sharing Plan and Trust in GA ($20M, 617 participants).
Which 401(k) plans cover a similar participant headcount to Texas Wesleyan University 401(a) Plan?
Among 401(k) plans in other states, the closest by covered participants is North Pacific Seafoods 401(k) Savings Plan in WA (370 participants, $21M in assets).