Other · DOL Form 5500 · 2023

York University Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
97
Participants Small participant base
37th
Percentile by assets National rank
$32,729
Avg per participant Low balance/head
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Official DOL plan name: York University 403b Retirement Plan · Sponsored by York University · Nebraska · Educational Services

$3M in assets, 97 participants

York University's York University 403b Retirement Plan reported $3M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #898 in Educational Services (3,735 peers)

York University multi-year trail

York University's plans moved +37.7% in assets from 2022 to 2024; this filing shows York University 403b Retirement Plan at $3M / 97 participants.

#898
in Educational Services (3,735 peers)
+21.7%
assets growth YoY

York University 403b Retirement Plan's mid-pack asset rank among Educational Services and all filers

York University 403b Retirement Plan vs every filed plan by assets

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

$3,174,716 37th percentile higher than 37% 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

York University 403b Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. York University 403b Retirement Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • York University 403b Retirement Plan reported net income rose from -$888K in the plan year 2022 filing to $566K in the plan year 2023 filing.
  • York University 403b Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • York University 403b Retirement Plan reported participants fell from 103 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470418641 · York University PY 2023 · Other

York University 403b Retirement Plan · $3M · 97 · 37th

  • BOY $3M
  • SCH 97
  • EBSA 37th
  • PART Other
  • TYPE near Dawn Foods Nonqualified Profit Sharing Plan
  • NET ind #898

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 →

York University 403b Retirement Plan in the asset neighbourhood

The Chicago High School for the Arts 403(b) PlanThe Chicago High School for …$3MAlbany Community Action Partnership 403(b) PlanAlbany Community Action Part…$3MYork University 403b Retirement PlanYork University 403b Retirem…$3MDawn Foods Nonqualified Profit Sharing PlanDawn Foods Nonqualified Prof…$3MFairhaven Christian Retirement Center Tax Deferred Savings & Retirement PlanFairhaven Christian Retireme…$3M
End-of-year total assets ($M) among York University 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

York University multi-year asset trail

Sponsor-wide plan assets over time

All York University plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.68826595797286% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.61M $3.59M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 103 $3M
2023 1 97 $3M
2024 1 113 $4M

York University filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$566K
Employer EIN470418641
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Nebraska

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

York University 403b Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -50000500010000 -20002004006008001000 Total assets ($M) Participants York University 403b Retirement Plan, Total assets ($M): 3.174716 · Participants: 97York University 403b Retirement PlanNebraska Medicine Retirement Plan - Base and Matching Contributions, Total assets ($M): 805.285207 · Participants: 9430Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 642.489948 · Participants: 9430Nebraska Medicine Retirement Plan - Employee ContributionsRetirement Plan of Creighton University, Total assets ($M): 633.266251 · Participants: 3596Retirement Plan of Creighton UniversityChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 397.166109 · Participants: 3405Children's Hospital & Medical Center 403(b) PlanNebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan, Total assets ($M): 101.081215 · Participants: 282Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan
York University 403b Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants
Compare York University 403b Retirement Plan side-by-side with 3 peers →

York University 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is Dawn Foods Nonqualified Profit Sharing Plan in MI ($3M); by covered participants it is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 York University 403b Retirement Plan assets move in 2023? ▼
York University 403b Retirement Plan grew sharply - up 21.7% during 2023, from $3M to $3M. Reported net income was $566K.
How have York University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), York University's sponsor-wide assets grew 37.7%, from $3M to $4M.
Which Other plans are similar in size to York University 403b Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Dawn Foods Nonqualified Profit Sharing Plan in MI ($3M, 106 participants).
Which Other plans cover a similar participant headcount to York University 403b Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan of Alice Lloyd College in KY (97 participants, $26M 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 470418641.

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.