Other · DOL Form 5500 · 2023

Dakota Wesleyan University Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
144
Participants Small participant base
71st
Percentile by assets National rank
$128,407
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dakota Wesleyan University Defined Contribution Plan · Sponsored by Dakota Wesleyan University · South Dakota · Educational Services

$18M in assets, 144 participants

Dakota Wesleyan University's Dakota Wesleyan University Defined Contribution Plan reported $18M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,013 in Educational Services (3,735 peers)

Coverage in South Dakota

Dakota Wesleyan University Defined Contribution Plan covers 144 participants in South Dakota, about 42% of the average South Dakota filer (state average ~340 per filing). Assets: $18M.

#2,013
in Educational Services (3,735 peers)
+9.5%
assets growth YoY

Dakota Wesleyan University Defined Contribution Plan's outsized position by total assets

Dakota Wesleyan University Defined Contribution Plan vs every filed plan by assets

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

$18,490,594 Top 29% higher than 71% 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

Dakota Wesleyan University Defined Contribution 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. Dakota Wesleyan University Defined Contribution Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dakota Wesleyan University Defined Contribution Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Dakota Wesleyan University Defined Contribution Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Dakota Wesleyan University Defined Contribution Plan reported participants rose from 137 in the plan year 2022 filing to 144 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 460224589 · Dakota Wesleyan University PY 2023 · Other

Dakota Wesleyan University Defined Contribution Plan · $18M · 144 · 71st

  • TYPE $18M
  • TYPE 144
  • TYPE 71st
  • TYPE Other
  • TYPE near St. Joseph's Collegiate Institute Defined Contribution Retirement Plan
  • TYPE ind #2013

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 South Dakota →

Dakota Wesleyan University Defined Contribution Plan in the asset neighbourhood

Oslc & Odi 403b Plan$19MUnited States Energy Foundation 403(b) Retirement PlanUnited States Energy Foundat…$19MDakota Wesleyan University Defined Contribution PlanDakota Wesleyan University D…$18MSt. Joseph's Collegiate Institute Defined Contribution Retirement PlanSt. Joseph's Collegiate Inst…$18MLa Frontera Center, Inc. 403(b) PlanLa Frontera Center, Inc. 403…$18M
End-of-year total assets ($M) among Dakota Wesleyan University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

South Dakota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN460224589
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dakota Wesleyan University)

Sponsor-wide plan assets over time

All Dakota Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$19M 12.407499079149567% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.9M $19M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 137 $17M
2023 1 144 $18M
2024 1 141 $19M

Nearby Other Plans in South Dakota

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

Dakota Wesleyan University Defined Contribution Plan vs. nearby Other plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -1000100200300400 Total assets ($M) Participants Dakota Wesleyan University Defined Contribution Plan, Total assets ($M): 18.490594 · Participants: 144Dakota Wesleyan University Defined Contribution PlanMonument Health, Inc. 403(b) Plan, Total assets ($M): 300.945116 · Participants: 5203Monument Health, Inc. 403(b) PlanPrairie Lakes Healthcare System 403(b) Plan, Total assets ($M): 50.646243 · Participants: 647Prairie Lakes Healthcare System 403(b) PlanUniversity of Sioux Falls 403(b) Plan, Total assets ($M): 20.870008 · Participants: 201University of Sioux Falls 403(b) PlanEmployee Benefit Plan of Mobridge Regional Hospital, Total assets ($M): 19.302629 · Participants: 247Employee Benefit Plan of Mobridge Regional HospitalPlatte Health Center 403(b) Plan, Total assets ($M): 12.263551 · Participants: 176Platte Health Center 403(b) Plan
Dakota Wesleyan University Defined Contribution Plan vs. nearby Other plans in South Dakota, assets vs. participants
Compare Dakota Wesleyan University Defined Contribution Plan side-by-side with 3 peers →

Dakota Wesleyan University Defined Contribution Plan's out-of-state Other peers by assets and headcount

Outside South Dakota, the nearest Other by assets is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY ($18M); by covered participants it is Uhealthsolutions, Inc. Section 403(b) Plan in MA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Dakota Wesleyan University Defined Contribution Plan assets move in 2023? ▼
Dakota Wesleyan University Defined Contribution Plan grew at a solid clip - up 9.5% during 2023, from $17M to $18M. Reported net income was $2M.
How have Dakota Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dakota Wesleyan University's sponsor-wide assets grew 12.4%, from $17M to $19M.
Which Other plans are similar in size to Dakota Wesleyan University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is St. Joseph's Collegiate Institute Defined Contribution Retirement Plan in NY ($18M, 86 participants).
Which Other plans cover a similar participant headcount to Dakota Wesleyan University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is Uhealthsolutions, Inc. Section 403(b) Plan in MA (144 participants, $5M 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 460224589.

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.