Other · DOL Form 5500 · 2023

Wheeling University Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
133
Participants Small participant base
83rd
Percentile by assets National rank
$303,354
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wheeling Jesuit University Defined Contribution Plan · Sponsored by Wheeling University · West Virginia · Educational Services

$40M in assets, 133 participants

Wheeling University's Wheeling Jesuit University Defined Contribution Plan reported $40M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,606 in Educational Services (3,735 peers)

Coverage in West Virginia

Wheeling Jesuit University Defined Contribution Plan covers 133 participants in West Virginia, about 28% of the average West Virginia filer (state average ~467 per filing). Assets: $40M.

#2,606
in Educational Services (3,735 peers)
+6.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Wheeling Jesuit University Defined Contribution Plan's outsized position by total assets

Wheeling Jesuit University Defined Contribution Plan vs every filed plan by assets

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

$40,346,049 Top 17% higher than 83% 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

Wheeling Jesuit 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. Wheeling Jesuit University Defined Contribution Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheeling Jesuit University Defined Contribution Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Wheeling Jesuit University Defined Contribution Plan reported participants fell from 343 in the plan year 2022 filing to 133 in the plan year 2023 filing.
  • Wheeling Jesuit University Defined Contribution Plan end-of-year assets rose from $38M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 550394213 · Wheeling University PY 2023 · Other

Wheeling Jesuit University Defined Contribution Plan · $40M · 133 · 83rd

  • PCT $40M
  • PCT 133
  • PCT 83rd
  • PCT Other
  • PCT near Museum of Science Savings Plan
  • PCT ind #2606

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 West Virginia →

Wheeling Jesuit University Defined Contribution Plan in the asset neighbourhood

Cleveland Institute of Music Retirement PlanCleveland Institute of Music…$40MCapital Hospice 403(b) Retirement PlanCapital Hospice 403(b) Retir…$40MWheeling Jesuit University Defined Contribution PlanWheeling Jesuit University D…$40MMuseum of Science Savings PlanMuseum of Science Savings Pl…$40MLandmark College Retirement PlanLandmark College Retirement …$40M
End-of-year total assets ($M) among Wheeling Jesuit University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

West Virginia filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$3M
Employer EIN550394213
Plan Effective Date1958-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wheeling University)

Sponsor-wide plan assets over time

All Wheeling University plans reported in each filing year

Latest sponsor-wide plan assets
$43M 14.873937891399173% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.8M $43.4M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 343 $38M
2023 1 133 $40M
2024 1 131 $43M

Nearby Other Plans in West Virginia

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

Wheeling Jesuit University Defined Contribution Plan vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Wheeling Jesuit University Defined Contribution Plan, Total assets ($B): 0.040346049 · Participants: 133Wheeling Jesuit University Defined Contribution PlanWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.467425337 · Participants: 25400West Virginia University Health System 403(b) Retirement Savings PlanMaryland Electrical Industry Severance & Annuity F, Total assets ($B): 0.291868473 · Participants: 2645Maryland Electrical Industry Severance & Annuity FWest Virginia University Medical Corporation 403(b) Plan, Total assets ($B): 0.281583387 · Participants: 1761West Virginia University Medical Corporation 403(b) PlanCamc Health System, Inc. Retirement Savings Plan, Total assets ($B): 0.228152181 · Participants: 0Camc Health System, Inc. Retirement Savings PlanLocal Union 317 Electrical Pension Plan, Total assets ($B): 0.159972427 · Participants: 744Local Union 317 Electrical Pension Plan
Wheeling Jesuit University Defined Contribution Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare Wheeling Jesuit University Defined Contribution Plan side-by-side with 3 peers →

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

Outside West Virginia, the nearest Other by assets is Museum of Science Savings Plan in MA ($40M); by covered participants it is University of Western States 403(b) Plan in OR (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Wheeling Jesuit University Defined Contribution Plan assets move in 2023? ▼
Wheeling Jesuit University Defined Contribution Plan grew at a solid clip - up 6.9% during 2023, from $38M to $40M. Reported net income was $3M.
How have Wheeling University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheeling University's sponsor-wide assets grew 14.9%, from $38M to $43M.
Where does Wheeling Jesuit University Defined Contribution Plan rank by assets among Form 5500 filers? ▼
Wheeling Jesuit University Defined Contribution Plan ranks in the 83rd 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 Wheeling Jesuit University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Museum of Science Savings Plan in MA ($40M, 350 participants).
Which Other plans cover a similar participant headcount to Wheeling Jesuit University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by covered participants is University of Western States 403(b) Plan in OR (133 participants, $38M 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 550394213.

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.