Other · DOL Form 5500 · 2023

Roberts Wesleyan University Retirement Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
826
Participants Near avg headcount
84th
Percentile by assets National rank
$53,126
Avg per participant Low balance/head
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Official DOL plan name: Roberts Wesleyan University Retirement Plan · Sponsored by Roberts Wesleyan University · New York · Educational Services

$44M in assets, 826 participants

Roberts Wesleyan University's Roberts Wesleyan University Retirement Plan reported $44M in total assets and 826 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,679 in Educational Services (3,735 peers)

Where Roberts Wesleyan University Retirement Plan sits by assets

Roberts Wesleyan University Retirement Plan sits in the top quartile of all filed plans by assets, $44M for 826 participants (~$53,126/participant), up 7.5% in 2023.

#2,679
in Educational Services (3,735 peers)
+7.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Roberts Wesleyan University Retirement Plan's outsized position by total assets

Roberts Wesleyan University Retirement Plan vs every filed plan by assets

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

$43,882,360 Top 16% higher than 84% 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

Roberts Wesleyan University Retirement 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. Roberts Wesleyan University Retirement Plan sits mid-pack in the medium band (826 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberts Wesleyan University Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Roberts Wesleyan University Retirement Plan reported participants rose from 344 in the plan year 2022 filing to 826 in the plan year 2023 filing.
  • Roberts Wesleyan University Retirement Plan end-of-year assets rose from $41M in the plan year 2022 filing to $44M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 160743126 · Roberts Wesleyan University PY 2023 · Other

Roberts Wesleyan University Retirement Plan · $44M · 826 · 84th

  • EBSA $44M
  • EBSA 826
  • EBSA 84th
  • EBSA Other
  • EBSA near American Councils 403b Retirement Plan
  • EBSA ind #2679

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 New York →

Roberts Wesleyan University Retirement Plan in the asset neighbourhood

Allen-Chase Foundation Dba Eaglebrook School Defined Contribution Retirement PlanAllen-Chase Foundation Dba E…$44MRoberts Wesleyan University Retirement PlanRoberts Wesleyan University …$44MAmerican Councils 403b Retirement PlanAmerican Councils 403b Retir…$44MAlbertus Magnus College DC Retirement PlanAlbertus Magnus College DC R…$44MEducause DC Plan$44M
End-of-year total assets ($M) among Roberts Wesleyan University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$44M
Net Income$3M
Employer EIN160743126
Plan Effective Date1943-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Wesleyan University)

Sponsor-wide plan assets over time

All Roberts Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$45M 10.254852753209626% vs 2022
2024 filing year
$40M$42M$44M$46M 202220232024 $40.8M $45M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 344 $41M
2023 1 826 $44M
2024 1 741 $45M

Nearby Other Plans in New York

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

Roberts Wesleyan University Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Roberts Wesleyan University Retirement Plan, Total assets ($B): 0.04388236 · Participants: 826Roberts Wesleyan University Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Roberts Wesleyan University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Roberts Wesleyan University Retirement Plan side-by-side with 3 peers →

Roberts Wesleyan University Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is American Councils 403b Retirement Plan in DC ($44M); by covered participants it is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (827 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (826 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 Roberts Wesleyan University Retirement Plan assets move in 2023? ▼
Roberts Wesleyan University Retirement Plan grew at a solid clip - up 7.5% during 2023, from $41M to $44M. Reported net income was $3M.
How have Roberts Wesleyan University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Wesleyan University's sponsor-wide assets grew 10.3%, from $41M to $45M.
Where does Roberts Wesleyan University Retirement Plan rank by assets among Form 5500 filers? ▼
Roberts Wesleyan University Retirement Plan ranks in the 84th 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 Roberts Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is American Councils 403b Retirement Plan in DC ($44M, 279 participants).
Which Other plans cover a similar participant headcount to Roberts Wesleyan University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Kennedy Center, Inc. 403(b) Retirement Plan in CT (827 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 160743126.

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.