Other · DOL Form 5500 · 2024

Westminster University Retirement Plan

Data updated 2026-08-06

$87M
Total assets: 331
Participants: 89th
Percentile by assets: $262,046
Avg per participant

Official DOL plan name: Westminster University Defined Contribution Retirement Plan · Sponsored by Westminster University · Utah · Educational Services

$87M in assets, 331 participants

Westminster University's Westminster University Defined Contribution Retirement Plan reported $87M in total assets and 331 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 116,472 plans)

Where Westminster University Defined Contribution Retirement Plan sits by assets

Westminster University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $87M for 331 participants (~$262,046/participant), up 1.9% in 2024.

$87M
total plan assets (2024 EOY): 331
covered participants: 89th
percentile by assets (of 116,472 plans): $262,046
avg assets per participant

Westminster University Defined Contribution Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Westminster University Defined Contribution Retirement Plan reported participants rose from 318 in the plan year 2023 filing to 331 in the plan year 2024 filing.
Westminster University Defined Contribution Retirement Plan end-of-year assets rose from $85M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Utah

Industry

Educational Services

Westminster University Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Westminster University Defined Contribution Retirement Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$85M
Net Assets (End of Year)	$87M
Net Income	$2M
Employer EIN	870212470
Plan Effective Date	1961-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Westminster University)

Total plan assets by year, all Westminster University plans on file

Year	Plans	Participants	Total Assets
2022	1	349	$79M
2023	1	318	$85M
2024	1	331	$87M

Nearby Other Plans in Utah

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

Westminster University Defined Contribution Retirement Plan vs. nearby Other plans in Utah, assets vs. participants

Intermountain Health 403(b) Plan $342M · 44,356
Brigham Young University Tax-Deferred Annuity Plan $189M · 293
Intermountain Ironworkers' Tax Deferral Plan $119M · 1,229
Children's Miracle Network 403(b) Plan $53M · 178
Waterford School 403(b) Plan $35M · 195

Compare Westminster University Defined Contribut… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Westminster University Defined Contribution Retirement Plan by total assets, not by location.

403(b) Thrift Plan for Lifenet Virginia Beach, Virginia (VA) $87M · 1,391
Eastern University Defined Contribution Retirement Plan (PA) $87M · 601
Purdue Research Foundation Defined Contribution Retirement Plan (IN) $87M · 471
New England Law Boston Defined Contribution Retirement Plan (MA) $87M · 75

Frequently Asked Questions

How did Westminster University Defined Contribution Retirement Plan assets move in 2024? ▼

Westminster University Defined Contribution Retirement Plan edged up modestly - up 1.9% during 2024, from $85M to $87M. Reported net income was $2M.

How have Westminster University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Westminster University's sponsor-wide assets grew 9.3%, from $79M to $87M.

Where does Westminster University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Westminster University Defined Contribution Retirement Plan ranks in the 89th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Westminster University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Lifenet Virginia Beach, Virginia in VA ($87M, 1,391 participants).

Next read for Westminster University Defined Contribut…

Scale reading

Ways to act on Westminster University Defined Contribution Retirement Plan's numbers.

By total assets, Westminster University Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Utah. Compare plans
Westminster University's sponsor-wide assets have grown 9.3% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 870212470.

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.