Other · DOL Form 5500 · 2024
Westminster University Retirement Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 331
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $262,046
- Avg per participant Above avg balance/head
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.
- #2,939 in Educational Services (3,638 peers)
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.
- #2,939
- in Educational Services (3,638 peers)
- +1.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Westminster University Defined Contribution Retirement Plan's outsized position by total assets
Westminster University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$86,737,344 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Westminster University Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westminster University Defined Contribution Retirement Plan sits mid-pack in the medium band (331 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 870212470 · Westminster University PY 2024 · Other
Westminster University Defined Contribution Retirement Plan · $87M · 331 · 89th
- PART $87M
- PART 331
- PART 89th
- PART Other
- PART near The Columbus Academy Defined Contribution Retirement Plan
- PART ind #2939
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 Utah →
Westminster University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Westminster University plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 9.283884771242636% vs 2022
- 2024 filing year
| 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.
- 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
Westminster University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Utah, the nearest Other by assets is The Columbus Academy Defined Contribution Retirement Plan in OH ($87M); by covered participants it is Peddie School 403(b) Tda & DC Plan in NJ (331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
Similar participant headcount
Nearest other-state filings by covered participants (331 participants); asset peers above are excluded.
- Peddie School 403(b) Tda & DC Plan (NJ) 331 · 0 off
- Crossing Rivers Health 403(b) Plan (WI) 331 · 0 off
- The Hill at Whitemarsh 403(b) Retirement Plan (PA) 331 · 0 off
- Mount Saint Mary College Defined Contribution Plan (NY) 331 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.