Other · DOL Form 5500 · 2024

University of Jamestown Dba Jamestown College Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
360
Participants Below avg headcount
76th
Percentile by assets National rank
$75,046
Avg per participant Below avg balance/head
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Official DOL plan name: University of Jamestown 403(b) DC Plan · Sponsored by University of Jamestown Dba Jamestown College · North Dakota · Educational Services

$27M in assets, 360 participants

University of Jamestown Dba Jamestown College's University of Jamestown 403(b) DC Plan reported $27M in total assets and 360 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,176 in Educational Services (3,638 peers)

Where University of Jamestown 403(b) DC Plan sits by assets

University of Jamestown 403(b) DC Plan sits in the top quartile of all filed plans by assets, $27M for 360 participants (~$75,046/participant), up 10.0% in 2024.

#2,176
in Educational Services (3,638 peers)
+10.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

University of Jamestown 403(b) DC Plan's outsized position by total assets

University of Jamestown 403(b) DC Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$27,016,722 Top 24% higher than 76% of 123,620 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 2024

University of Jamestown 403(b) DC 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. University of Jamestown 403(b) DC Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University of Jamestown 403(b) DC Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • University of Jamestown 403(b) DC Plan end-of-year assets rose from $25M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 450231180 · University of Jamestown Dba Jamestown College PY 2024 · Other

University of Jamestown 403(b) DC Plan · $27M · 360 · 76th

  • PART $27M
  • TYPE 360
  • NET 76th
  • BOOK Other
  • VS-ST near Berry College Tax-Deferred Annuity Plan
  • BOY ind #2176

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 North Dakota →

University of Jamestown 403(b) DC Plan in the asset neighbourhood

Section 403(b) Retirement Plan for Employees of Odyssey House, Inc.Section 403(b) Retirement Pl…$27MBerry College Tax-Deferred Annuity PlanBerry College Tax-Deferred A…$27MUniversity of Jamestown 403(b) DC PlanUniversity of Jamestown 403(…$27MTarbut V'torah 403(b) Plan$27MHoly Cross Hospital Retirement Savings PlanHoly Cross Hospital Retireme…$27M
End-of-year total assets ($M) among University of Jamestown 403(b) DC Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN450231180
Plan Effective Date1947-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Jamestown Dba Jamestown College)

Sponsor-wide plan assets over time

All University of Jamestown Dba Jamestown College plans reported in each filing year

Latest sponsor-wide plan assets
$27M 27.74661113601416% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21.2M $27M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 317 $21M
2023 1 357 $25M
2024 1 360 $27M

Nearby Other Plans in North Dakota

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

University of Jamestown 403(b) DC Plan vs. nearby Other plans in North Dakota, assets vs. participants Scatter plot of 6 data points. 100200300400500 020406080 Total assets ($M) Participants University of Jamestown 403(b) DC Plan, Total assets ($M): 27.016722 · Participants: 360University of Jamestown 403(b) DC PlanUniversity of Mary Employee Retirement Plan, Total assets ($M): 71.732408 · Participants: 450University of Mary Employee Retirement PlanWest River Health Service Foundation and Subsidiaries Tax Deferred Annuity Plan, Total assets ($M): 27.444575 · Participants: 288West River Health Service Foundation and Subsidiaries Tax Deferred Annuity PlanAble, Inc. 403(b) Plan, Total assets ($M): 13.07812 · Participants: 261Able, Inc. 403(b) PlanMckenzie County Healthcare Systems, Inc. 403(b) Plan, Total assets ($M): 12.135883 · Participants: 306Mckenzie County Healthcare Systems, Inc. 403(b) Plan403(b) Thrift Plan for Employees of Enable, Inc., Total assets ($M): 11.581169 · Participants: 162403(b) Thrift Plan for Employees of Enable, Inc.
University of Jamestown 403(b) DC Plan vs. nearby Other plans in North Dakota, assets vs. participants

University of Jamestown 403(b) DC Plan's out-of-state Other peers by assets and headcount

Outside North Dakota, the nearest Other by assets is Berry College Tax-Deferred Annuity Plan in GA ($27M); by covered participants it is Retirement Plan for American Enterprise Institute for Public Policy Research in DC (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did University of Jamestown 403(b) DC Plan assets move in 2024?
University of Jamestown 403(b) DC Plan grew at a solid clip - up 10.0% during 2024, from $25M to $27M. Reported net income was $2M.
How have University of Jamestown Dba Jamestown College plan assets changed over time?
Across 3 plan years on file (2022-2024), University of Jamestown Dba Jamestown College's sponsor-wide assets grew 27.7%, from $21M to $27M.
Where does University of Jamestown 403(b) DC Plan rank by assets among Form 5500 filers?
University of Jamestown 403(b) DC Plan ranks in the 76th percentile by end-of-year assets among 123,622 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 University of Jamestown 403(b) DC Plan?
Among Other plans in other states, the closest by assets is Berry College Tax-Deferred Annuity Plan in GA ($27M, 656 participants).
Which Other plans cover a similar participant headcount to University of Jamestown 403(b) DC Plan?
Among Other plans in other states, the closest by covered participants is Retirement Plan for American Enterprise Institute for Public Policy Research in DC (360 participants, $100M in assets).