Other · DOL Form 5500 · 2024

Wheeling University Retirement Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
131
Participants Small participant base
82nd
Percentile by assets National rank
$331,110
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

$43M in assets, 131 participants

Wheeling University's Wheeling Jesuit University Defined Contribution Plan reported $43M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,514 in Educational Services (3,638 peers)

Coverage in West Virginia

Wheeling Jesuit University Defined Contribution Plan covers 131 participants in West Virginia, about 28% of the average West Virginia filer (state average ~467 per filing). Assets: $43M.

#2,514
in Educational Services (3,638 peers)
+7.5%
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 2024 · DOL Form 5500

$43,375,349 Top 18% higher than 82% 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

Wheeling Jesuit University Defined Contribution 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. Wheeling Jesuit University Defined Contribution Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wheeling Jesuit University Defined Contribution Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Wheeling Jesuit University Defined Contribution Plan end-of-year assets rose from $40M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Wheeling Jesuit University Defined Contribution Plan reported participants fell from 133 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 550394213 · Wheeling University PY 2024 · Other

Wheeling Jesuit University Defined Contribution Plan · $43M · 131 · 82nd

  • EIN $43M
  • RANK 131
  • PHOTO 82nd
  • IND Other
  • EOY near Association of State and Territorial Health Officials 403(b) Plan
  • 5500 ind #2514

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

Erikson Institute DC Retirement PlanErikson Institute DC Retirem…$43MPocono Health System Defined Contribution PlanPocono Health System Defined…$43MWheeling Jesuit University Defined Contribution PlanWheeling Jesuit University D…$43MAssociation of State and Territorial Health Officials 403(b) PlanAssociation of State and Ter…$43MOhio Dominican University Retirement PlanOhio Dominican University Re…$43M
End-of-year total assets ($M) among Wheeling Jesuit University Defined Contribution Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

West Virginia filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$43M
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. -10000010000200003000040000 -0.500.511.52 Total assets ($B) Participants Wheeling Jesuit University Defined Contribution Plan, Total assets ($B): 0.043375349 · Participants: 131Wheeling Jesuit University Defined Contribution PlanWest Virginia University Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.752828927 · Participants: 30364West Virginia University Health System 403(b) Retirement Savings PlanMaryland Electrical Industry Severance & Annuity Fund, Total assets ($B): 0.329449039 · Participants: 2686Maryland Electrical Industry Severance & Annuity FundWest Virginia University Medical Corporation 403(b) Plan, Total assets ($B): 0.327707146 · Participants: 1947West Virginia University Medical Corporation 403(b) PlanVandalia Health System 403(b) Plan, Total assets ($B): 0.230408516 · Participants: 0Vandalia Health System 403(b) PlanLocal Union 317 Electrical Pension Plan, Total assets ($B): 0.178946976 · Participants: 763Local 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 Association of State and Territorial Health Officials 403(b) Plan in VA ($43M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Wheeling Jesuit University Defined Contribution Plan assets move in 2024? ▼
Wheeling Jesuit University Defined Contribution Plan grew at a solid clip - up 7.5% during 2024, from $40M to $43M. 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 82nd 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 Wheeling Jesuit University Defined Contribution Plan? ▼
Among Other plans in other states, the closest by assets is Association of State and Territorial Health Officials 403(b) Plan in VA ($43M, 313 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 Cathedral Home for Children Retirement Plan in WY (131 participants, $5M in assets).

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 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.