Other · DOL Form 5500 · 2024

Wheeling University Retirement Plan

Data updated 2026-08-11

$43M
Total assets
131
Participants
82nd
Percentile by assets
$331,110
Avg per participant
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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.

  • 82nd percentile by assets (of 123,622 plans)
  • #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.

$43M
total plan assets (2024 EOY)
131
covered participants
82nd
percentile by assets (of 123,622 plans)
$331,110
avg assets per participant

Where Wheeling Jesuit University Defined Contribution Plan sits 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 $2,010,000,000 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

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 →

State
West Virginia
Industry
Educational Services

Participants vs West Virginia filers

In West Virginia, the average filing covers about 467 participants across 380 plans. Wheeling Jesuit University Defined Contribution Plan reports 131 participants - about 28% of that state average ($43M EOY assets).

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)

$36M$38M$40M$42M$44M 202220232024 $37.8M $43.4M ▲ +14.9%
Total plan assets by year, all Wheeling University plans on file
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 ($B) Participants Wheeling Jesuit Univ…, Total assets ($B): 0.043375349 · Participants: 131Wheeling Jesuit Univ…West Virginia Univer…, Total assets ($B): 1.752828927 · Participants: 30364West Virginia Univer…Maryland Electrical …, Total assets ($B): 0.329449039 · Participants: 2686Maryland Electrical …West Virginia Univer…, Total assets ($B): 0.327707146 · Participants: 1947West Virginia Univer…Vandalia Health Syst…, Total assets ($B): 0.230408516 · Participants: 0Vandalia Health Syst…Local Union 317 Elec…, Total assets ($B): 0.178946976 · Participants: 763Local Union 317 Elec…
Wheeling Jesuit University Defined Contribution Plan vs. nearby Other plans in West Virginia, assets vs. participants
Compare Wheeling Jesuit University Defined Contr… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

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

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).

Next read for Wheeling Jesuit University Defined Contr…

Filing takeaways

Ways to act on Wheeling Jesuit University Defined Contribution Plan's numbers.

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.