Other · DOL Form 5500 · 2024

Texas Wesleyan University Retirement Plan

Data updated 2026-08-11

$39M
Total assets: 538
Participants: 81st
Percentile by assets: $71,592
Avg per participant

Official DOL plan name: Texas Wesleyan University 403(b) Plan · Sponsored by Texas Wesleyan University · Texas · Educational Services

$39M in assets, 538 participants

Texas Wesleyan University's Texas Wesleyan University 403(b) Plan reported $39M in total assets and 538 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

81st percentile by assets (of 123,622 plans)
#2,437 in Educational Services (3,638 peers)

Where Texas Wesleyan University 403(b) Plan sits by assets

Texas Wesleyan University 403(b) Plan sits in the top quartile of all filed plans by assets, $39M for 538 participants (~$71,592/participant), up 10.7% in 2024.

$39M
total plan assets (2024 EOY): 538
covered participants: 81st
percentile by assets (of 123,622 plans): $71,592
avg assets per participant

Where Texas Wesleyan University 403(b) Plan sits by total assets

Texas Wesleyan University 403(b) Plan vs every filed plan by assets

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

$38,516,358 Top 19% higher than 81% 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

Texas Wesleyan University 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Texas Wesleyan University 403(b) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Texas Wesleyan University 403(b) Plan reported participants rose from 529 in the plan year 2023 filing to 538 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Educational Services

Texas Wesleyan University 403(b) Plan vs the 2024 asset distribution

By assets, Texas Wesleyan University 403(b) Plan outranks 81% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$35M
Net Assets (End of Year)	$39M
Net Income	$4M
Employer EIN	750800691
Plan Effective Date	1996-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Texas Wesleyan University)

Total plan assets by year, all Texas Wesleyan University plans on file

Year	Plans	Participants	Total Assets
2022	2	463	$48M
2023	2	899	$55M
2024	2	821	$60M

Nearby Other Plans in Texas

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

Texas Wesleyan University 403(b) Plan vs. nearby Other plans in Texas, assets vs. participants

Memorial Hermann Health System Employees' Retirement Savings Plan $3.3B · 33,543
The Tax Sheltered Annuity Plan of the Methodist Hospital $3.0B · 32,299
Baylor College of Medicine Section 403b $2.2B · 13,205
The Tax Sheltered Annuity Plan of Texas Children's Hospital $2.1B · 16,971
Southwest Research Institute Retirement Plan $1.7B · 3,107

Compare Texas Wesleyan University 403(b) Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Texas Wesleyan University 403(b) Plan by total assets, not by location.

Charles Wright Academy 403(b) Retirement Plan (WA) $38M · 116
World Education Services, Inc. 403(b) Tax Deferred Annuity Plan (NY) $38M · 263
Thiel College Retirement Plan (PA) $39M · 260
Columbus College of Art and Design Retirement Plan (OH) $39M · 194

Frequently Asked Questions

How did Texas Wesleyan University 403(b) Plan assets move in 2024? ▼

Texas Wesleyan University 403(b) Plan grew at a solid clip - up 10.7% during 2024, from $35M to $39M. Reported net income was $4M.

How have Texas Wesleyan University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Texas Wesleyan University's sponsor-wide assets grew 25.4%, from $48M to $60M.

Where does Texas Wesleyan University 403(b) Plan rank by assets among Form 5500 filers? ▼

Texas Wesleyan University 403(b) Plan ranks in the 81st 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 Texas Wesleyan University 403(b) Plan? ▼

Among Other plans in other states, the closest by assets is Charles Wright Academy 403(b) Retirement Plan in WA ($38M, 116 participants).

Next read for Texas Wesleyan University 403(b) Plan

Scale reading

Ways to act on Texas Wesleyan University 403(b) Plan's numbers.

By total assets, Texas Wesleyan University 403(b) 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 Texas. Compare plans
Texas Wesleyan University's sponsor-wide assets have grown 25.4% 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 750800691.