401(k) · DOL Form 5500 · 2024

Texas Wesleyan University 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
283
Participants Below avg headcount
72nd
Percentile by assets National rank
$75,930
Avg per participant Below avg balance/head
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Official DOL plan name: Texas Wesleyan University 401(a) Plan · Sponsored by Texas Wesleyan University · Texas · Educational Services

$21M in assets, 283 participants

Texas Wesleyan University's Texas Wesleyan University 401(a) Plan reported $21M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #1,983 in Educational Services (3,638 peers)

Coverage in Texas

Texas Wesleyan University 401(a) Plan covers 283 participants in Texas, about 41% of the average Texas filer (state average ~688 per filing). Assets: $21M.

#1,983
in Educational Services (3,638 peers)
+8.1%
assets growth YoY

Texas Wesleyan University 401(a) Plan's outsized position by total assets

Texas Wesleyan University 401(a) Plan vs every filed plan by assets

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

$21,488,124 Top 28% higher than 72% 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

Texas Wesleyan University 401(a) 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. Texas Wesleyan University 401(a) Plan sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Texas Wesleyan University 401(a) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Texas Wesleyan University 401(a) Plan reported participants fell from 370 in the plan year 2023 filing to 283 in the plan year 2024 filing.
  • Texas Wesleyan University 401(a) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750800691 · Texas Wesleyan University PY 2024 · 401(k)

Texas Wesleyan University 401(a) Plan · $21M · 283 · 72nd

  • PCT $21M
  • PCT 283
  • PCT 72nd
  • PCT 401(k)
  • PCT near Hopkins & Huebner 401(k) Profit Sharing Plan
  • PCT ind #1983

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 Texas →

Texas Wesleyan University 401(a) Plan in the asset neighbourhood

Texas Wesleyan University 401(a) PlanTexas Wesleyan University 40…$21MHopkins & Huebner 401(k) Profit Sharing PlanHopkins & Huebner 401(k) Pro…$21MPatra Corporation 401(k) Profit Sharing Plan and TrustPatra Corporation 401(k) Pro…$21MRaleigh Pediatric Associates, P.a. Retirement PlanRaleigh Pediatric Associates…$21MGeorgia Aquarium, Inc. 401(k) PlanGeorgia Aquarium, Inc. 401(k…$21M
End-of-year total assets ($M) among Texas Wesleyan University 401(a) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN750800691
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Texas Wesleyan University)

Sponsor-wide plan assets over time

All Texas Wesleyan University plans reported in each filing year

Latest sponsor-wide plan assets
$60M 25.380696839353206% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.9M $60M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 463 $48M
2023 2 899 $55M
2024 2 821 $60M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Texas Wesleyan University 401(a) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Texas Wesleyan University 401(a) Plan, Total assets ($B): 0.021488124 · Participants: 283Texas Wesleyan University 401(a) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Texas Wesleyan University 401(a) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Texas Wesleyan University 401(a) Plan side-by-side with 3 peers →

Texas Wesleyan University 401(a) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hopkins & Huebner 401(k) Profit Sharing Plan in IA ($21M); by covered participants it is Sentinel 401(k) and Profit Sharing Plan in CA (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Texas Wesleyan University 401(a) Plan assets move in 2024? ▼
Texas Wesleyan University 401(a) Plan grew at a solid clip - up 8.1% during 2024, from $20M to $21M. Reported net income was $2M.
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.
Which 401(k) plans are similar in size to Texas Wesleyan University 401(a) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hopkins & Huebner 401(k) Profit Sharing Plan in IA ($21M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Texas Wesleyan University 401(a) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentinel 401(k) and Profit Sharing Plan in CA (283 participants, $12M 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 750800691.

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.