Other · DOL Form 5500 · 2024

Bellevue University Retirement Plan

Data updated 2026-07-24

$91M
Total assets: 1,400
Participants: 90th
Percentile by assets: $65,013
Avg per participant

Official DOL plan name: Bellevue University Defined Contribution Retirement Plan · Sponsored by Bellevue University · Nebraska · Educational Services

$91M in assets, 1,400 participants

Bellevue University's Bellevue University Defined Contribution Retirement Plan reported $91M in total assets and 1,400 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

90th percentile by assets (of 116,472 plans)

Coverage in Nebraska

Bellevue University Defined Contribution Retirement Plan covers 1,400 participants in Nebraska, 2.4x the typical Nebraska plan (state average ~573 per filing). Assets: $91M.

$91M
total plan assets (2024 EOY): 1,400
covered participants: 90th
percentile by assets (of 116,472 plans): $65,013
avg assets per participant

Bellevue University Defined Contribution Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Bellevue University Defined Contribution Retirement Plan end-of-year assets rose from $81M in the plan year 2023 filing to $91M in the plan year 2024 filing.
Bellevue University Defined Contribution Retirement Plan reported participants rose from 1,308 in the plan year 2023 filing to 1,400 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Nebraska

Industry

Educational Services

Participants vs Nebraska filers

In Nebraska, the average filing covers about 573 participants across 728 plans. Bellevue University Defined Contribution Retirement Plan reports 1,400 participants - 2.4x that state average ($91M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)	$81M
Net Assets (End of Year)	$91M
Net Income	$11M
Employer EIN	470491571
Plan Effective Date	1977-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bellevue University)

Total plan assets by year, all Bellevue University plans on file

Year	Plans	Participants	Total Assets
2022	1	2,710	$67M
2023	1	1,308	$81M
2024	1	1,400	$91M

Nearby Other Plans in Nebraska

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

Bellevue University Defined Contribution Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants

Nebraska Medicine Retirement Plan - Base and Matching Contributions $919M · 9,842
Nebraska Medicine Retirement Plan - Employee Contributions $751M · 9,842
Retirement Plan of Creighton University $684M · 3,534
Children's Hospital & Medical Center 403(b) Plan $457M · 3,616
Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan $120M · 305

Compare Bellevue University Defined Contribution… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

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

Charlotte Country Day School Retirement Plan (NC) $91M · 408
Elon University Tax Deferred Annuity Plan (NC) $91M · 850
Gica Multiple Employer Plan (GA) $91M · 862
Citizens Memorial Health Care System Matched Savings Plan (MO) $91M · 2,252

Frequently Asked Questions

How did Bellevue University Defined Contribution Retirement Plan assets move in 2024? ▼

Bellevue University Defined Contribution Retirement Plan grew at a solid clip - up 12.9% during 2024, from $81M to $91M. Reported net income was $11M.

How have Bellevue University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bellevue University's sponsor-wide assets grew 36.2%, from $67M to $91M.

Where does Bellevue University Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Bellevue University Defined Contribution Retirement Plan ranks in the 90th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Other plans are similar in size to Bellevue University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Charlotte Country Day School Retirement Plan in NC ($91M, 408 participants).

Next read for Bellevue University Defined Contribution…

Filing takeaways

Ways to act on Bellevue University Defined Contribution Retirement Plan's numbers.

By total assets, Bellevue University Defined Contribution Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Nebraska. Compare plans
Bellevue University's sponsor-wide assets have grown 36.2% 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 470491571.

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.