Other · DOL Form 5500 · 2024
Bellevue University Retirement Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 1,400
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $65,013
- Avg per participant Low balance/head
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.
- #2,977 in Educational Services (3,638 peers)
Coverage in Nebraska
Bellevue University Defined Contribution Retirement Plan covers 1,400 participants in Nebraska, 2.5x the typical Nebraska plan (state average ~552 per filing). Assets: $91M.
- #2,977
- in Educational Services (3,638 peers)
- +12.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Bellevue University Defined Contribution Retirement Plan's outsized position by total assets
Bellevue University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$91,017,768 Top 10% higher than 90% 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
Bellevue University Defined Contribution Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellevue University Defined Contribution Retirement Plan lands in the large band (1,400 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 470491571 · Bellevue University PY 2024 · Other
Bellevue University Defined Contribution Retirement Plan · $91M · 1,400 · 90th
- NET $91M
- BOOK 1,400
- VS-ST 90th
- BOY Other
- SCH near Charlotte Country Day School Retirement Plan
- EBSA ind #2977
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 Nebraska →
Bellevue University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bellevue University plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 36.221016311227906% vs 2022
- 2024 filing year
| 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.
- 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
Bellevue University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is Charlotte Country Day School Retirement Plan in NC ($91M); by covered participants it is University Physicians and Surgeons, Inc. Retirement Plan in WV (1,402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,400 participants); asset peers above are excluded.
- University Physicians and Surgeons, Inc. Retirement Plan (WV) 1,402 · 2 off
- Goodwill Industries of North Central Wisconsin, Inc. 403(b) Retirement Plan (WI) 1,397 · 3 off
- Valley View Hospital 403(b) Plan (CO) 1,405 · 5 off
- Johns Hopkins Home Care Group 403(b) Plan (MD) 1,394 · 6 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.