Other · DOL Form 5500 · 2024

Nebraska Wesleyan University Retirement Plan

Data updated 2026-08-06

$90M
Total assets: 415
Participants: 90th
Percentile by assets: $217,649
Avg per participant

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

$90M in assets, 415 participants

Nebraska Wesleyan University's Nebraska Wesleyan University Defined Contribution Retirement Plan reported $90M in total assets and 415 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)

Where Nebraska Wesleyan University Defined Contribution Retirement Plan sits by assets

Nebraska Wesleyan University Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $90M for 415 participants (~$217,649/participant), up 7.3% in 2024.

$90M
total plan assets (2024 EOY): 415
covered participants: 90th
percentile by assets (of 116,472 plans): $217,649
avg assets per participant

Nebraska Wesleyan University Defined Contribution Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Nebraska Wesleyan University Defined Contribution Retirement Plan end-of-year assets rose from $84M in the plan year 2023 filing to $90M in the plan year 2024 filing.
Nebraska Wesleyan University Defined Contribution Retirement Plan reported participants rose from 409 in the plan year 2023 filing to 415 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Nebraska

Industry

Educational Services

Nebraska Wesleyan University Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Nebraska Wesleyan University Defined Contribution Retirement Plan outranks 90% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$84M
Net Assets (End of Year)	$90M
Net Income	$6M
Employer EIN	470376524
Plan Effective Date	1967-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Nebraska Wesleyan University)

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

Year	Plans	Participants	Total Assets
2022	1	309	$80M
2023	1	409	$84M
2024	1	415	$90M

Nearby Other Plans in Nebraska

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

Nebraska Wesleyan 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 Nebraska Wesleyan University Defined Con… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

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

Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan (MO) $90M · 539
Dwight Englewood School 403(b) Retirement Savings Plan (NJ) $90M · 249
California College of the Arts Retirement Plan (CA) $90M · 709
Thayer Academy 403(b) Retirement Plan (MA) $91M · 207

Frequently Asked Questions

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

Nebraska Wesleyan University Defined Contribution Retirement Plan grew at a solid clip - up 7.3% during 2024, from $84M to $90M. Reported net income was $6M.

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

Across 3 plan years on file (2022-2024), Nebraska Wesleyan University's sponsor-wide assets grew 13.2%, from $80M to $90M.

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

Nebraska Wesleyan 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 Nebraska Wesleyan University Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan in MO ($90M, 539 participants).

Next read for Nebraska Wesleyan University Defined Con…

Scale reading

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

By total assets, Nebraska Wesleyan 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
Nebraska Wesleyan University's sponsor-wide assets have grown 13.2% 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 470376524.

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.