Other · DOL Form 5500 · 2024
Nebraska Wesleyan University Retirement Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 415
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $217,649
- Avg per participant Above avg balance/head
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.
- #2,969 in Educational Services (3,638 peers)
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.
- #2,969
- in Educational Services (3,638 peers)
- +7.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Nebraska Wesleyan University Defined Contribution Retirement Plan's outsized position by total assets
Nebraska Wesleyan University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$90,324,524 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
Nebraska Wesleyan University Defined Contribution Retirement 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. Nebraska Wesleyan University Defined Contribution Retirement Plan sits mid-pack in the medium band (415 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Published 5500 schedule card
Filing strip 470376524 · Nebraska Wesleyan University PY 2024 · Other
Nebraska Wesleyan University Defined Contribution Retirement Plan · $90M · 415 · 90th
- EBSA $90M
- PART 415
- TYPE 90th
- NET Other
- BOOK near Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan
- VS-ST ind #2969
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 →
Nebraska Wesleyan University Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Nebraska Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- $90M 13.197800127486522% vs 2022
- 2024 filing year
| 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 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
Nebraska Wesleyan University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Nebraska, the nearest Other by assets is Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan in MO ($90M); by covered participants it is Kennebec Behavioral Health 403(b) Plan in ME (415 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
Similar participant headcount
Nearest other-state filings by covered participants (415 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.