Other · DOL Form 5500 · 2024
Roberts Wesleyan University Retirement Plan
Data updated 2026-08-11
- $45M
- Total assets
- 741
- Participants
- 83rd
- Percentile by assets
- $60,741
- Avg per participant
Official DOL plan name: Roberts Wesleyan University Retirement Plan · Sponsored by Roberts Wesleyan University · New York · Educational Services
$45M in assets, 741 participants
Roberts Wesleyan University's Roberts Wesleyan University Retirement Plan reported $45M in total assets and 741 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 123,622 plans)
- #2,542 in Educational Services (3,638 peers)
Where Roberts Wesleyan University Retirement Plan sits by assets
Roberts Wesleyan University Retirement Plan sits in the top quartile of all filed plans by assets, $45M for 741 participants (~$60,741/participant), up 2.6% in 2024.
- $45M
- total plan assets (2024 EOY)
- 741
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $60,741
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roberts Wesleyan University Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Roberts Wesleyan University Retirement Plan reported participants fell from 826 in the plan year 2023 filing to 741 in the plan year 2024 filing.
- Roberts Wesleyan University Retirement Plan end-of-year assets rose from $44M in the plan year 2023 filing to $45M in the plan year 2024 filing.
Roberts Wesleyan University Retirement Plan vs the 2024 asset distribution
By assets, Roberts Wesleyan University Retirement Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $1M |
| Employer EIN | 160743126 |
| Plan Effective Date | 1943-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roberts Wesleyan University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 344 | $41M |
| 2023 | 1 | 826 | $44M |
| 2024 | 1 | 741 | $45M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
Roberts Wesleyan University Retirement Plan vs. nearby Other plans in New York, assets vs. participants
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
Similar-Sized Other Plans Nationally
Other plans in other states closest to Roberts Wesleyan University Retirement Plan by total assets, not by location.
- United Way Worldwide Tax Deferred Savings Plan (VA) $45M · 220
- Overlake School 403(b) (WA) $45M · 154
- Felician University Retirement Plan (NJ) $45M · 372
- Church World Service Retirement Plan (IN) $45M · 845
Frequently Asked Questions
How did Roberts Wesleyan University Retirement Plan assets move in 2024? ▼
How have Roberts Wesleyan University plan assets changed over time? ▼
Where does Roberts Wesleyan University Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Roberts Wesleyan University Retirement P…
Scale reading
Ways to act on Roberts Wesleyan University Retirement Plan's numbers.
- By total assets, Roberts Wesleyan University Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New York. Compare plans
- Roberts Wesleyan University's sponsor-wide assets have grown 10.3% since 2022 across 3 plan years on file. More Educational Services plans