Other · DOL Form 5500 · 2024
Roberts Wesleyan University Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 741
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $60,741
- Avg per participant Low balance/head
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.
- #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.
- #2,542
- in Educational Services (3,638 peers)
- +2.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Roberts Wesleyan University Retirement Plan's outsized position by total assets
Roberts Wesleyan University Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,009,408 Top 17% higher than 83% 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
Roberts Wesleyan University 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. Roberts Wesleyan University Retirement Plan sits mid-pack in the medium band (741 participants).
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.
Published 5500 schedule card
Filing strip 160743126 · Roberts Wesleyan University PY 2024 · Other
Roberts Wesleyan University Retirement Plan · $45M · 741 · 83rd
- EOY $45M
- EOY 741
- EOY 83rd
- EOY Other
- EOY near United Way Worldwide Tax Deferred Savings Plan
- EOY ind #2542
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 New York →
Roberts Wesleyan University Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Roberts Wesleyan University plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 10.254852753209626% vs 2022
- 2024 filing year
| 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.
- 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
Roberts Wesleyan University Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is United Way Worldwide Tax Deferred Savings Plan in VA ($45M); by covered participants it is Drew University Defined Contribution and Tax Deferred Plan in NJ (741 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (741 participants); asset peers above are excluded.
- Drew University Defined Contribution and Tax Deferred Plan (NJ) 741 · 0 off
- Sunny Glen Children's Home 403(b) Plan (TX) 742 · 1 off
- Focus on the Family 403(b) Plan (CO) 742 · 1 off
- Occidental College 403(b) Retirement Plan (CA) 740 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.