Other · DOL Form 5500 · 2024

York University Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
113
Participants Small participant base
37th
Percentile by assets National rank
$31,787
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: York University 403b Retirement Plan · Sponsored by York University · Nebraska · Educational Services

$4M in assets, 113 participants

York University's York University 403b Retirement Plan reported $4M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #838 in Educational Services (3,638 peers)

Coverage in Nebraska

York University 403b Retirement Plan covers 113 participants in Nebraska, about 20% of the average Nebraska filer (state average ~552 per filing). Assets: $4M.

#838
in Educational Services (3,638 peers)
+13.1%
assets growth YoY

York University 403b Retirement Plan's mid-pack asset rank among Educational Services and all filers

York University 403b Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,591,933 37th percentile higher than 37% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

York University 403b 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. York University 403b Retirement Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • York University 403b Retirement Plan reported net income fell from $566K in the plan year 2023 filing to $417K in the plan year 2024 filing.
  • York University 403b Retirement Plan reported participants rose from 97 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • York University 403b Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 470418641 · York University PY 2024 · Other

York University 403b Retirement Plan · $4M · 113 · 37th

  • VS-ST $4M
  • BOY 113
  • SCH 37th
  • EBSA Other
  • PART near The Ideal School of Manhattan Tax Deferred Annuity Plan
  • TYPE ind #838

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 →

York University 403b Retirement Plan in the asset neighbourhood

Humboldt Senior Resource Center 403(b) PlanHumboldt Senior Resource Cen…$4MKlamath Family Head Start 403(b) PlanKlamath Family Head Start 40…$4MYork University 403b Retirement PlanYork University 403b Retirem…$4MThe Ideal School of Manhattan Tax Deferred Annuity PlanThe Ideal School of Manhatta…$4MBrookside Import Specialties Profit Sharing PlanBrookside Import Specialties…$4M
End-of-year total assets ($M) among York University 403b Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$417K
Employer EIN470418641
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (York University)

Sponsor-wide plan assets over time

All York University plans reported in each filing year

Latest sponsor-wide plan assets
$4M 37.68826595797286% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.61M $3.59M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 103 $3M
2023 1 97 $3M
2024 1 113 $4M

Nearby Other Plans in Nebraska

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

York University 403b Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -50005001000 Total assets ($M) Participants York University 403b Retirement Plan, Total assets ($M): 3.591933 · Participants: 113York University 403b Retirement PlanNebraska Medicine Retirement Plan - Base and Matching Contributions, Total assets ($M): 918.628577 · Participants: 9842Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Medicine Retirement Plan - Employee Contributions, Total assets ($M): 751.347013 · Participants: 9842Nebraska Medicine Retirement Plan - Employee ContributionsRetirement Plan of Creighton University, Total assets ($M): 683.981241 · Participants: 3534Retirement Plan of Creighton UniversityChildren's Hospital & Medical Center 403(b) Plan, Total assets ($M): 457.203009 · Participants: 3616Children's Hospital & Medical Center 403(b) PlanNebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan, Total assets ($M): 120.264064 · Participants: 305Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan
York University 403b Retirement Plan vs. nearby Other plans in Nebraska, assets vs. participants

York University 403b Retirement Plan's out-of-state Other peers by assets and headcount

Outside Nebraska, the nearest Other by assets is The Ideal School of Manhattan Tax Deferred Annuity Plan in NY ($4M); by covered participants it is Msn Air Service in NY (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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.

Frequently Asked Questions

How did York University 403b Retirement Plan assets move in 2024?
York University 403b Retirement Plan grew at a solid clip - up 13.1% during 2024, from $3M to $4M. Reported net income was $417K.
How have York University plan assets changed over time?
Across 3 plan years on file (2022-2024), York University's sponsor-wide assets grew 37.7%, from $3M to $4M.
Which Other plans are similar in size to York University 403b Retirement Plan?
Among Other plans in other states, the closest by assets is The Ideal School of Manhattan Tax Deferred Annuity Plan in NY ($4M, 83 participants).
Which Other plans cover a similar participant headcount to York University 403b Retirement Plan?
Among Other plans in other states, the closest by covered participants is Msn Air Service in NY (113 participants, $776K in assets).