Other · DOL Form 5500 · 2022

Ewing Marion Kauffman Foundation Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
138
Participants Small participant base
85th
Percentile by assets National rank
$261,096
Avg per participant Above avg balance/head
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Official DOL plan name: Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program · Sponsored by Ewing Marion Kauffman Foundation · Missouri · Other Services

$36M in assets, 138 participants

Ewing Marion Kauffman Foundation's Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program reported $36M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,799 in Other Services (8,398 peers)

Coverage in Missouri

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program covers 138 participants in Missouri, about 19% of the average Missouri filer (state average ~737 per filing). Assets: $36M.

#7,799
in Other Services (8,398 peers)
-17.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program's outsized position by total assets

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$36,031,271 Top 15% higher than 85% of 139,123 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 2022

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program sits mid-pack in the medium band (138 participants).

Published 5500 schedule card

Filing strip 436064859 · Ewing Marion Kauffman Foundation PY 2022 · Other

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program · $36M · 138 · 85th

  • BOOK $36M
  • VS-ST 138
  • BOY 85th
  • SCH Other
  • EBSA near Nichols College 403b Plan
  • PART ind #7799

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 Other Services retirement plans → · Plans in Missouri →

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program in the asset neighbourhood

Children's Miracle Network 403(b) PlanChildren's Miracle Network 4…$36MDarlington School DC Plan$36MMarine Biological Laboratory Tax Deferred AnnuityMarine Biological Laboratory…$36MNichols College 403b Plan$36MEwing Marion Kauffman Foundation Tax Sheltered Annuity ProgramEwing Marion Kauffman Founda…$36M
End-of-year total assets ($M) among Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$36M
Net Income-$8M
Employer EIN436064859
Plan Effective Date1991-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ewing Marion Kauffman Foundation)

Sponsor-wide plan assets over time

All Ewing Marion Kauffman Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$46M 27.536142147192088% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36M $46M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 138 $36M
2023 1 101 $42M
2024 1 81 $46M

Nearby Other Plans in Missouri

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

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program, Total assets ($M): 36.031271 · Participants: 138Ewing Marion Kauffman Foundation Tax Sheltered Annuity ProgramSaint Louis University 403(b) Annuity Plan, Total assets ($M): 841.619754 · Participants: 2398Saint Louis University 403(b) Annuity PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($M): 807.422854 · Participants: 7405Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($M): 707.815909 · Participants: 11821Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($M): 370.898072 · Participants: 5418Bjc 403(b) PlanWebster University Defined Contribution Retirement Plan, Total assets ($M): 206.833121 · Participants: 706Webster University Defined Contribution Retirement Plan
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program vs. nearby Other plans in Missouri, assets vs. participants
Compare Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program side-by-side with 3 peers →

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Nichols College 403b Plan in MA ($36M); by covered participants it is The New England College of Optometry Defined Contribution Retirement Plan in MA (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program assets move in 2022? ▼
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program declined sharply - down 17.9% during 2022, from $44M to $36M. Reported net income was -$8M.
How have Ewing Marion Kauffman Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ewing Marion Kauffman Foundation's sponsor-wide assets grew 27.5%, from $36M to $46M.
Where does Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program rank by assets among Form 5500 filers? ▼
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program? ▼
Among Other plans in other states, the closest by assets is Nichols College 403b Plan in MA ($36M, 323 participants).
Which Other plans cover a similar participant headcount to Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program? ▼
Among Other plans in other states, the closest by covered participants is The New England College of Optometry Defined Contribution Retirement Plan in MA (138 participants, $41M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 436064859.

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.