Other · DOL Form 5500 · 2022
Lindenwood University Retirement Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 549
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $111,119
- Avg per participant Below avg balance/head
Official DOL plan name: Lindenwood University Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Lindenwood University · Missouri · Educational Services
$61M in assets, 549 participants
Lindenwood University's Lindenwood University Defined Contribution and Tax Deferred Annuity Plan reported $61M in total assets and 549 participants in its 2022 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.
- #3,248 in Educational Services (4,024 peers)
Where Lindenwood University Defined Contribution and Tax Deferred Annuity Plan sits by assets
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan sits in the top 10% of all filed plans by assets, $61M for 549 participants (~$111,119/participant), down 12.1% in 2022.
- #3,248
- in Educational Services (4,024 peers)
- -12.1%
- assets change YoY
- 0.6×
- 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.
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$61,004,596 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan 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. Lindenwood University Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (549 participants).
Plan-year Form 5500 strip
Filing strip 430652649 · Lindenwood University PY 2022 · Other
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan · $61M · 549 · 90th
- PART $61M
- PART 549
- PART 90th
- PART Other
- PART near Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees
- PART ind #3248
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 Missouri →
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | -$8M |
| Employer EIN | 430652649 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lindenwood University)
Sponsor-wide plan assets over time
All Lindenwood University plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 32.145141982417194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 549 | $61M |
| 2023 | 1 | 568 | $73M |
| 2024 | 1 | 951 | $81M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
- Saint Louis University 403(b) Annuity Plan $842M · 2,398
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $807M · 7,405
- Cox Savings Incentive Plan $708M · 11,821
- Bjc 403(b) Plan $371M · 5,418
- Webster University Defined Contribution Retirement Plan $207M · 706
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees in WI ($61M); by covered participants it is Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. in PA (548 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- Twin Disc, Inc Combined Retirement Plan for Racine Hourly and Salaried Employees (WI) $61M · N/A
- Froedtert South, Inc. Matched 403(b) Retirement Savings Plan (WI) $61M · 2,065
- Radiological Society of North America Defined Contribution Retirement Plan (IL) $61M · 209
- Carnegie Institution of Washington Supplemental Retirement Annuity (Sra) Plan (DC) $61M · 244
Similar participant headcount
Nearest other-state filings by covered participants (549 participants); asset peers above are excluded.
- Tax Sheltered Annuity Retirement Plan of Menno Haven, Inc. (PA) 548 · 1 off
- Ohio County Hospital Tax Deferred Annuity Retirement Plan (KY) 550 · 1 off
- Local Initiatives Support Corporation Tax Sheltered Annuity Plan (NY) 547 · 2 off
- Public Broadcasting Service Defined Contribution Retirement Plan (VA) 547 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.