401(k) · DOL Form 5500 · 2022
Kansas University Endowment Association 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 158
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $169,997
- Avg per participant Above avg balance/head
Official DOL plan name: Ku Endowment Association Employees 401(k) Plan · Sponsored by Kansas University Endowment Association · Kansas · Other Services
$27M in assets, 158 participants
Kansas University Endowment Association's Ku Endowment Association Employees 401(k) Plan reported $27M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #7,600 in Other Services (8,398 peers)
Coverage in Kansas
Ku Endowment Association Employees 401(k) Plan covers 158 participants in Kansas, about 44% of the average Kansas filer (state average ~360 per filing). Assets: $27M.
- #7,600
- in Other Services (8,398 peers)
- -19.4%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ku Endowment Association Employees 401(k) Plan's outsized position by total assets
Ku Endowment Association Employees 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,859,530 Top 19% higher than 81% 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
Ku Endowment Association Employees 401(k) 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. Ku Endowment Association Employees 401(k) Plan sits mid-pack in the medium band (158 participants).
Plan-year Form 5500 strip
Filing strip 480547734 · Kansas University Endowment Association PY 2022 · 401(k)
Ku Endowment Association Employees 401(k) Plan · $27M · 158 · 81st
- 5500 $27M
- ASSETS 158
- PCT 81st
- EIN 401(k)
- RANK near Koroseal Interior Products Retirement Savings Plan and Trust
- PHOTO ind #7600
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 Kansas →
Ku Endowment Association Employees 401(k) Plan in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$6M |
| Employer EIN | 480547734 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kansas University Endowment Association)
Sponsor-wide plan assets over time
All Kansas University Endowment Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 20.188955076099248% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 302 | $73M |
| 2023 | 2 | 286 | $82M |
| 2024 | 2 | 328 | $88M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Industries Inc Employees' Savings Plan $3.4B · 11,970
- Black & Veatch Retirement Program $2.3B · 6,182
- Performance Contracting Group, Inc. ESOP/401(k) Plan $1.9B · 1,231
- Garmin International, Inc. Retirement Plan $1.4B · 6,273
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.1B · 7,558
Ku Endowment Association Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Koroseal Interior Products Retirement Savings Plan and Trust in OH ($27M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (158 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.