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
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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

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

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

Ku Endowment Association Employees 401(k) PlanKu Endowment Association Emp…$27MKoroseal Interior Products Retirement Savings Plan and TrustKoroseal Interior Products R…$27MMarc Glassman, Inc. 401(k) PlanMarc Glassman, Inc. 401(k) P…$27MSuburban Adult Services, Inc. 401(k) PlanSuburban Adult Services, Inc…$27MWinklevoss Consultants, Inc. Savings & Retirement PlanWinklevoss Consultants, Inc.…$27M
End-of-year total assets ($M) among Ku Endowment Association Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kansas filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$27M
Net Income-$6M
Employer EIN480547734
Plan Effective Date2002-01-01
Filing StatusFILING 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
$70M$75M$80M$85M$90M 202220232024 $73.1M $87.9M ▲ +20.2%
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.

Ku Endowment Association Employees 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Ku Endowment Association Employees 401(k) Plan, Total assets ($B): 0.02685953 · Participants: 158Ku Endowment Association Employees 401(k) PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Ku Endowment Association Employees 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

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.

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.

Frequently Asked Questions

How did Ku Endowment Association Employees 401(k) Plan assets move in 2022?
Ku Endowment Association Employees 401(k) Plan declined sharply - down 19.4% during 2022, from $33M to $27M. Reported net income was -$6M.
How have Kansas University Endowment Association plan assets changed over time?
Across 3 plan years on file (2022-2024), Kansas University Endowment Association's sponsor-wide assets grew 20.2%, from $73M to $88M.
Where does Ku Endowment Association Employees 401(k) Plan rank by assets among Form 5500 filers?
Ku Endowment Association Employees 401(k) Plan ranks in the 81st 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 401(k) plans are similar in size to Ku Endowment Association Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Koroseal Interior Products Retirement Savings Plan and Trust in OH ($27M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Ku Endowment Association Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 participants, N/A in assets).