Other · DOL Form 5500 · 2022

Friends University Retirement Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
261
Participants Below avg headcount
84th
Percentile by assets National rank
$125,373
Avg per participant Near avg balance/head
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Official DOL plan name: Friends University DC and Tda Plan · Sponsored by Friends University · Kansas · Educational Services

$33M in assets, 261 participants

Friends University's Friends University DC and Tda Plan reported $33M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,829 in Educational Services (4,024 peers)

Where Friends University DC and Tda Plan sits by assets

Friends University DC and Tda Plan sits in the top quartile of all filed plans by assets, $33M for 261 participants (~$125,373/participant), down 20.3% in 2022.

#2,829
in Educational Services (4,024 peers)
-20.3%
assets change YoY
0.3×
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.

Friends University DC and Tda Plan's outsized position by total assets

Friends University DC and Tda Plan vs every filed plan by assets

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

$32,722,402 Top 16% higher than 84% 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

Friends University DC and Tda 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. Friends University DC and Tda Plan sits mid-pack in the medium band (261 participants).

DOL schedule card

Filing strip 480547702 · Friends University PY 2022 · Other

Friends University DC and Tda Plan · $33M · 261 · 84th

  • EBSA $33M
  • PART 261
  • TYPE 84th
  • NET Other
  • BOOK near Town School for Boys DC Retirement Plan
  • VS-ST ind #2829

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 Kansas →

Friends University DC and Tda Plan in the asset neighbourhood

Oglethorpe University 403(b) Retirement ProgramOglethorpe University 403(b)…$33MChc Retirement Savings Plan$33MTown School for Boys DC Retirement PlanTown School for Boys DC Reti…$33MFriends University DC and Tda PlanFriends University DC and Td…$33MMountain Park Health Center Retirement PlanMountain Park Health Center …$33M
End-of-year total assets ($M) among Friends University DC and Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$33M
Net Income-$8M
Employer EIN480547702
Plan Effective Date1947-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Friends University)

Sponsor-wide plan assets over time

All Friends University plans reported in each filing year

Latest sponsor-wide plan assets
$37M 12.791588465907852% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $32.7M $36.9M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 261 $33M
2023 1 261 $36M
2024 1 549 $37M

Nearby Other Plans in Kansas

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

Friends University DC and Tda Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300400500 Total assets ($M) Participants Friends University DC and Tda Plan, Total assets ($M): 32.722402 · Participants: 261Friends University DC and Tda PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 430.277334 · Participants: 5334Stormont-Vail Healthcare Employee 403(b) PlanOlathe Health System, Inc. Tsa Retirement Plan, Total assets ($M): 165.01928 · Participants: 2265Olathe Health System, Inc. Tsa Retirement PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 89.791656 · Participants: 1905Hays Medical Center Employee's Tax Deferred Annuity PlanOttawa University DC Plan, Total assets ($M): 34.985478 · Participants: 349Ottawa University DC PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 34.221063 · Participants: 220Midwest Transplant Network, Inc. 403(b) Retirement Plan
Friends University DC and Tda Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare Friends University DC and Tda Plan side-by-side with 3 peers →

Friends University DC and Tda Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Town School for Boys DC Retirement Plan in CA ($33M); by covered participants it is World Education Services, Inc. 403(b) Tax Deferred Annuity Plan in NY (261 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Friends University DC and Tda Plan assets move in 2022? ▼
Friends University DC and Tda Plan declined sharply - down 20.3% during 2022, from $41M to $33M. Reported net income was -$8M.
How have Friends University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Friends University's sponsor-wide assets grew 12.8%, from $33M to $37M.
Where does Friends University DC and Tda Plan rank by assets among Form 5500 filers? ▼
Friends University DC and Tda Plan ranks in the 84th 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 Friends University DC and Tda Plan? ▼
Among Other plans in other states, the closest by assets is Town School for Boys DC Retirement Plan in CA ($33M, 124 participants).
Which Other plans cover a similar participant headcount to Friends University DC and Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is World Education Services, Inc. 403(b) Tax Deferred Annuity Plan in NY (261 participants, $24M 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 480547702.

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.