Other · DOL Form 5500 · 2022
Fontbonne University Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 308
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $128,509
- Avg per participant Near avg balance/head
Official DOL plan name: Fontbonne University Defined Contribution Retirement Plan · Sponsored by Fontbonne University · Missouri · Educational Services
$40M in assets, 308 participants
Fontbonne University's Fontbonne University Defined Contribution Retirement Plan reported $40M in total assets and 308 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- #2,979 in Educational Services (4,024 peers)
Coverage in Missouri
Fontbonne University Defined Contribution Retirement Plan covers 308 participants in Missouri, about 42% of the average Missouri filer (state average ~737 per filing). Assets: $40M.
- #2,979
- in Educational Services (4,024 peers)
- -14.1%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fontbonne University Defined Contribution Retirement Plan's outsized position by total assets
Fontbonne University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$39,580,626 Top 14% higher than 86% 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
Fontbonne University Defined Contribution Retirement 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. Fontbonne University Defined Contribution Retirement Plan sits mid-pack in the medium band (308 participants).
Form 5500 schedule snapshot
Filing strip 430694556 · Fontbonne University PY 2022 · Other
Fontbonne University Defined Contribution Retirement Plan · $40M · 308 · 86th
- BOY $40M
- BOY 308
- BOY 86th
- BOY Other
- BOY near Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan
- BOY ind #2979
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 →
Fontbonne University Defined Contribution Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$7M |
| Employer EIN | 430694556 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fontbonne University)
Sponsor-wide plan assets over time
All Fontbonne University plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 2.619400208576792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $40M |
| 2023 | 1 | 265 | $41M |
| 2024 | 1 | 263 | $39M |
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
Fontbonne University Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan in CA ($40M); by covered participants it is St. Marks School of Texas Matching Plan in TX (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Community Action Partnership of San Luis Obispo County, Inc. 403(b)Plan (CA) $40M · 863
- Ridgecrest Regional Hospital Special Contributory Tsa Pension Plan (CA) $40M · 834
- Hill Country Memorial Hospital 403(b) Retirement Plan (TX) $40M · 635
- Employee Benefit Plan of Heart of Texas Region Mh/Mr Center (TX) $40M · 441
Similar participant headcount
Nearest other-state filings by covered participants (308 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.