Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Central Methodist University · Missouri · Educational Services

What the 2023 filing shows

Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan holds $35M for 288 participants — about $121,768 per participant, down 14.7% over the 2022 plan year.

$35M
total plan assets (2022 EOY)
288
covered participants
$121,768
avg assets per participant
-14.7%
assets change YoY

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.

Total Assets (2023)
$35M
Participants
288
State
Industry
Educational Services

What the Filing Says About Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan

Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan is a Profit Sharing retirement plan sponsored by Central Methodist University, headquartered in Missouri. As of the 2022 Form 5500 filing, the plan reports $35M in total end-of-year assets and covers 288 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 430654854, and the plan has been effective since 1964-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2022 to $35M at year-end — a decline of 14.7%. Net assets (after liabilities) closed the year at $35M, with reported net income of $-6,023,022 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$41M
Total Assets (End of Year)$35M
Net Assets (End of Year)$35M
Net Income$-6,023,022
Plan TypeProfit Sharing
Employer EIN430654854
Plan Effective Date1964-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Central Methodist University)

Year Plans Participants Total Assets
2022 1 288 $35M
2023 1 305 $40M
2024 1 326 $43M

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan?
As of the 2022 Form 5500 filing, Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan holds $35M in total assets with 288 participants. It is sponsored by Central Methodist University.
What type of plan is Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan?
Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan is a Profit Sharing plan. It has been effective since 1964-09-01. The plan is filed with the U.S. Department of Labor under EIN 430654854.
Who sponsors the Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan?
Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan is sponsored by Central Methodist University, located in Missouri. The sponsor's EIN is 430654854 and the plan operates in the Educational Services industry.
How did Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan perform in 2022?
Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan declined by 14.7% during 2022, moving from $41M to $35M in total assets. Net income was $-6,023,022.
Where can I find official filings for Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan?
Official Form 5500 filings for Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430654854 or plan name at efast.dol.gov.
How does Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan compare to other plans?
You can compare Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan against other Profit Sharing plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 430654854.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.