Other · DOL Form 5500 · 2022
William Jewell College Retirement Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 196
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $228,006
- Avg per participant Above avg balance/head
Official DOL plan name: William Jewell College 403(b) Plan · Sponsored by William Jewell College · Missouri · Educational Services
$45M in assets, 196 participants
William Jewell College's William Jewell College 403(b) Plan reported $45M in total assets and 196 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #3,061 in Educational Services (4,024 peers)
Coverage in Missouri
William Jewell College 403(b) Plan covers 196 participants in Missouri, about 27% of the average Missouri filer (state average ~737 per filing). Assets: $45M.
- #3,061
- in Educational Services (4,024 peers)
- -19.8%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
William Jewell College 403(b) Plan's outsized position by total assets
William Jewell College 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$44,689,129 Top 13% higher than 87% 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
William Jewell College 403(b) 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. William Jewell College 403(b) Plan sits mid-pack in the medium band (196 participants).
Form 5500 schedule snapshot
Filing strip 440545914 · William Jewell College PY 2022 · Other
William Jewell College 403(b) Plan · $45M · 196 · 87th
- TYPE $45M
- TYPE 196
- TYPE 87th
- TYPE Other
- TYPE near Central Park Conservancy 403(b) Retirement Plan
- TYPE ind #3061
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 →
William Jewell College 403(b) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | -$11M |
| Employer EIN | 440545914 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Jewell College)
Sponsor-wide plan assets over time
All William Jewell College plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 20.010054346774133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $45M |
| 2023 | 1 | 197 | $50M |
| 2024 | 1 | 189 | $54M |
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
William Jewell College 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Central Park Conservancy 403(b) Retirement Plan in NY ($45M); by covered participants it is Greater Springfield Senior Services 403(b) Thrift Plan in MA (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
- Greater Springfield Senior Services 403(b) Thrift Plan (MA) 196 · 0 off
- The Williston Northampton School Defined Contribution Retirement Plan (MA) 196 · 0 off
- University Emergency Medical Services, Inc. Defined Contribution Plan (NY) 196 · 0 off
- Hadassah, the Womens Zionist Organization of America, Inc. 403(b) Plan (NY) 196 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.