Profit Sharing · DOL Form 5500 · 2023

Ewing Marion Kauffman School, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
146
Participants Small participant base
38th
Percentile by assets National rank
$24,057
Avg per participant Low balance/head
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Official DOL plan name: Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan · Sponsored by Ewing Marion Kauffman School, Inc. · Missouri · Educational Services

$4M in assets, 146 participants

Ewing Marion Kauffman School, Inc.'s Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan reported $4M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #936 in Educational Services (3,735 peers)

Coverage in Missouri

Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan covers 146 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $4M.

#936
in Educational Services (3,735 peers)
+26.7%
assets growth YoY

Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan's mid-pack asset rank among Educational Services and all filers

Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,512,302 38th percentile higher than 38% of 127,068 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 2023

Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan reported net income rose from -$420K in the plan year 2022 filing to $739K in the plan year 2023 filing.
  • Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan reported participants rose from 135 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271982958 · Ewing Marion Kauffman School, Inc. PY 2023 · Profit Sharing

Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan · $4M · 146 · 38th

  • PHOTO $4M
  • IND 146
  • EOY 38th
  • 5500 Profit Sharing
  • ASSETS near Concepts of Independence, Inc. Staff Profit Sharing Plan
  • PCT ind #936

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 →

Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan in the asset neighbourhood

Ewing Marion Kauffman School, Inc. 403(b) Retirement PlanEwing Marion Kauffman School…$4MConcepts of Independence, Inc. Staff Profit Sharing PlanConcepts of Independence, In…$4MVartanian & Sons, Inc. Profit Sharing PlanVartanian & Sons, Inc. Profi…$4MRobert J Barr$4MAlabama Air Systems, Inc. Profit Sharing Plan and TrustAlabama Air Systems, Inc. Pr…$4M
End-of-year total assets ($M) among Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$739K
Employer EIN271982958
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ewing Marion Kauffman School, Inc.)

Sponsor-wide plan assets over time

All Ewing Marion Kauffman School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 57.626357110197276% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $2.77M $4.37M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 135 $3M
2023 1 146 $4M
2024 1 132 $4M

Nearby Profit Sharing Plans in Missouri

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

Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan, Total assets ($B): 0.003512302 · Participants: 146Ewing Marion Kauffman School, Inc. 403(b) Retirement PlanBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants

Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Concepts of Independence, Inc. Staff Profit Sharing Plan in NY ($4M); by covered participants it is Thomas College DC Retirement Plan in ME (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan assets move in 2023?
Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan grew sharply - up 26.7% during 2023, from $3M to $4M. Reported net income was $739K.
How have Ewing Marion Kauffman School, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ewing Marion Kauffman School, Inc.'s sponsor-wide assets grew 57.6%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Concepts of Independence, Inc. Staff Profit Sharing Plan in NY ($4M, 135 participants).
Which Profit Sharing plans cover a similar participant headcount to Ewing Marion Kauffman School, Inc. 403(b) Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Thomas College DC Retirement Plan in ME (146 participants, $21M in assets).