401(k) · DOL Form 5500 · 2023

Cleveland University - Kansas City 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
124
Participants Small participant base
50th
Percentile by assets National rank
$54,556
Avg per participant Low balance/head
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Official DOL plan name: Cleveland University - Kansas City Employees Retirement Plan · Sponsored by Cleveland University - Kansas City · Kansas · Educational Services

$7M in assets, 124 participants

Cleveland University - Kansas City's Cleveland University - Kansas City Employees Retirement Plan reported $7M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #1,294 in Educational Services (3,735 peers)

Coverage in Kansas

Cleveland University - Kansas City Employees Retirement Plan covers 124 participants in Kansas, about 34% of the average Kansas filer (state average ~360 per filing). Assets: $7M.

#1,294
in Educational Services (3,735 peers)
+7.8%
assets growth YoY

Cleveland University - Kansas City Employees Retirement Plan's mid-pack asset rank among Educational Services and all filers

Cleveland University - Kansas City Employees Retirement Plan vs every filed plan by assets

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

$6,764,924 Top 50% higher than 50% 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

Cleveland University - Kansas City Employees 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. Cleveland University - Kansas City Employees Retirement Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleveland University - Kansas City Employees Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $487K in the plan year 2023 filing.
  • Cleveland University - Kansas City Employees Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Cleveland University - Kansas City Employees Retirement Plan reported participants fell from 129 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 446000294 · Cleveland University - Kansas City PY 2023 · 401(k)

Cleveland University - Kansas City Employees Retirement Plan · $7M · 124 · 50th

  • PCT $7M
  • EIN 124
  • RANK 50th
  • PHOTO 401(k)
  • IND near Community Catalyst, Inc. Retirement Plan
  • EOY ind #1294

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 →

Cleveland University - Kansas City Employees Retirement Plan in the asset neighbourhood

Semler Scientific, Inc. Retirement TrustSemler Scientific, Inc. Reti…$7MCleveland University - Kansas City Employees Retirement PlanCleveland University - Kansa…$7MCommunity Catalyst, Inc. Retirement PlanCommunity Catalyst, Inc. Ret…$7MWestern Materials, Inc. Salary Reduction and Saving PlanWestern Materials, Inc. Sala…$7MSscp Management Group 401(k) PlanSscp Management Group 401(k)…$7M
End-of-year total assets ($M) among Cleveland University - Kansas City Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$487K
Employer EIN446000294
Plan Effective Date1981-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleveland University - Kansas City)

Sponsor-wide plan assets over time

All Cleveland University - Kansas City plans reported in each filing year

Latest sponsor-wide plan assets
$8M 26.810908496075132% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.28M $7.96M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 129 $6M
2023 1 124 $7M
2024 1 137 $8M

Nearby 401(k) Plans in Kansas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Cleveland University - Kansas City Employees Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Cleveland University - Kansas City Employees Retirement Plan, Total assets ($B): 0.006764924 · Participants: 124Cleveland University - Kansas City Employees Retirement PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Cleveland University - Kansas City Employees Retirement Plan vs. nearby 401(k) plans in Kansas, assets vs. participants

Cleveland University - Kansas City Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Community Catalyst, Inc. Retirement Plan in MA ($7M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Cleveland University - Kansas City Employees Retirement Plan assets move in 2023?
Cleveland University - Kansas City Employees Retirement Plan grew at a solid clip - up 7.8% during 2023, from $6M to $7M. Reported net income was $487K.
How have Cleveland University - Kansas City plan assets changed over time?
Across 3 plan years on file (2022-2024), Cleveland University - Kansas City's sponsor-wide assets grew 26.8%, from $6M to $8M.
Which 401(k) plans are similar in size to Cleveland University - Kansas City Employees Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Community Catalyst, Inc. Retirement Plan in MA ($7M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland University - Kansas City Employees Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M in assets).