401(k) · DOL Form 5500 · 2023

Kansas University Endowment Association 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
164
Participants Small participant base
79th
Percentile by assets National rank
$175,161
Avg per participant Above avg balance/head
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Official DOL plan name: Ku Endowment Association Employees 401(k) Plan · Sponsored by Kansas University Endowment Association · Kansas · Other Services

$29M in assets, 164 participants

Kansas University Endowment Association's Ku Endowment Association Employees 401(k) Plan reported $29M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,009 in Other Services (7,857 peers)

Coverage in Kansas

Ku Endowment Association Employees 401(k) Plan covers 164 participants in Kansas, about 46% of the average Kansas filer (state average ~360 per filing). Assets: $29M.

#7,009
in Other Services (7,857 peers)
+7.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ku Endowment Association Employees 401(k) Plan's outsized position by total assets

Ku Endowment Association Employees 401(k) Plan vs every filed plan by assets

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

$28,726,425 Top 21% higher than 79% 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

Ku Endowment Association Employees 401(k) 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. Ku Endowment Association Employees 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ku Endowment Association Employees 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ku Endowment Association Employees 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Ku Endowment Association Employees 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 480547734 · Kansas University Endowment Association PY 2023 · 401(k)

Ku Endowment Association Employees 401(k) Plan · $29M · 164 · 79th

  • IND $29M
  • IND 164
  • IND 79th
  • IND 401(k)
  • IND near Tricon Residential 401(k) Plan
  • IND ind #7009

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 Other Services retirement plans → · Plans in Kansas →

Ku Endowment Association Employees 401(k) Plan in the asset neighbourhood

Ku Endowment Association Employees 401(k) PlanKu Endowment Association Emp…$29MTricon Residential 401(k) PlanTricon Residential 401(k) Pl…$29MCascade Lumber Company 401(k) PlanCascade Lumber Company 401(k…$29MPfnonwovens LLC 401(k) Plan$29MFlexitallic Group 401(k) Profit Sharing PlanFlexitallic Group 401(k) Pro…$29M
End-of-year total assets ($M) among Ku Endowment Association Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN480547734
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kansas University Endowment Association)

Sponsor-wide plan assets over time

All Kansas University Endowment Association plans reported in each filing year

Latest sponsor-wide plan assets
$88M 20.188955076099248% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $73.1M $87.9M ▲ +20.2%
Year Plans Participants Total Assets
2022 2 302 $73M
2023 2 286 $82M
2024 2 328 $88M

Nearby 401(k) Plans in Kansas

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

Ku Endowment Association Employees 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Ku Endowment Association Employees 401(k) Plan, Total assets ($B): 0.028726425 · Participants: 164Ku Endowment Association Employees 401(k) 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
Ku Endowment Association Employees 401(k) Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Ku Endowment Association Employees 401(k) Plan side-by-side with 3 peers →

Ku Endowment Association Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Tricon Residential 401(k) Plan in CA ($29M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Ku Endowment Association Employees 401(k) Plan assets move in 2023? ▼
Ku Endowment Association Employees 401(k) Plan grew at a solid clip - up 7.0% during 2023, from $27M to $29M. Reported net income was $2M.
How have Kansas University Endowment Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kansas University Endowment Association's sponsor-wide assets grew 20.2%, from $73M to $88M.
Where does Ku Endowment Association Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Ku Endowment Association Employees 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ku Endowment Association Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tricon Residential 401(k) Plan in CA ($29M, 863 participants).
Which 401(k) plans cover a similar participant headcount to Ku Endowment Association Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480547734.

Read our methodology - how this data is sourced, computed, and verified.

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