Profit Sharing · DOL Form 5500 · 2023
Fontbonne University Profit Sharing Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 265
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $153,960
- Avg per participant Above avg balance/head
Official DOL plan name: Fontbonne University 403 (B) Plan · Sponsored by Fontbonne University · Missouri · Educational Services
$41M in assets, 265 participants
Fontbonne University's Fontbonne University 403 (B) Plan reported $41M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,616 in Educational Services (3,735 peers)
Coverage in Missouri
Fontbonne University 403 (B) Plan covers 265 participants in Missouri, about 36% of the average Missouri filer (state average ~737 per filing). Assets: $41M.
- #2,616
- in Educational Services (3,735 peers)
- +3.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Fontbonne University 403 (B) Plan's outsized position by total assets
Fontbonne University 403 (B) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,799,466 Top 17% higher than 83% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fontbonne University 403 (B) 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. Fontbonne University 403 (B) Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fontbonne University 403 (B) Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Fontbonne University 403 (B) Plan reported participants fell from 308 in the plan year 2022 filing to 265 in the plan year 2023 filing.
- Fontbonne University 403 (B) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $41M in the plan year 2023 filing.
DOL schedule card
Filing strip 430694556 · Fontbonne University PY 2023 · Profit Sharing
Fontbonne University 403 (B) Plan · $41M · 265 · 83rd
- NET $41M
- BOOK 265
- VS-ST 83rd
- BOY Profit Sharing
- SCH near 403(b) Thrift Plan of Community Health Care
- EBSA ind #2616
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 →
Fontbonne University 403 (B) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $1M |
| Employer EIN | 430694556 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fontbonne University)
Sponsor-wide plan assets over time
All Fontbonne University plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 2.619400208576792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $40M |
| 2023 | 1 | 265 | $41M |
| 2024 | 1 | 263 | $39M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Boilermakers National Annuity Trust $1.3B · 18,088
- Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co. $585M · 3,940
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $397M · 3,749
- I. B. E. W. Local Union No. 124 Annuity Plan $394M · 3,338
- Iron Workers St. Louis District Council Annuity Trust Fund $363M · 4,927
Fontbonne University 403 (B) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is 403(b) Thrift Plan of Community Health Care in WA ($41M); by covered participants it is Parsons Behle & Latimer Profit Sharing Plan & Trust in UT (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- 403(b) Thrift Plan of Community Health Care (WA) $41M · 535
- Minnesota Ceramic Tile and Allied Trades Retirement Fund (MN) $41M · 582
- Yakima Valley Farm Workers Clinic Profit Sharing Plan (WA) $41M · 1,792
- Arcare Retirement Plan (AR) $41M · 1,251
Similar participant headcount
Nearest other-state filings by covered participants (265 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.