Profit Sharing · DOL Form 5500 · 2023
Fontbonne University Profit Sharing Plan
Data updated 2026-08-11
- $41M
- Total assets
- 265
- Participants
- 83rd
- Percentile by assets
- $153,960
- Avg per participant
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.
- 83rd percentile by assets (of 127,072 plans)
- #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.
- $41M
- total plan assets (2023 EOY)
- 265
- covered participants
- 83rd
- percentile by assets (of 127,072 plans)
- $153,960
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Fontbonne University 403 (B) Plan reports 265 participants - about 36% of that state average ($41M EOY assets).
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)
| 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.
Fontbonne University 403 (B) Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Fontbonne University 403 (B) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Fontbonne University 403 (B) Plan assets move in 2023? ▼
How have Fontbonne University plan assets changed over time? ▼
Where does Fontbonne University 403 (B) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Fontbonne University 403 (B) Plan? ▼
Next read for Fontbonne University 403 (B) Plan
Filing takeaways
Ways to act on Fontbonne University 403 (B) Plan's numbers.
- By total assets, Fontbonne University 403 (B) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Fontbonne University's sponsor-wide assets have declined 2.6% since 2022 across 3 plan years on file. More Educational Services plans