Other · DOL Form 5500 · 2023

Lindenwood University Retirement Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
568
Participants Below avg headcount
89th
Percentile by assets National rank
$128,369
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lindenwood University Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Lindenwood University · Missouri · Educational Services

$73M in assets, 568 participants

Lindenwood University's Lindenwood University Defined Contribution and Tax Deferred Annuity Plan reported $73M in total assets and 568 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,995 in Educational Services (3,735 peers)

Where Lindenwood University Defined Contribution and Tax Deferred Annuity Plan sits by assets

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $73M for 568 participants (~$128,369/participant), up 19.5% in 2023.

#2,995
in Educational Services (3,735 peers)
+19.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets

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

$72,913,538 Top 11% higher than 89% 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

Lindenwood University Defined Contribution and Tax Deferred Annuity 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. Lindenwood University Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (568 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lindenwood University Defined Contribution and Tax Deferred Annuity Plan reported net income rose from -$8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Lindenwood University Defined Contribution and Tax Deferred Annuity Plan end-of-year assets rose from $61M in the plan year 2022 filing to $73M in the plan year 2023 filing.
  • Lindenwood University Defined Contribution and Tax Deferred Annuity Plan reported participants rose from 549 in the plan year 2022 filing to 568 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430652649 · Lindenwood University PY 2023 · Other

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan · $73M · 568 · 89th

  • NET $73M
  • BOOK 568
  • VS-ST 89th
  • BOY Other
  • SCH near American College of Radiology 403(b) Plan
  • EBSA ind #2995

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 →

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood

Culver Educational Foundation Defined Contribution Retirement PlanCulver Educational Foundatio…$73MAmerican College of Radiology 403(b) PlanAmerican College of Radiolog…$73MLindenwood University Defined Contribution and Tax Deferred Annuity PlanLindenwood University Define…$73M403(b) Thrift Plan for Lifenet Virginia Beach, Virginia403(b) Thrift Plan for Lifen…$73MMcdonogh School Retirement PlanMcdonogh School Retirement P…$72M
End-of-year total assets ($M) among Lindenwood University Defined Contribution and Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$73M
Net Income$12M
Employer EIN430652649
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lindenwood University)

Sponsor-wide plan assets over time

All Lindenwood University plans reported in each filing year

Latest sponsor-wide plan assets
$81M 32.145141982417194% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61M $80.6M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 549 $61M
2023 1 568 $73M
2024 1 951 $81M

Nearby Other Plans in Missouri

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

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Lindenwood University Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.072913538 · Participants: 568Lindenwood University Defined Contribution and Tax Deferred Annuity PlanWashington University Retirement Savings Plan, Total assets ($B): 6.741301721 · Participants: 25521Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 0.969276726 · Participants: 8984Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.909883587 · Participants: 4784Saint Louis University 403(b) Annuity PlanCox Savings Incentive Plan, Total assets ($B): 0.836087645 · Participants: 12220Cox Savings Incentive PlanBjc 403(b) Plan, Total assets ($B): 0.448402831 · Participants: 5284Bjc 403(b) Plan
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is American College of Radiology 403(b) Plan in VA ($73M); by covered participants it is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants). Same-state nearby plans are listed separately above.

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 Lindenwood University Defined Contribution and Tax Deferred Annuity Plan assets move in 2023?
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan grew sharply - up 19.5% during 2023, from $61M to $73M. Reported net income was $12M.
How have Lindenwood University plan assets changed over time?
Across 3 plan years on file (2022-2024), Lindenwood University's sponsor-wide assets grew 32.1%, from $61M to $81M.
Where does Lindenwood University Defined Contribution and Tax Deferred Annuity Plan rank by assets among Form 5500 filers?
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan ranks in the 89th 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 Other plans are similar in size to Lindenwood University Defined Contribution and Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by assets is American College of Radiology 403(b) Plan in VA ($73M, 555 participants).
Which Other plans cover a similar participant headcount to Lindenwood University Defined Contribution and Tax Deferred Annuity Plan?
Among Other plans in other states, the closest by covered participants is La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust in NM (568 participants, $24M in assets).