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
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
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.
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
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $12M |
| Employer EIN | 430652649 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING 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
| 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.
- Washington University Retirement Savings Plan $6.7B · 25,521
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $969M · 8,984
- Saint Louis University 403(b) Annuity Plan $910M · 4,784
- Cox Savings Incentive Plan $836M · 12,220
- Bjc 403(b) Plan $448M · 5,284
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
Similar participant headcount
Nearest other-state filings by covered participants (568 participants); asset peers above are excluded.
- La Clinica De Familia, Inc. 401(k) Employee's Retirment Plan & Trust (NM) 568 · 0 off
- The Edison Institute 403(b) Tda Plan (MI) 568 · 0 off
- Local Initiatives Support Corporation Tax Sheltered Annuity Plan (NY) 568 · 0 off
- 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford (CT) 568 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.