Other · DOL Form 5500 · 2023

Ewing Marion Kauffman Foundation Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
101
Participants Small participant base
83rd
Percentile by assets National rank
$413,238
Avg per participant High balance/head
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Official DOL plan name: Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program · Sponsored by Ewing Marion Kauffman Foundation · Missouri · Other Services

$42M in assets, 101 participants

Ewing Marion Kauffman Foundation's Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program reported $42M in total assets and 101 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.

  • #7,255 in Other Services (7,857 peers)

Coverage in Missouri

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program covers 101 participants in Missouri, about 14% of the average Missouri filer (state average ~737 per filing). Assets: $42M.

#7,255
in Other Services (7,857 peers)
+15.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program's outsized position by total assets

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program vs every filed plan by assets

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

$41,737,045 Top 17% higher than 83% 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

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program 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. Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program reported participants fell from 138 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program end-of-year assets rose from $36M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 436064859 · Ewing Marion Kauffman Foundation PY 2023 · Other

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program · $42M · 101 · 83rd

  • EOY $42M
  • 5500 101
  • ASSETS 83rd
  • PCT Other
  • EIN near Santa Catalina School DC Plan Retirement Plan
  • RANK ind #7255

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 Missouri →

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program in the asset neighbourhood

Rocky Mountain Institute Tax Sheltered Annuity PlanRocky Mountain Institute Tax…$42MEwing Marion Kauffman Foundation Tax Sheltered Annuity ProgramEwing Marion Kauffman Founda…$42MSanta Catalina School DC Plan Retirement PlanSanta Catalina School DC Pla…$42MMidwest Transplant Network, Inc. 403(b) Retirement PlanMidwest Transplant Network, …$42MThe New York Academy of Medicine Retirement PlanThe New York Academy of Medi…$42M
End-of-year total assets ($M) among Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN436064859
Plan Effective Date1991-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ewing Marion Kauffman Foundation)

Sponsor-wide plan assets over time

All Ewing Marion Kauffman Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$46M 27.536142147192088% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $36M $46M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 138 $36M
2023 1 101 $42M
2024 1 81 $46M

Nearby Other Plans in Missouri

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

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program, Total assets ($B): 0.041737045 · Participants: 101Ewing Marion Kauffman Foundation Tax Sheltered Annuity ProgramWashington 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
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program vs. nearby Other plans in Missouri, assets vs. participants
Compare Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program side-by-side with 3 peers →

Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Santa Catalina School DC Plan Retirement Plan in CA ($42M); by covered participants it is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program assets move in 2023? ▼
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program grew sharply - up 15.8% during 2023, from $36M to $42M. Reported net income was $6M.
How have Ewing Marion Kauffman Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ewing Marion Kauffman Foundation's sponsor-wide assets grew 27.5%, from $36M to $46M.
Where does Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program rank by assets among Form 5500 filers? ▼
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program ranks in the 83rd 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 Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program? ▼
Among Other plans in other states, the closest by assets is Santa Catalina School DC Plan Retirement Plan in CA ($42M, 133 participants).
Which Other plans cover a similar participant headcount to Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program? ▼
Among Other plans in other states, the closest by covered participants is Girl Scouts-North Carolina Coastal Pines 403(b) Thrift Plan in NC (101 participants, $7M 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 436064859.

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.