Other · DOL Form 5500 · 2023
Central Methodist University Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 305
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $131,166
- Avg per participant Near avg balance/head
Official DOL plan name: Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan · Sponsored by Central Methodist University · Missouri · Educational Services
$40M in assets, 305 participants
Central Methodist University's Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan reported $40M in total assets and 305 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.
- #2,600 in Educational Services (3,735 peers)
Coverage in Missouri
Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan covers 305 participants in Missouri, about 41% of the average Missouri filer (state average ~737 per filing). Assets: $40M.
- #2,600
- in Educational Services (3,735 peers)
- +14.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan's outsized position by total assets
Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,005,767 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
Central Methodist University DC Retirement Plan 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. Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan sits mid-pack in the medium band (305 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan end-of-year assets rose from $35M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan reported participants rose from 288 in the plan year 2022 filing to 305 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 430654854 · Central Methodist University PY 2023 · Other
Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan · $40M · 305 · 83rd
- EIN $40M
- EIN 305
- EIN 83rd
- EIN Other
- EIN near Unity Health Care, Inc. 403 (B) Plan
- EIN ind #2600
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 →
Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $5M |
| Employer EIN | 430654854 |
| Plan Effective Date | 1964-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Central Methodist University)
Sponsor-wide plan assets over time
All Central Methodist University plans reported in each filing year
- Latest sponsor-wide plan assets
- $43M 21.76716386620458% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $35M |
| 2023 | 1 | 305 | $40M |
| 2024 | 1 | 326 | $43M |
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
Central Methodist University DC Retirement Plan and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Unity Health Care, Inc. 403 (B) Plan in DC ($40M); by covered participants it is Cherokee Regional Medical Center Tax Deferred Annuity Plan in IA (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Unity Health Care, Inc. 403 (B) Plan (DC) $40M · 895
- Darlington School DC Plan (GA) $40M · 179
- Immaculata University Defined Contribution Retirement Plan (PA) $40M · 357
- Mt. Washington Pediatric Hospital 403(b) Plan (MD) $40M · 535
Similar participant headcount
Nearest other-state filings by covered participants (305 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.