Other · DOL Form 5500 · 2023

Friends University Retirement Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
261
Participants Below avg headcount
82nd
Percentile by assets National rank
$138,714
Avg per participant Near avg balance/head
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Official DOL plan name: Friends University DC and Tda Plan · Sponsored by Friends University · Kansas · Educational Services

$36M in assets, 261 participants

Friends University's Friends University DC and Tda Plan reported $36M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,531 in Educational Services (3,735 peers)

Where Friends University DC and Tda Plan sits by assets

Friends University DC and Tda Plan sits in the top quartile of all filed plans by assets, $36M for 261 participants (~$138,714/participant), up 10.6% in 2023.

#2,531
in Educational Services (3,735 peers)
+10.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Friends University DC and Tda Plan's outsized position by total assets

Friends University DC and Tda Plan vs every filed plan by assets

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

$36,204,444 Top 18% higher than 82% 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

Friends University DC and Tda 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. Friends University DC and Tda Plan sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Friends University DC and Tda Plan reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Friends University DC and Tda Plan end-of-year assets rose from $33M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 480547702 · Friends University PY 2023 · Other

Friends University DC and Tda Plan · $36M · 261 · 82nd

  • EBSA $36M
  • PART 261
  • TYPE 82nd
  • NET Other
  • BOOK near Service Coordination, Inc. Tax Deferred Savings Plan
  • VS-ST ind #2531

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 Kansas →

Friends University DC and Tda Plan in the asset neighbourhood

Thiel College Retirement Plan$36MFriends University DC and Tda PlanFriends University DC and Td…$36MService Coordination, Inc. Tax Deferred Savings PlanService Coordination, Inc. T…$36MPinewood-Oakwood School 403(b) Retirement PlanPinewood-Oakwood School 403(…$36MPrairie Ridge Health, Inc. Employer Matched 403(b)Prairie Ridge Health, Inc. E…$36M
End-of-year total assets ($M) among Friends University DC and Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$36M
Net Income$4M
Employer EIN480547702
Plan Effective Date1947-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Friends University)

Sponsor-wide plan assets over time

All Friends University plans reported in each filing year

Latest sponsor-wide plan assets
$37M 12.791588465907852% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $32.7M $36.9M ▲ +12.8%
Year Plans Participants Total Assets
2022 1 261 $33M
2023 1 261 $36M
2024 1 549 $37M

Nearby Other Plans in Kansas

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

Friends University DC and Tda Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0200400600 Total assets ($M) Participants Friends University DC and Tda Plan, Total assets ($M): 36.204444 · Participants: 261Friends University DC and Tda PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 553.48037 · Participants: 5717Stormont-Vail Healthcare Employee 403(b) PlanOlathe Health System, Inc. Tsa Retirement Plan, Total assets ($M): 194.589342 · Participants: 2326Olathe Health System, Inc. Tsa Retirement PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 103.791856 · Participants: 1503Hays Medical Center Employee's Tax Deferred Annuity PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 41.715049 · Participants: 225Midwest Transplant Network, Inc. 403(b) Retirement PlanOttawa University DC Plan, Total assets ($M): 38.535436 · Participants: 496Ottawa University DC Plan
Friends University DC and Tda Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare Friends University DC and Tda Plan side-by-side with 3 peers →

Friends University DC and Tda Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Service Coordination, Inc. Tax Deferred Savings Plan in MD ($36M); by covered participants it is The Americas 403(b) Mep as Adopted by the Joseph P. Addabbo Family Health Center, Inc. in NY (261 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Friends University DC and Tda Plan assets move in 2023? ▼
Friends University DC and Tda Plan grew at a solid clip - up 10.6% during 2023, from $33M to $36M. Reported net income was $4M.
How have Friends University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Friends University's sponsor-wide assets grew 12.8%, from $33M to $37M.
Where does Friends University DC and Tda Plan rank by assets among Form 5500 filers? ▼
Friends University DC and Tda Plan ranks in the 82nd 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 Friends University DC and Tda Plan? ▼
Among Other plans in other states, the closest by assets is Service Coordination, Inc. Tax Deferred Savings Plan in MD ($36M, 795 participants).
Which Other plans cover a similar participant headcount to Friends University DC and Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is The Americas 403(b) Mep as Adopted by the Joseph P. Addabbo Family Health Center, Inc. in NY (261 participants, N/A 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 480547702.

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.