Other · DOL Form 5500 · 2023

Friends University Retirement Plan

Data updated 2026-08-11

$36M
Total assets
261
Participants
82nd
Percentile by assets
$138,714
Avg per participant
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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.

  • 82nd percentile by assets (of 127,072 plans)
  • #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.

$36M
total plan assets (2023 EOY)
261
covered participants
82nd
percentile by assets (of 127,072 plans)
$138,714
avg assets per participant

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 →

State

Friends University DC and Tda Plan vs the 2023 asset distribution

By assets, Friends University DC and Tda Plan outranks 82% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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)

$32M$34M$36M$38M 202220232024 $32.7M $36.9M ▲ +12.8%
Total plan assets by year, all Friends University plans on file
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

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 D…Stormont-Vail Health…Olathe Health System…Hays Medical Center …Midwest Transplant N…Ottawa University DC…
Friends University DC and Tda Plan vs. nearby Other plans in Kansas, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Friends University DC and Tda Plan by total assets, not by location.

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).

Next read for Friends University DC and Tda Plan

Scale reading

Ways to act on Friends University DC and Tda Plan's numbers.