Other · DOL Form 5500 · 2023
William Jewell College Retirement Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 197
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $252,447
- Avg per participant Above avg balance/head
Official DOL plan name: William Jewell College 403(b) Plan · Sponsored by William Jewell College · Missouri · Educational Services
$50M in assets, 197 participants
William Jewell College's William Jewell College 403(b) Plan reported $50M in total assets and 197 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #2,765 in Educational Services (3,735 peers)
Coverage in Missouri
William Jewell College 403(b) Plan covers 197 participants in Missouri, about 27% of the average Missouri filer (state average ~737 per filing). Assets: $50M.
- #2,765
- in Educational Services (3,735 peers)
- +11.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
William Jewell College 403(b) Plan's outsized position by total assets
William Jewell College 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,732,051 Top 15% higher than 85% 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
William Jewell College 403(b) 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. William Jewell College 403(b) Plan sits mid-pack in the medium band (197 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- William Jewell College 403(b) Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- William Jewell College 403(b) Plan end-of-year assets rose from $45M in the plan year 2022 filing to $50M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 440545914 · William Jewell College PY 2023 · Other
William Jewell College 403(b) Plan · $50M · 197 · 85th
- BOY $50M
- BOY 197
- BOY 85th
- BOY Other
- BOY near Fresno Pacific University DC Retirement Plan
- BOY ind #2765
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 →
William Jewell College 403(b) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $5M |
| Employer EIN | 440545914 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Jewell College)
Sponsor-wide plan assets over time
All William Jewell College plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 20.010054346774133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $45M |
| 2023 | 1 | 197 | $50M |
| 2024 | 1 | 189 | $54M |
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
William Jewell College 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Fresno Pacific University DC Retirement Plan in CA ($50M); by covered participants it is National Telecommuting Institute 403(b) DC Plan in MA (197 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Fresno Pacific University DC Retirement Plan (CA) $50M · 366
- Rehabilitation Institute of Chicago D/B/a Shirley Ryan Abilitylab 403(b) Retirement Plan (IL) $50M · 457
- Lincoln Institute of Land Policy 403(b) Retirement Plan (MA) $50M · 118
- Otis College of Art and Design 403(b) Retirement Plan (CA) $50M · 657
Similar participant headcount
Nearest other-state filings by covered participants (197 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.