Other · DOL Form 5500 · 2023

Stephens College Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
360
Participants Below avg headcount
76th
Percentile by assets National rank
$68,094
Avg per participant Below avg balance/head
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Official DOL plan name: Stephens College DC Retirement Plan · Sponsored by Stephens College · Missouri · Educational Services

$25M in assets, 360 participants

Stephens College's Stephens College DC Retirement Plan reported $25M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,253 in Educational Services (3,735 peers)

Coverage in Missouri

Stephens College DC Retirement Plan covers 360 participants in Missouri, about 49% of the average Missouri filer (state average ~737 per filing). Assets: $25M.

#2,253
in Educational Services (3,735 peers)
+9.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Stephens College DC Retirement Plan's outsized position by total assets

Stephens College DC Retirement Plan vs every filed plan by assets

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

$24,513,994 Top 24% higher than 76% 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

Stephens College DC Retirement 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. Stephens College DC Retirement Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephens College DC Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stephens College DC Retirement Plan reported participants rose from 278 in the plan year 2022 filing to 360 in the plan year 2023 filing.
  • Stephens College DC Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 430670936 · Stephens College PY 2023 · Other

Stephens College DC Retirement Plan · $25M · 360 · 76th

  • BOY $25M
  • SCH 360
  • EBSA 76th
  • PART Other
  • TYPE near The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan
  • NET ind #2253

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 →

Stephens College DC Retirement Plan in the asset neighbourhood

Stephens College DC Retirement PlanStephens College DC Retireme…$25MThe Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings PlanThe Philadelphia Orchestra &…$25MTiaa-Cref Retirement Plan for All Employees of SedcTiaa-Cref Retirement Plan fo…$25MIndiana Organ Procurement Organization, Inc. Dba Indiana Donor Network 403(b) PlanIndiana Organ Procurement Or…$24MFather Flanagan's Boys' Home Tax Favored Savings PlanFather Flanagan's Boys' Home…$24M
End-of-year total assets ($M) among Stephens College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN430670936
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephens College)

Sponsor-wide plan assets over time

All Stephens College plans reported in each filing year

Latest sponsor-wide plan assets
$26M 18.190631896821145% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $26.4M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 278 $22M
2023 1 360 $25M
2024 1 398 $26M

Nearby Other Plans in Missouri

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

Stephens College DC Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Stephens College DC Retirement Plan, Total assets ($B): 0.024513994 · Participants: 360Stephens College DC Retirement PlanWashington 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
Stephens College DC Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants

Stephens College DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan in PA ($25M); by covered participants it is Goodwill Serving the Ppl of S La Cty 403(b) Plan in CA (360 participants). Same-state nearby plans are listed separately above.

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 Stephens College DC Retirement Plan assets move in 2023?
Stephens College DC Retirement Plan grew at a solid clip - up 9.9% during 2023, from $22M to $25M. Reported net income was $2M.
How have Stephens College plan assets changed over time?
Across 3 plan years on file (2022-2024), Stephens College's sponsor-wide assets grew 18.2%, from $22M to $26M.
Where does Stephens College DC Retirement Plan rank by assets among Form 5500 filers?
Stephens College DC Retirement Plan ranks in the 76th 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 Stephens College DC Retirement Plan?
Among Other plans in other states, the closest by assets is The Philadelphia Orchestra & Kimmel Center, Inc. Retirement Savings Plan in PA ($25M, 152 participants).
Which Other plans cover a similar participant headcount to Stephens College DC Retirement Plan?
Among Other plans in other states, the closest by covered participants is Goodwill Serving the Ppl of S La Cty 403(b) Plan in CA (360 participants, $1M in assets).