Defined Benefit (Pension) · DOL Form 5500 · 2023
Kansas University Endowment Association Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $437,147
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of the Kansas University Endowment Association · Sponsored by Kansas University Endowment Association · Kansas · Other Services
$53M in assets, 122 participants
Kansas University Endowment Association's Retirement Plan for Employees of the Kansas University Endowment Association reported $53M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #7,373 in Other Services (7,857 peers)
Coverage in Kansas
Retirement Plan for Employees of the Kansas University Endowment Association covers 122 participants in Kansas, about 34% of the average Kansas filer (state average ~360 per filing). Assets: $53M.
- #7,373
- in Other Services (7,857 peers)
- +15.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Retirement Plan for Employees of the Kansas University Endowment Association's outsized position by total assets
Retirement Plan for Employees of the Kansas University Endowment Association vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,331,931 Top 14% higher than 86% 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
Retirement Plan for Employees of the Kansas University Endowment Association 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. Retirement Plan for Employees of the Kansas University Endowment Association sits mid-pack in the medium band (122 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of the Kansas University Endowment Association reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Retirement Plan for Employees of the Kansas University Endowment Association reported participants fell from 144 in the plan year 2022 filing to 122 in the plan year 2023 filing.
- Retirement Plan for Employees of the Kansas University Endowment Association end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 480547734 · Kansas University Endowment Association PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of the Kansas University Endowment Association · $53M · 122 · 86th
- EIN $53M
- EIN 122
- EIN 86th
- EIN Defined Benefit (Pension)
- EIN near Retirement Plan for Employees of Range Regional Health Services
- EIN ind #7373
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 Other Services retirement plans → · Plans in Kansas →
Retirement Plan for Employees of the Kansas University Endowment Association in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $7M |
| Employer EIN | 480547734 |
| Plan Effective Date | 1976-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kansas University Endowment Association)
Sponsor-wide plan assets over time
All Kansas University Endowment Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 20.188955076099248% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 302 | $73M |
| 2023 | 2 | 286 | $82M |
| 2024 | 2 | 328 | $88M |
Nearby Defined Benefit (Pension) Plans in Kansas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Pension Plan $1.5B · 5,542
- Sprint Retirement Pension Plan $1.3B · 3,592
- Invista Pension Plan for Certain Grandfathered Employees $395M · N/A
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. $288M · 502
- Roadway LLC Pension Plan $193M · 290
Retirement Plan for Employees of the Kansas University Endowment Association's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kansas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Range Regional Health Services in MN ($53M); by covered participants it is Estwing Manufacturing Company, Inc. Pension Plan in IL (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 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.