Other · DOL Form 5500 · 2023

John Burroughs School Retirement Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
179
Participants Small participant base
89th
Percentile by assets National rank
$402,078
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: John Burroughs School Defined Contribution Retirement Plan · Sponsored by John Burroughs School · Missouri · Educational Services

$72M in assets, 179 participants

John Burroughs School's John Burroughs School Defined Contribution Retirement Plan reported $72M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,991 in Educational Services (3,735 peers)

Coverage in Missouri

John Burroughs School Defined Contribution Retirement Plan covers 179 participants in Missouri, about 24% of the average Missouri filer (state average ~737 per filing). Assets: $72M.

#2,991
in Educational Services (3,735 peers)
+15.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

John Burroughs School Defined Contribution Retirement Plan's outsized position by total assets

John Burroughs School Defined Contribution Retirement Plan vs every filed plan by assets

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

$71,971,955 Top 11% higher than 89% 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

John Burroughs School Defined Contribution 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. John Burroughs School Defined Contribution Retirement Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • John Burroughs School Defined Contribution Retirement Plan reported net income rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • John Burroughs School Defined Contribution Retirement Plan end-of-year assets rose from $62M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • John Burroughs School Defined Contribution Retirement Plan reported participants rose from 172 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430652619 · John Burroughs School PY 2023 · Other

John Burroughs School Defined Contribution Retirement Plan · $72M · 179 · 89th

  • PART $72M
  • PART 179
  • PART 89th
  • PART Other
  • PART near The New Teacher Project 403(b) Plan
  • PART ind #2991

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 →

John Burroughs School Defined Contribution Retirement Plan in the asset neighbourhood

Transylvania University Retirement PlanTransylvania University Reti…$72MJohn Burroughs School Defined Contribution Retirement PlanJohn Burroughs School Define…$72MThe New Teacher Project 403(b) PlanThe New Teacher Project 403(…$72MAmerican Council on Education 403(b) Retirement PlanAmerican Council on Educatio…$72MConnecticut Institute for the Blind, Inc. Section 403(b) PlanConnecticut Institute for th…$72M
End-of-year total assets ($M) among John Burroughs School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$72M
Net Income$10M
Employer EIN430652619
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (John Burroughs School)

Sponsor-wide plan assets over time

All John Burroughs School plans reported in each filing year

Latest sponsor-wide plan assets
$80M 27.65344197738259% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.4M $79.6M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 172 $62M
2023 1 179 $72M
2024 1 173 $80M

Nearby Other Plans in Missouri

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

John Burroughs School Defined Contribution Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants John Burroughs School Defined Contribution Retirement Plan, Total assets ($B): 0.071971955 · Participants: 179John Burroughs School Defined Contribution 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
John Burroughs School Defined Contribution Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare John Burroughs School Defined Contribution Retirement Plan side-by-side with 3 peers →

John Burroughs School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is The New Teacher Project 403(b) Plan in NY ($72M); by covered participants it is Apostolic Christian Home of Eureka 403(b) Retirement Savings Plan in IL (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 John Burroughs School Defined Contribution Retirement Plan assets move in 2023? ▼
John Burroughs School Defined Contribution Retirement Plan grew sharply - up 15.4% during 2023, from $62M to $72M. Reported net income was $10M.
How have John Burroughs School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), John Burroughs School's sponsor-wide assets grew 27.7%, from $62M to $80M.
Where does John Burroughs School Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
John Burroughs School Defined Contribution Retirement Plan ranks in the 89th 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 John Burroughs School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The New Teacher Project 403(b) Plan in NY ($72M, 713 participants).
Which Other plans cover a similar participant headcount to John Burroughs School Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Apostolic Christian Home of Eureka 403(b) Retirement Savings Plan in IL (179 participants, $4M 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 430652619.

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.