Other · DOL Form 5500 · 2023

Easterseals Midwest Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,566
Participants Near avg headcount
61st
Percentile by assets National rank
$7,264
Avg per participant Low balance/head
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Official DOL plan name: Easterseals Midwest 403(b) Plan · Sponsored by Easterseals Midwest · Missouri · Healthcare & Social Assistance

$11M in assets, 1,566 participants

Easterseals Midwest's Easterseals Midwest 403(b) Plan reported $11M in total assets and 1,566 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,818 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

Easterseals Midwest 403(b) Plan covers 1,566 participants in Missouri, 2.1x the typical Missouri plan (state average ~737 per filing). Assets: $11M.

#11,818
in Healthcare & Social Assistance (17,684 peers)
+29.3%
assets growth YoY

Easterseals Midwest 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Easterseals Midwest 403(b) Plan vs every filed plan by assets

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

$11,375,769 Top 39% higher than 61% 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

Easterseals Midwest 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Easterseals Midwest 403(b) Plan lands in the large band (1,566 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Easterseals Midwest 403(b) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Easterseals Midwest 403(b) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Easterseals Midwest 403(b) Plan reported participants rose from 1,415 in the plan year 2022 filing to 1,566 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 430979927 · Easterseals Midwest PY 2023 · Other

Easterseals Midwest 403(b) Plan · $11M · 1,566 · 61st

  • VS-ST $11M
  • VS-ST 1,566
  • VS-ST 61st
  • VS-ST Other
  • VS-ST near St. John's Country Day School 403(b) Plan
  • VS-ST ind #11818

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 Healthcare & Social Assistance retirement plans → · Plans in Missouri →

Easterseals Midwest 403(b) Plan in the asset neighbourhood

The Pathway School Defined Contribution Retirement PlanThe Pathway School Defined C…$11MEasterseals Midwest 403(b) PlanEasterseals Midwest 403(b) P…$11MSt. John's Country Day School 403(b) PlanSt. John's Country Day Schoo…$11MAdvent Christian Village, Inc. 403(b) PlanAdvent Christian Village, In…$11MNew Hope of Indiana, Inc. 403(b) PlanNew Hope of Indiana, Inc. 40…$11M
End-of-year total assets ($M) among Easterseals Midwest 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN430979927
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Easterseals Midwest)

Sponsor-wide plan assets over time

All Easterseals Midwest plans reported in each filing year

Latest sponsor-wide plan assets
$14M 57.30295022417123% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $8.8M $13.8M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 1,415 $9M
2023 1 1,566 $11M
2024 1 1,651 $14M

Nearby Other Plans in Missouri

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

Easterseals Midwest 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. 0100002000030000 -202468 Total assets ($B) Participants Easterseals Midwest 403(b) Plan, Total assets ($B): 0.011375769 · Participants: 1566Easterseals Midwest 403(b) 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
Easterseals Midwest 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants

Easterseals Midwest 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is St. John's Country Day School 403(b) Plan in FL ($11M); by covered participants it is Kvc 403(b) Retirement Plan in KS (1,568 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,566 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 Easterseals Midwest 403(b) Plan assets move in 2023?
Easterseals Midwest 403(b) Plan grew sharply - up 29.3% during 2023, from $9M to $11M. Reported net income was $3M.
How have Easterseals Midwest plan assets changed over time?
Across 3 plan years on file (2022-2024), Easterseals Midwest's sponsor-wide assets grew 57.3%, from $9M to $14M.
Which Other plans are similar in size to Easterseals Midwest 403(b) Plan?
Among Other plans in other states, the closest by assets is St. John's Country Day School 403(b) Plan in FL ($11M, 57 participants).
Which Other plans cover a similar participant headcount to Easterseals Midwest 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Kvc 403(b) Retirement Plan in KS (1,568 participants, $23M in assets).