Other · DOL Form 5500 · 2024
Ewing Marion Kauffman Foundation Retirement Plan
Data updated 2026-08-11
- $46M
- Total assets
- 81
- Participants
- 83rd
- Percentile by assets
- $567,320
- Avg per participant
Official DOL plan name: Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program · Sponsored by Ewing Marion Kauffman Foundation · Missouri · Other Services
$46M in assets, 81 participants
Ewing Marion Kauffman Foundation's Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program reported $46M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- 83rd percentile by assets (of 123,622 plans)
- #7,123 in Other Services (7,719 peers)
Where Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program sits by assets
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program sits in the top quartile of all filed plans by assets, $46M for 81 participants (~$567,320/participant), up 10.1% in 2024.
- $46M
- total plan assets (2024 EOY)
- 81
- covered participants
- 83rd
- percentile by assets (of 123,622 plans)
- $567,320
- avg assets per participant
Where Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program sits by total assets
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,952,893 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program reported participants fell from 101 in the plan year 2023 filing to 81 in the plan year 2024 filing.
- Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program end-of-year assets rose from $42M in the plan year 2023 filing to $46M in the plan year 2024 filing.
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program vs the 2024 asset distribution
By assets, Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $4M |
| Employer EIN | 436064859 |
| Plan Effective Date | 1991-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ewing Marion Kauffman Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $36M |
| 2023 | 1 | 101 | $42M |
| 2024 | 1 | 81 | $46M |
Nearby Other Plans in Missouri
Peer Other plans, same state, same plan type, ranked by total assets.
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program vs. nearby Other plans in Missouri, assets vs. participants
- Washington University Retirement Savings Plan $7.5B · 26,975
- Children's Mercy Hospital Tax-Deferred Annuity Retirement Plan $1.1B · 9,184
- Cox Savings Incentive Plan $964M · 13,001
- Saint Louis University 403(b) Annuity Plan $962M · 4,219
- University Health 403(b) Plan $297M · 4,646
Similar-Sized Other Plans Nationally
Other plans in other states closest to Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program by total assets, not by location.
Frequently Asked Questions
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Ways to act on Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program's numbers.
- By total assets, Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Missouri. Compare plans
- Ewing Marion Kauffman Foundation's sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Other Services plans