Other · DOL Form 5500 · 2024
Ewing Marion Kauffman Foundation Retirement Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 81
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $567,320
- Avg per participant High balance/head
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.
- #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.
- #7,123
- in Other Services (7,719 peers)
- +10.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program's outsized position 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
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program is a small filing (81 participants) on this national headcount ladder.
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.
EBSA filing schedule strip
Filing strip 436064859 · Ewing Marion Kauffman Foundation PY 2024 · Other
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program · $46M · 81 · 83rd
- EOY $46M
- 5500 81
- ASSETS 83rd
- PCT Other
- EIN near French American School of New York 403(b) DC Plan
- RANK ind #7123
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 Missouri →
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Ewing Marion Kauffman Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 27.536142147192088% vs 2022
- 2024 filing year
| 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.
- 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
Ewing Marion Kauffman Foundation Tax Sheltered Annuity Program's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is French American School of New York 403(b) DC Plan in NY ($46M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.