Other · DOL Form 5500 · 2024
Friends University Retirement Plan
Data updated 2026-07-24
- $37M
- Total assets
- 549
- Participants
- 80th
- Percentile by assets
- $67,228
- Avg per participant
Official DOL plan name: Friends University DC and Tda Plan · Sponsored by Friends University · Kansas · Educational Services
$37M in assets, 549 participants
Friends University's Friends University DC and Tda Plan reported $37M in total assets and 549 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 116,472 plans)
Where Friends University DC and Tda Plan sits by assets
Friends University DC and Tda Plan sits in the top quartile of all filed plans by assets, $37M for 549 participants (~$67,228/participant), up 1.9% in 2024.
- $37M
- total plan assets (2024 EOY)
- 549
- covered participants
- 80th
- percentile by assets (of 116,472 plans)
- $67,228
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Friends University DC and Tda Plan reported participants rose from 261 in the plan year 2023 filing to 549 in the plan year 2024 filing.
- Friends University DC and Tda Plan reported net income fell from $4M in the plan year 2023 filing to $704K in the plan year 2024 filing.
- Friends University DC and Tda Plan end-of-year assets rose from $36M in the plan year 2023 filing to $37M in the plan year 2024 filing.
Friends University DC and Tda Plan vs the 2024 asset distribution
By assets, Friends University DC and Tda Plan outranks 80% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $704K |
| Employer EIN | 480547702 |
| Plan Effective Date | 1947-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Friends University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 261 | $33M |
| 2023 | 1 | 261 | $36M |
| 2024 | 1 | 549 | $37M |
Nearby Other Plans in Kansas
Peer Other plans, same state, same plan type, ranked by total assets.
Friends University DC and Tda Plan vs. nearby Other plans in Kansas, assets vs. participants
- Hays Medical Center Employee's Tax Deferred Annuity Plan $115M · 1,505
- Midwest Transplant Network, Inc. 403(b) Retirement Plan $51M · 236
- Ottawa University DC Plan $41M · 517
- Nachri Tax Deferred Annuity Plan $38M · 164
- Great Plains Health Alliance Tax Deferred Annuity Plan $38M · 938
Similar-Sized Other Plans Nationally
Other plans in other states closest to Friends University DC and Tda Plan by total assets, not by location.
- Northwestern Counseling and Support Services Tax Deferred Annuity (VT) $37M · 455
- Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. (MA) $37M · 170
- San Gorgonio Memorial Hospital Tax Sheltered (CA) $37M · 556
- The Musical Arts Association 403(b) Retirement Plan (OH) $37M · 224
Frequently Asked Questions
How did Friends University DC and Tda Plan assets move in 2024? ▼
How have Friends University plan assets changed over time? ▼
Where does Friends University DC and Tda Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Friends University DC and Tda Plan? ▼
Next read for Friends University DC and Tda Plan
Scale reading
Ways to act on Friends University DC and Tda Plan's numbers.
- By total assets, Friends University DC and Tda Plan 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 Kansas. Compare plans
- Friends University's sponsor-wide assets have grown 12.8% since 2022 across 3 plan years on file. More Educational Services plans
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480547702.
Read our methodology - how this data is sourced, computed, and verified.