Other · DOL Form 5500 · 2024
Friends University Retirement Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 549
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $67,228
- Avg per participant Below avg balance/head
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.
- #2,407 in Educational Services (3,638 peers)
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.
- #2,407
- in Educational Services (3,638 peers)
- +1.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Friends University DC and Tda Plan's outsized position by total assets
Friends University DC and Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,908,117 Top 20% higher than 80% 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
Friends University DC and Tda Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Friends University DC and Tda Plan sits mid-pack in the medium band (549 participants).
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.
Form 5500 schedule snapshot
Filing strip 480547702 · Friends University PY 2024 · Other
Friends University DC and Tda Plan · $37M · 549 · 80th
- VS-ST $37M
- BOY 549
- SCH 80th
- EBSA Other
- PART near Northwestern Counseling and Support Services Tax Deferred Annuity
- TYPE ind #2407
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 Kansas →
Friends University DC and Tda Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Friends University plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 12.791588465907852% vs 2022
- 2024 filing year
| 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.
- Stormont-Vail Healthcare Employee 403(b) Plan $634M · 5,973
- 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
Friends University DC and Tda Plan's out-of-state Other peers by assets and headcount
Outside Kansas, the nearest Other by assets is Northwestern Counseling and Support Services Tax Deferred Annuity in VT ($37M); by covered participants it is Lynn University Defined Contribution Retirement Plan in FL (548 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- 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
- Veterans Medical Research Foundation Retirement Plan (CA) $37M · 101
- San Gorgonio Memorial Hospital Tax Sheltered (CA) $37M · 556
Similar participant headcount
Nearest other-state filings by covered participants (549 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.