Profit Sharing · DOL Form 5500 · 2024
Fontbonne University Profit Sharing Plan
Data updated 2026-08-06
- $39M
- Total assets
- 263
- Participants
- 81st
- Percentile by assets
- $146,555
- Avg per participant
Official DOL plan name: Fontbonne University 403 (B) Plan · Sponsored by Fontbonne University · Missouri · Educational Services
$39M in assets, 263 participants
Fontbonne University's Fontbonne University 403 (B) Plan reported $39M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 116,472 plans)
Coverage in Missouri
Fontbonne University 403 (B) Plan covers 263 participants in Missouri, about 35% of the average Missouri filer (state average ~756 per filing). Assets: $39M.
- $39M
- total plan assets (2024 EOY)
- 263
- covered participants
- 81st
- percentile by assets (of 116,472 plans)
- $146,555
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fontbonne University 403 (B) Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Fontbonne University 403 (B) Plan end-of-year assets fell from $41M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. Fontbonne University 403 (B) Plan reports 263 participants - about 35% of that state average ($39M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | -$2M |
| Employer EIN | 430694556 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fontbonne University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $40M |
| 2023 | 1 | 265 | $41M |
| 2024 | 1 | 263 | $39M |
Nearby Profit Sharing Plans in Missouri
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Fontbonne University 403 (B) Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
- Boilermakers National Annuity Trust $1.3B · 18,034
- I. B. E. W. Local Union No. 124 Annuity Plan $447M · 3,456
- Annuity Fund of Operating Engineers Local 513 $323M · 9,100
- Pipe Fitters Local No 533 Individual Account Plan $302M · 1,427
- IBEW-NECA Retirement Plan $213M · 632
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Fontbonne University 403 (B) Plan by total assets, not by location.
Frequently Asked Questions
How did Fontbonne University 403 (B) Plan assets move in 2024? ▼
How have Fontbonne University plan assets changed over time? ▼
Where does Fontbonne University 403 (B) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Fontbonne University 403 (B) Plan? ▼
Next read for Fontbonne University 403 (B) Plan
Filing takeaways
Ways to act on Fontbonne University 403 (B) Plan's numbers.
- By total assets, Fontbonne University 403 (B) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
- Fontbonne University's sponsor-wide assets have declined 2.6% 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 430694556.
Read our methodology - how this data is sourced, computed, and verified.