Profit Sharing · DOL Form 5500 · 2024
Fontbonne University Profit Sharing Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 263
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $146,555
- Avg per participant Above avg balance/head
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.
- #2,438 in Educational Services (3,638 peers)
Coverage in Missouri
Fontbonne University 403 (B) Plan covers 263 participants in Missouri, about 36% of the average Missouri filer (state average ~737 per filing). Assets: $39M.
- #2,438
- in Educational Services (3,638 peers)
- -5.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
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.
Fontbonne University 403 (B) Plan's outsized position by total assets
Fontbonne University 403 (B) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,543,851 Top 19% higher than 81% 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
Fontbonne University 403 (B) 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. Fontbonne University 403 (B) Plan sits mid-pack in the medium band (263 participants).
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.
EBSA filing schedule strip
Filing strip 430694556 · Fontbonne University PY 2024 · Profit Sharing
Fontbonne University 403 (B) Plan · $39M · 263 · 81st
- EBSA $39M
- EBSA 263
- EBSA 81st
- EBSA Profit Sharing
- EBSA near Ball Homes, LLC Retirement Plan
- EBSA ind #2438
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 Missouri →
Fontbonne University 403 (B) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Fontbonne University plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 2.619400208576792% vs 2022
- 2024 filing year
| 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.
- Boilermakers National Annuity Trust $1.3B · 18,034
- Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust $459M · 4,032
- 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
Fontbonne University 403 (B) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Missouri, the nearest Profit Sharing by assets is Ball Homes, LLC Retirement Plan in KY ($39M); by covered participants it is Cream-O-Land Dairy Union Employees' Pension Plan in NJ (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
Similar participant headcount
Nearest other-state filings by covered participants (263 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.