Other · DOL Form 5500 · 2024
William Jewell College Retirement Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 189
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $283,764
- Avg per participant High balance/head
Official DOL plan name: William Jewell College 403(b) Plan · Sponsored by William Jewell College · Missouri · Educational Services
$54M in assets, 189 participants
William Jewell College's William Jewell College 403(b) Plan reported $54M in total assets and 189 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #2,670 in Educational Services (3,638 peers)
Coverage in Missouri
William Jewell College 403(b) Plan covers 189 participants in Missouri, about 26% of the average Missouri filer (state average ~737 per filing). Assets: $54M.
- #2,670
- in Educational Services (3,638 peers)
- +7.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
William Jewell College 403(b) Plan's outsized position by total assets
William Jewell College 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$53,631,448 Top 15% higher than 85% 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
William Jewell College 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. William Jewell College 403(b) Plan sits mid-pack in the medium band (189 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- William Jewell College 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- William Jewell College 403(b) Plan end-of-year assets rose from $50M in the plan year 2023 filing to $54M in the plan year 2024 filing.
- William Jewell College 403(b) Plan reported participants fell from 197 in the plan year 2023 filing to 189 in the plan year 2024 filing.
DOL schedule card
Filing strip 440545914 · William Jewell College PY 2024 · Other
William Jewell College 403(b) Plan · $54M · 189 · 85th
- NET $54M
- NET 189
- NET 85th
- NET Other
- NET near St. George's School Defined Contribution Retirement Plan
- NET ind #2670
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 →
William Jewell College 403(b) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $50M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $4M |
| Employer EIN | 440545914 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Jewell College)
Sponsor-wide plan assets over time
All William Jewell College plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 20.010054346774133% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 196 | $45M |
| 2023 | 1 | 197 | $50M |
| 2024 | 1 | 189 | $54M |
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
William Jewell College 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is St. George's School Defined Contribution Retirement Plan in RI ($54M); by covered participants it is Group Health Plan, Inc. 403(b)(7) Plan in MN (189 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
Similar participant headcount
Nearest other-state filings by covered participants (189 participants); asset peers above are excluded.
- Group Health Plan, Inc. 403(b)(7) Plan (MN) 189 · 0 off
- Darlington School DC Plan (GA) 189 · 0 off
- Robert Louis Stevenson School Defined Contribution Retirement Plan (CA) 189 · 0 off
- Resilient Health 403(b) Plan (AZ) 189 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.