Other · DOL Form 5500 · 2024
Lindenwood University Retirement Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 951
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $84,768
- Avg per participant Below avg balance/head
Official DOL plan name: Lindenwood University Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Lindenwood University · Missouri · Educational Services
$81M in assets, 951 participants
Lindenwood University's Lindenwood University Defined Contribution and Tax Deferred Annuity Plan reported $81M in total assets and 951 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,898 in Educational Services (3,638 peers)
Where Lindenwood University Defined Contribution and Tax Deferred Annuity Plan sits by assets
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $81M for 951 participants (~$84,768/participant), up 10.6% in 2024.
- #2,898
- in Educational Services (3,638 peers)
- +10.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$80,614,610 Top 11% higher than 89% 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
Lindenwood University Defined Contribution and Tax Deferred Annuity 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. Lindenwood University Defined Contribution and Tax Deferred Annuity Plan sits mid-pack in the medium band (951 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lindenwood University Defined Contribution and Tax Deferred Annuity Plan reported participants rose from 568 in the plan year 2023 filing to 951 in the plan year 2024 filing.
- Lindenwood University Defined Contribution and Tax Deferred Annuity Plan reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Lindenwood University Defined Contribution and Tax Deferred Annuity Plan end-of-year assets rose from $73M in the plan year 2023 filing to $81M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 430652649 · Lindenwood University PY 2024 · Other
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan · $81M · 951 · 89th
- PART $81M
- PART 951
- PART 89th
- PART Other
- PART near Southern College of Optometry Defined Contribution Plan
- PART ind #2898
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 →
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $8M |
| Employer EIN | 430652649 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lindenwood University)
Sponsor-wide plan assets over time
All Lindenwood University plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 32.145141982417194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 549 | $61M |
| 2023 | 1 | 568 | $73M |
| 2024 | 1 | 951 | $81M |
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
Lindenwood University Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Missouri, the nearest Other by assets is Southern College of Optometry Defined Contribution Plan in TN ($81M); by covered participants it is Wood County Hospital 403(b) Plan in OH (955 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
Similar participant headcount
Nearest other-state filings by covered participants (951 participants); asset peers above are excluded.
- Wood County Hospital 403(b) Plan (OH) 955 · 4 off
- Connecticut Institute for the Blind, Inc. Section 403(b) Plan (CT) 955 · 4 off
- North Suffolk Community Services 403(b) Plan (MA) 958 · 7 off
- Institute on Aging 403(b) Plan (CA) 943 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.