Other · DOL Form 5500 · 2024

Lindenwood University Retirement Plan

Data updated 2026-07-24

$81M
Total assets: 951
Participants: 89th
Percentile by assets: $84,768
Avg per participant

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.

89th percentile by assets (of 116,472 plans)

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.

$81M
total plan assets (2024 EOY): 951
covered participants: 89th
percentile by assets (of 116,472 plans): $84,768
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Missouri

Industry

Educational Services

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan vs the 2024 asset distribution

By assets, Lindenwood University Defined Contribution and Tax Deferred Annuity Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Lindenwood University plans on file

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.

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan vs. nearby Other plans in Missouri, assets vs. participants

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

Compare Lindenwood University Defined Contributi… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Lindenwood University Defined Contribution and Tax Deferred Annuity Plan by total assets, not by location.

Paideia School Retirement Plan (GA) $81M · 214
Local Initiatives Support Corporation Tax Sheltered Annuity Plan (NY) $81M · 567
The Pingry Corporation Defined Contribution Plan (NJ) $81M · 130
W. M. Keck Observatory 403(b) Retirement Plan (HI) $81M · 153

Frequently Asked Questions

How did Lindenwood University Defined Contribution and Tax Deferred Annuity Plan assets move in 2024? ▼

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan grew at a solid clip - up 10.6% during 2024, from $73M to $81M. Reported net income was $8M.

How have Lindenwood University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lindenwood University's sponsor-wide assets grew 32.1%, from $61M to $81M.

Where does Lindenwood University Defined Contribution and Tax Deferred Annuity Plan rank by assets among Form 5500 filers? ▼

Lindenwood University Defined Contribution and Tax Deferred Annuity Plan ranks in the 89th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Lindenwood University Defined Contribution and Tax Deferred Annuity Plan? ▼

Among Other plans in other states, the closest by assets is Paideia School Retirement Plan in GA ($81M, 214 participants).

Next read for Lindenwood University Defined Contributi…

Scale reading

Ways to act on Lindenwood University Defined Contribution and Tax Deferred Annuity Plan's numbers.

By total assets, Lindenwood University Defined Contribution and Tax Deferred Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Missouri. Compare plans
Lindenwood University's sponsor-wide assets have grown 32.1% 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 430652649.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.