Other · DOL Form 5500 · 2024

Stephens College Retirement Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
398
Participants Below avg headcount
75th
Percentile by assets National rank
$66,238
Avg per participant Below avg balance/head
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Official DOL plan name: Stephens College DC Retirement Plan · Sponsored by Stephens College · Missouri · Educational Services

$26M in assets, 398 participants

Stephens College's Stephens College DC Retirement Plan reported $26M in total assets and 398 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #2,158 in Educational Services (3,638 peers)

Where Stephens College DC Retirement Plan sits by assets

Stephens College DC Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 398 participants (~$66,238/participant), up 7.5% in 2024.

#2,158
in Educational Services (3,638 peers)
+7.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stephens College DC Retirement Plan's outsized position by total assets

Stephens College DC Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,362,554 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Stephens College DC Retirement 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. Stephens College DC Retirement Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephens College DC Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stephens College DC Retirement Plan reported participants rose from 360 in the plan year 2023 filing to 398 in the plan year 2024 filing.
  • Stephens College DC Retirement Plan end-of-year assets rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 430670936 · Stephens College PY 2024 · Other

Stephens College DC Retirement Plan · $26M · 398 · 75th

  • NET $26M
  • BOOK 398
  • VS-ST 75th
  • BOY Other
  • SCH near 403(b) Thrift Plan for University Settlement Society of New York
  • EBSA ind #2158

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 →

Stephens College DC Retirement Plan in the asset neighbourhood

The Jewish Federations of North America 403(b) DC PlanThe Jewish Federations of No…$26M403(b) Thrift Plan for University Settlement Society of New York403(b) Thrift Plan for Unive…$26MWalsh College Tax Sheltered Annuity PlanWalsh College Tax Sheltered …$26MStephens College DC Retirement PlanStephens College DC Retireme…$26MSociety for Neuroscience 403(b) Retirement PlanSociety for Neuroscience 403…$26M
End-of-year total assets ($M) among Stephens College DC Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN430670936
Plan Effective Date1953-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephens College)

Sponsor-wide plan assets over time

All Stephens College plans reported in each filing year

Latest sponsor-wide plan assets
$26M 18.190631896821145% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $26.4M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 278 $22M
2023 1 360 $25M
2024 1 398 $26M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Stephens College DC Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Stephens College DC Retirement Plan, Total assets ($B): 0.026362554 · Participants: 398Stephens College DC Retirement PlanWashington University Retirement Savings Plan, Total assets ($B): 7.483617782 · Participants: 26975Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 1.11706285 · Participants: 9184Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($B): 0.963703766 · Participants: 13001Cox Savings Incentive PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.962438566 · Participants: 4219Saint Louis University 403(b) Annuity PlanUniversity Health 403(b) Plan, Total assets ($B): 0.296716037 · Participants: 4646University Health 403(b) Plan
Stephens College DC Retirement Plan vs. nearby Other plans in Missouri, assets vs. participants
Compare Stephens College DC Retirement Plan side-by-side with 3 peers →

Stephens College DC Retirement Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is 403(b) Thrift Plan for University Settlement Society of New York in NY ($26M); by covered participants it is Milton Academy Retirement Plan in MA (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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.

Frequently Asked Questions

How did Stephens College DC Retirement Plan assets move in 2024? ▼
Stephens College DC Retirement Plan grew at a solid clip - up 7.5% during 2024, from $25M to $26M. Reported net income was $2M.
How have Stephens College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens College's sponsor-wide assets grew 18.2%, from $22M to $26M.
Where does Stephens College DC Retirement Plan rank by assets among Form 5500 filers? ▼
Stephens College DC Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 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 Stephens College DC Retirement Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for University Settlement Society of New York in NY ($26M, 602 participants).
Which Other plans cover a similar participant headcount to Stephens College DC Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Milton Academy Retirement Plan in MA (398 participants, $156M in assets).

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 430670936.

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.