Other · DOL Form 5500 · 2022

Calvin University Retirement Plan

Data updated 2026-08-25

$204M
Total assets Near avg plan size
652
Participants Below avg headcount
96th
Percentile by assets National rank
$312,573
Avg per participant High balance/head
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Official DOL plan name: Calvin University 403(b) Retirement Plan · Sponsored by Calvin University · Michigan · Educational Services

$204M in assets, 652 participants

Calvin University's Calvin University 403(b) Retirement Plan reported $204M in total assets and 652 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,732 in Educational Services (4,024 peers)

Where Calvin University 403(b) Retirement Plan sits by assets

Calvin University 403(b) Retirement Plan sits in the top 5% of all filed plans by assets, $204M for 652 participants (~$312,573/participant), down 16.3% in 2022.

#3,732
in Educational Services (4,024 peers)
-16.3%
assets change YoY
2.0×
vs typical plan assets (national mean)

The plan reported a net loss of $40M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Calvin University 403(b) Retirement Plan's outsized position by total assets

Calvin University 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$203,797,356 Top 4% higher than 96% of 139,123 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 2022

Calvin University 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calvin University 403(b) Retirement Plan sits mid-pack in the medium band (652 participants).

EBSA filing schedule strip

Filing strip 383071514 · Calvin University PY 2022 · Other

Calvin University 403(b) Retirement Plan · $204M · 652 · 96th

  • PART $204M
  • TYPE 652
  • NET 96th
  • BOOK Other
  • VS-ST near Milford Regional Medical Center Partnership Plan
  • BOY ind #3732

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 Michigan →

Calvin University 403(b) Retirement Plan in the asset neighbourhood

Illinois Independent Colleges and Universities Multiple Employer PlanIllinois Independent College…$204MMilford Regional Medical Center Partnership PlanMilford Regional Medical Cen…$204MCalvin University 403(b) Retirement PlanCalvin University 403(b) Ret…$204MBrookings Savings and Retirement PlanBrookings Savings and Retire…$203MHorace Mann School Retirement and Savings PlanHorace Mann School Retiremen…$203M
End-of-year total assets ($M) among Calvin University 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$244M
Net Assets (End of Year)$204M
Net Income-$40M
Employer EIN383071514
Plan Effective Date1958-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calvin University)

Sponsor-wide plan assets over time

All Calvin University plans reported in each filing year

Latest sponsor-wide plan assets
$235M 15.185134197717462% vs 2022
2024 filing year
$200M$210M$220M$230M$240M 202220232024 $204M $235M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 652 $204M
2023 1 697 $219M
2024 1 1,118 $235M

Nearby Other Plans in Michigan

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

Calvin University 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 012345 Total assets ($B) Participants Calvin University 403(b) Retirement Plan, Total assets ($B): 0.203797356 · Participants: 652Calvin University 403(b) Retirement PlanFca US LLC Salaried Employees' Savings Plan, Total assets ($B): 4.271049081 · Participants: 17796Fca US LLC Salaried Employees' Savings PlanFca US LLC UAW Savings Plan, Total assets ($B): 4.120620788 · Participants: 52211Fca US LLC UAW Savings PlanSpectrum Health System 403(b) Plan, Total assets ($B): 2.34463562 · Participants: 26631Spectrum Health System 403(b) PlanBeaumont Health 403(b) Retirement Savings Plan, Total assets ($B): 2.23567862 · Participants: 33585Beaumont Health 403(b) Retirement Savings PlanMclaren Employees' 403(b) Retirement Plan, Total assets ($B): 1.449747534 · Participants: 21255Mclaren Employees' 403(b) Retirement Plan
Calvin University 403(b) Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants

Calvin University 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Milford Regional Medical Center Partnership Plan in MA ($204M); by covered participants it is Baldwin Wallace University Defined Contribution and Tax Deferred Savings in OH (652 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Calvin University 403(b) Retirement Plan assets move in 2022? ▼
Calvin University 403(b) Retirement Plan declined sharply - down 16.3% during 2022, from $244M to $204M. Reported net income was -$40M.
How have Calvin University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calvin University's sponsor-wide assets grew 15.2%, from $204M to $235M.
Where does Calvin University 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Calvin University 403(b) Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Calvin University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Milford Regional Medical Center Partnership Plan in MA ($204M, 2,748 participants).
Which Other plans cover a similar participant headcount to Calvin University 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Baldwin Wallace University Defined Contribution and Tax Deferred Savings in OH (652 participants, $193M in assets).