Other · DOL Form 5500 · 2022
Roeper City and Country School Dba the Roeper School Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 129
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $129,226
- Avg per participant Near avg balance/head
Official DOL plan name: The Roeper School Savings and Match Plan · Sponsored by Roeper City and Country School Dba the Roeper School · Michigan · Educational Services
$17M in assets, 129 participants
Roeper City and Country School Dba the Roeper School's The Roeper School Savings and Match Plan reported $17M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #2,299 in Educational Services (4,024 peers)
Coverage in Michigan
The Roeper School Savings and Match Plan covers 129 participants in Michigan, about 20% of the average Michigan filer (state average ~638 per filing). Assets: $17M.
- #2,299
- in Educational Services (4,024 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Roeper School Savings and Match Plan's outsized position by total assets
The Roeper School Savings and Match Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,670,179 Top 26% higher than 74% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Roeper School Savings and Match 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. The Roeper School Savings and Match Plan sits mid-pack in the medium band (129 participants).
Plan-year Form 5500 strip
Filing strip 381561062 · Roeper City and Country School Dba the Roeper School PY 2022 · Other
The Roeper School Savings and Match Plan · $17M · 129 · 74th
- EBSA $17M
- EBSA 129
- EBSA 74th
- EBSA Other
- EBSA near Icuf Multiple Employer Plan
- EBSA ind #2299
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 →
The Roeper School Savings and Match Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 381561062 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roeper City and Country School Dba the Roeper School)
Sponsor-wide plan assets over time
All Roeper City and Country School Dba the Roeper School plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 27.474156096344256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 129 | $17M |
| 2023 | 1 | 122 | $19M |
| 2024 | 1 | 106 | $21M |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.3B · 17,796
- Fca US LLC UAW Savings Plan $4.1B · 52,211
- Spectrum Health System 403(b) Plan $2.3B · 26,631
- Beaumont Health 403(b) Retirement Savings Plan $2.2B · 33,585
- Mclaren Employees' 403(b) Retirement Plan $1.4B · 21,255
The Roeper School Savings and Match Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Icuf Multiple Employer Plan in FL ($17M); by covered participants it is West Virginia University Foundation DC Retirement Plan in WV (129 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.
- West Virginia University Foundation DC Retirement Plan (WV) 129 · 0 off
- Franklin W. Olin College of Engineering 403(b) Retirement Plan (MA) 129 · 0 off
- High Plains Mental Health Center 403(b) Plan (KS) 129 · 0 off
- Baton Rouge Christian Education Foundation, Inc., Dba the Dunham School Defined Contribution Retirement Plan (LA) 129 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.