Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Kettering University Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Kettering University · Michigan · Educational Services

What the 2023 filing shows

Kettering University Retirement Plan holds $180M for 364 participants — about $495,139 per participant, down 15.8% over the 2022 plan year.

$180M
total plan assets (2022 EOY)
364
covered participants
$495,139
avg assets per participant
-15.8%
assets change YoY

The plan reported a net loss of $34M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$180M
Participants
364
State
Industry
Educational Services

What the Filing Says About Kettering University Retirement Plan

Kettering University Retirement Plan is a Profit Sharing retirement plan sponsored by Kettering University, headquartered in Michigan. As of the 2022 Form 5500 filing, the plan reports $180M in total end-of-year assets and covers 364 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 382410852, and the plan has been effective since 1982-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $214M at the beginning of 2022 to $180M at year-end — a decline of 15.8%. Net assets (after liabilities) closed the year at $180M, with reported net income of $-33,764,249 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$214M
Total Assets (End of Year)$180M
Net Assets (End of Year)$180M
Net Income$-33,764,249
Plan TypeProfit Sharing
Employer EIN382410852
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kettering University)

Year Plans Participants Total Assets
2022 1 364 $180M
2023 1 357 $189M
2024 1 363 $201M

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Kettering University Retirement Plan?
As of the 2022 Form 5500 filing, Kettering University Retirement Plan holds $180M in total assets with 364 participants. It is sponsored by Kettering University.
What type of plan is Kettering University Retirement Plan?
Kettering University Retirement Plan is a Profit Sharing plan. It has been effective since 1982-07-01. The plan is filed with the U.S. Department of Labor under EIN 382410852.
Who sponsors the Kettering University Retirement Plan?
Kettering University Retirement Plan is sponsored by Kettering University, located in Michigan. The sponsor's EIN is 382410852 and the plan operates in the Educational Services industry.
How did Kettering University Retirement Plan perform in 2022?
Kettering University Retirement Plan declined by 15.8% during 2022, moving from $214M to $180M in total assets. Net income was $-33,764,249.
Where can I find official filings for Kettering University Retirement Plan?
Official Form 5500 filings for Kettering University Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 382410852 or plan name at efast.dol.gov.
How does Kettering University Retirement Plan compare to other plans?
You can compare Kettering University Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 382410852.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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