Other · DOL Form 5500 · 2022

The Edison Institute Dba the Henry Ford Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
625
Participants Below avg headcount
83rd
Percentile by assets National rank
$47,623
Avg per participant Low balance/head
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Official DOL plan name: The Edison Institute 403(b) Tda Plan · Sponsored by The Edison Institute Dba the Henry Ford · Michigan · Other Services

$30M in assets, 625 participants

The Edison Institute Dba the Henry Ford's The Edison Institute 403(b) Tda Plan reported $30M in total assets and 625 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,665 in Other Services (8,398 peers)

Where The Edison Institute 403(b) Tda Plan sits by assets

The Edison Institute 403(b) Tda Plan sits in the top quartile of all filed plans by assets, $30M for 625 participants (~$47,623/participant), down 13.4% in 2022.

#7,665
in Other Services (8,398 peers)
-13.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Edison Institute 403(b) Tda Plan's outsized position by total assets

The Edison Institute 403(b) Tda Plan vs every filed plan by assets

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

$29,764,314 Top 17% higher than 83% 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

The Edison Institute 403(b) Tda 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 Edison Institute 403(b) Tda Plan sits mid-pack in the medium band (625 participants).

DOL schedule card

Filing strip 381359513 · The Edison Institute Dba the Henry Ford PY 2022 · Other

The Edison Institute 403(b) Tda Plan · $30M · 625 · 83rd

  • TYPE $30M
  • TYPE 625
  • TYPE 83rd
  • TYPE Other
  • TYPE near Center for Family Support, Inc Retirement Plan
  • TYPE ind #7665

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 Other Services retirement plans → · Plans in Michigan →

The Edison Institute 403(b) Tda Plan in the asset neighbourhood

Appalachian Regional Healthcare, Inc. Voluntary PlanAppalachian Regional Healthc…$30MEaster Seals New Hampshire Section 403(b) PlanEaster Seals New Hampshire S…$30MThe Edison Institute 403(b) Tda PlanThe Edison Institute 403(b) …$30MCenter for Family Support, Inc Retirement PlanCenter for Family Support, I…$30MThe Musical Arts Association 403(b) Retirement PlanThe Musical Arts Association…$30M
End-of-year total assets ($M) among The Edison Institute 403(b) Tda Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$30M
Net Income-$5M
Employer EIN381359513
Plan Effective Date2003-02-12
Filing StatusFILING RECEIVED

Sponsor Plan History (The Edison Institute Dba the Henry Ford)

Sponsor-wide plan assets over time

All The Edison Institute Dba the Henry Ford plans reported in each filing year

Latest sponsor-wide plan assets
$41M 38.182361602555325% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $41.1M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 625 $30M
2023 1 568 $36M
2024 1 597 $41M

Nearby Other Plans in Michigan

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

The Edison Institute 403(b) Tda Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Edison Institute 403(b) Tda Plan, Total assets ($B): 0.029764314 · Participants: 625The Edison Institute 403(b) Tda 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
The Edison Institute 403(b) Tda Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare The Edison Institute 403(b) Tda Plan side-by-side with 3 peers →

The Edison Institute 403(b) Tda Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Center for Family Support, Inc Retirement Plan in NY ($30M); by covered participants it is The University of Vermont Health Network - Home Health & Hospice Inc. 403(b) Retirement Savings Plan in VT (625 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (625 participants); asset peers above are excluded.

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 The Edison Institute 403(b) Tda Plan assets move in 2022? ▼
The Edison Institute 403(b) Tda Plan pulled back noticeably - down 13.4% during 2022, from $34M to $30M. Reported net income was -$5M.
How have The Edison Institute Dba the Henry Ford plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Edison Institute Dba the Henry Ford's sponsor-wide assets grew 38.2%, from $30M to $41M.
Where does The Edison Institute 403(b) Tda Plan rank by assets among Form 5500 filers? ▼
The Edison Institute 403(b) Tda Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to The Edison Institute 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by assets is Center for Family Support, Inc Retirement Plan in NY ($30M, 1,407 participants).
Which Other plans cover a similar participant headcount to The Edison Institute 403(b) Tda Plan? ▼
Among Other plans in other states, the closest by covered participants is The University of Vermont Health Network - Home Health & Hospice Inc. 403(b) Retirement Savings Plan in VT (625 participants, N/A in assets).

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 381359513.

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.