Other · DOL Form 5500 · 2022
Calumet College of Saint Joseph Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $71,655
- Avg per participant Below avg balance/head
Official DOL plan name: Calumet College of Saint Joseph 403(b) DC Plan · Sponsored by Calumet College of Saint Joseph · Indiana · Educational Services
$15M in assets, 216 participants
Calumet College of Saint Joseph's Calumet College of Saint Joseph 403(b) DC Plan reported $15M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,245 in Educational Services (4,024 peers)
Coverage in Indiana
Calumet College of Saint Joseph 403(b) DC Plan covers 216 participants in Indiana, about 40% of the average Indiana filer (state average ~541 per filing). Assets: $15M.
- #2,245
- in Educational Services (4,024 peers)
- -10.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Calumet College of Saint Joseph 403(b) DC Plan's outsized position by total assets
Calumet College of Saint Joseph 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$15,477,376 Top 27% higher than 73% 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
Calumet College of Saint Joseph 403(b) DC 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. Calumet College of Saint Joseph 403(b) DC Plan sits mid-pack in the medium band (216 participants).
Form 5500 schedule snapshot
Filing strip 351087173 · Calumet College of Saint Joseph PY 2022 · Other
Calumet College of Saint Joseph 403(b) DC Plan · $15M · 216 · 73rd
- 5500 $15M
- ASSETS 216
- PCT 73rd
- EIN Other
- RANK near San Diego Family Care 403(b) Retirement Plan
- PHOTO ind #2245
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 Indiana →
Calumet College of Saint Joseph 403(b) DC Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$2M |
| Employer EIN | 351087173 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calumet College of Saint Joseph)
Sponsor-wide plan assets over time
All Calumet College of Saint Joseph plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 10.838891553710397% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 216 | $15M |
| 2023 | 1 | 241 | $17M |
| 2024 | 1 | 259 | $17M |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Calumet College of Saint Joseph 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is San Diego Family Care 403(b) Retirement Plan in CA ($15M); by covered participants it is Charlotte Christian School Retirement Plan in NC (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Charlotte Christian School Retirement Plan (NC) 216 · 0 off
- Child360 403(b) Plan (CA) 216 · 0 off
- Franklin University Tax Deferred Annuity Plan (OH) 216 · 0 off
- Deutsches Altenheim, Inc. 403(b) Retirement Plan (MA) 216 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.