Other · DOL Form 5500 · 2022

University Liggett School Retirement Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
199
Participants Below avg headcount
86th
Percentile by assets National rank
$209,682
Avg per participant Above avg balance/head
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Official DOL plan name: University Liggett Tiaa Cref Pension Plan · Sponsored by University Liggett School · Michigan · Educational Services

$42M in assets, 199 participants

University Liggett School's University Liggett Tiaa Cref Pension Plan reported $42M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #3,014 in Educational Services (4,024 peers)

Coverage in Michigan

University Liggett Tiaa Cref Pension Plan covers 199 participants in Michigan, about 31% of the average Michigan filer (state average ~638 per filing). Assets: $42M.

#3,014
in Educational Services (4,024 peers)
-12.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Liggett Tiaa Cref Pension Plan's outsized position by total assets

University Liggett Tiaa Cref Pension Plan vs every filed plan by assets

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

$41,726,653 Top 14% higher than 86% 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

University Liggett Tiaa Cref Pension 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. University Liggett Tiaa Cref Pension Plan sits mid-pack in the medium band (199 participants).

Plan-year Form 5500 strip

Filing strip 381360536 · University Liggett School PY 2022 · Other

University Liggett Tiaa Cref Pension Plan · $42M · 199 · 86th

  • EOY $42M
  • 5500 199
  • ASSETS 86th
  • PCT Other
  • EIN near Morristown-Beard School Defined Contribution Retirement Plan
  • RANK ind #3014

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 →

University Liggett Tiaa Cref Pension Plan in the asset neighbourhood

Worcester Academy DC Retirement PlanWorcester Academy DC Retirem…$42MUniversity Liggett Tiaa Cref Pension PlanUniversity Liggett Tiaa Cref…$42MMorristown-Beard School Defined Contribution Retirement PlanMorristown-Beard School Defi…$42MNonprofit Association of the Midlands 403(b) PlanNonprofit Association of the…$42MSpalding University Defined Contribution Retirement PlanSpalding University Defined …$42M
End-of-year total assets ($M) among University Liggett Tiaa Cref Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$42M
Net Income-$6M
Employer EIN381360536
Plan Effective Date1953-10-12
Filing StatusFILING RECEIVED

Sponsor Plan History (University Liggett School)

Sponsor-wide plan assets over time

All University Liggett School plans reported in each filing year

Latest sponsor-wide plan assets
$50M 20.376276045912427% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41.7M $50.2M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 199 $42M
2023 1 196 $47M
2024 1 193 $50M

Nearby Other Plans in Michigan

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

University Liggett Tiaa Cref Pension Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants University Liggett Tiaa Cref Pension Plan, Total assets ($B): 0.041726653 · Participants: 199University Liggett Tiaa Cref Pension 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
University Liggett Tiaa Cref Pension Plan vs. nearby Other plans in Michigan, assets vs. participants
Compare University Liggett Tiaa Cref Pension Plan side-by-side with 3 peers →

University Liggett Tiaa Cref Pension Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Morristown-Beard School Defined Contribution Retirement Plan in NJ ($42M); by covered participants it is Seneca Health Services, Inc 403(b) Plan in WV (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 University Liggett Tiaa Cref Pension Plan assets move in 2022? ▼
University Liggett Tiaa Cref Pension Plan pulled back noticeably - down 12.8% during 2022, from $48M to $42M. Reported net income was -$6M.
How have University Liggett School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Liggett School's sponsor-wide assets grew 20.4%, from $42M to $50M.
Where does University Liggett Tiaa Cref Pension Plan rank by assets among Form 5500 filers? ▼
University Liggett Tiaa Cref Pension Plan ranks in the 86th 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 University Liggett Tiaa Cref Pension Plan? ▼
Among Other plans in other states, the closest by assets is Morristown-Beard School Defined Contribution Retirement Plan in NJ ($42M, 221 participants).
Which Other plans cover a similar participant headcount to University Liggett Tiaa Cref Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Seneca Health Services, Inc 403(b) Plan in WV (199 participants, $7M 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 381360536.

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.