Other · DOL Form 5500 · 2022
W.E. Upjohn Institute for Employment Research Retirement Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 95
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $425,278
- Avg per participant High balance/head
Official DOL plan name: W.E. Upjohn Institute for Employment Research 403(b) DC Plan · Sponsored by W.E. Upjohn Institute for Employment Research · Michigan · Educational Services
$40M in assets, 95 participants
W.E. Upjohn Institute for Employment Research's W.E. Upjohn Institute for Employment Research 403(b) DC Plan reported $40M in total assets and 95 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.
- #2,993 in Educational Services (4,024 peers)
Where W.E. Upjohn Institute for Employment Research 403(b) DC Plan sits by assets
W.E. Upjohn Institute for Employment Research 403(b) DC Plan sits in the top quartile of all filed plans by assets, $40M for 95 participants (~$425,278/participant), down 11.0% in 2022.
- #2,993
- in Educational Services (4,024 peers)
- -11.0%
- assets change YoY
- 0.4×
- 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.
W.E. Upjohn Institute for Employment Research 403(b) DC Plan's outsized position by total assets
W.E. Upjohn Institute for Employment Research 403(b) DC Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$40,401,451 Top 14% higher than 86% 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
W.E. Upjohn Institute for Employment Research 403(b) DC Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W.E. Upjohn Institute for Employment Research 403(b) DC Plan is a small filing (95 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 381360419 · W.E. Upjohn Institute for Employment Research PY 2022 · Other
W.E. Upjohn Institute for Employment Research 403(b) DC Plan · $40M · 95 · 86th
- RANK $40M
- RANK 95
- RANK 86th
- RANK Other
- RANK near Oregon Public Broadcasting Defined Contribution Retirement Plan
- RANK ind #2993
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 →
W.E. Upjohn Institute for Employment Research 403(b) DC Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$5M |
| Employer EIN | 381360419 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (W.E. Upjohn Institute for Employment Research)
Sponsor-wide plan assets over time
All W.E. Upjohn Institute for Employment Research plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 24.48327660311012% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $40M |
| 2023 | 1 | 104 | $46M |
| 2024 | 1 | 111 | $50M |
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
W.E. Upjohn Institute for Employment Research 403(b) DC Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is Oregon Public Broadcasting Defined Contribution Retirement Plan in OR ($40M); by covered participants it is Maine Coast Memorial Hospital Retirement Plan in ME (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Oregon Public Broadcasting Defined Contribution Retirement Plan (OR) $40M · 179
- American Association for Cancer Research 403(b) Plan (PA) $40M · 217
- Access Supports for Living Inc. 403(b) Retirement Plan (NY) $41M · 1,861
- The College Preparatory School 403(b) Defined Contribution Plan (CA) $40M · 90
Similar participant headcount
Nearest other-state filings by covered participants (95 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.