Other · DOL Form 5500 · 2022

Hope College Retirement Plan

Data updated 2026-08-25

$182M
Total assets Near avg plan size
999
Participants Near avg headcount
95th
Percentile by assets National rank
$181,685
Avg per participant Above avg balance/head
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Official DOL plan name: Hope College Invest Plan · Sponsored by Hope College · Michigan · Educational Services

$182M in assets, 999 participants

Hope College's Hope College Invest Plan reported $182M in total assets and 999 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #3,703 in Educational Services (4,024 peers)

Where Hope College Invest Plan sits by assets

Hope College Invest Plan sits in the top 5% of all filed plans by assets, $182M for 999 participants (~$181,685/participant), down 18.6% in 2022.

#3,703
in Educational Services (4,024 peers)
-18.6%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hope College Invest Plan's outsized position by total assets

Hope College Invest Plan vs every filed plan by assets

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

$181,502,980 Top 5% higher than 95% 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

Hope College Invest 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. Hope College Invest Plan sits mid-pack in the medium band (999 participants).

DOL schedule card

Filing strip 381381271 · Hope College PY 2022 · Other

Hope College Invest Plan · $182M · 999 · 95th

  • PART $182M
  • TYPE 999
  • NET 95th
  • BOOK Other
  • VS-ST near Choate Rosemary Hall Foundation, Inc. DC Retirement Plan
  • BOY ind #3703

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 →

Hope College Invest Plan in the asset neighbourhood

Hope College Invest Plan$182MChoate Rosemary Hall Foundation, Inc. DC Retirement PlanChoate Rosemary Hall Foundat…$181MWheaton College Retirement PlanWheaton College Retirement P…$181MJohn Carroll University Defined Contribution and Tax Deferred Annuity Retirement PlanJohn Carroll University Defi…$181MAu Medical Center, Inc. 403(b) Retirement Savings PlanAu Medical Center, Inc. 403(…$181M
End-of-year total assets ($M) among Hope College Invest Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$223M
Net Assets (End of Year)$182M
Net Income-$41M
Employer EIN381381271
Plan Effective Date1966-10-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Hope College)

Sponsor-wide plan assets over time

All Hope College plans reported in each filing year

Latest sponsor-wide plan assets
$207M 14.29848534718273% vs 2022
2024 filing year
$170M$180M$190M$200M$210M$220M 202220232024 $182M $207M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 999 $182M
2023 1 1,050 $196M
2024 1 1,022 $207M

Nearby Other Plans in Michigan

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

Hope College Invest Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Hope College Invest Plan, Total assets ($B): 0.18150298 · Participants: 999Hope College Invest 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
Hope College Invest Plan vs. nearby Other plans in Michigan, assets vs. participants

Hope College Invest Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Choate Rosemary Hall Foundation, Inc. DC Retirement Plan in CT ($181M); by covered participants it is Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan in SC (1,000 participants). Same-state nearby plans are listed separately above.

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 Hope College Invest Plan assets move in 2022? ▼
Hope College Invest Plan declined sharply - down 18.6% during 2022, from $223M to $182M. Reported net income was -$41M.
How have Hope College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hope College's sponsor-wide assets grew 14.3%, from $182M to $207M.
Where does Hope College Invest Plan rank by assets among Form 5500 filers? ▼
Hope College Invest Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Hope College Invest Plan? ▼
Among Other plans in other states, the closest by assets is Choate Rosemary Hall Foundation, Inc. DC Retirement Plan in CT ($181M, 333 participants).
Which Other plans cover a similar participant headcount to Hope College Invest Plan? ▼
Among Other plans in other states, the closest by covered participants is Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan in SC (1,000 participants, $291M in assets).