Other · DOL Form 5500 · 2022

Kalamazoo College Retirement Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
364
Participants Below avg headcount
93rd
Percentile by assets National rank
$314,592
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kalamazoo College Defined Contribution Retirement Plan · Sponsored by Kalamazoo College · Michigan · Educational Services

$115M in assets, 364 participants

Kalamazoo College's Kalamazoo College Defined Contribution Retirement Plan reported $115M in total assets and 364 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #3,559 in Educational Services (4,024 peers)

Where Kalamazoo College Defined Contribution Retirement Plan sits by assets

Kalamazoo College Defined Contribution Retirement Plan sits in the top 10% of all filed plans by assets, $115M for 364 participants (~$314,592/participant), down 13.3% in 2022.

#3,559
in Educational Services (4,024 peers)
-13.3%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kalamazoo College Defined Contribution Retirement Plan's outsized position by total assets

Kalamazoo College Defined Contribution Retirement Plan vs every filed plan by assets

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

$114,511,444 Top 7% higher than 93% 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

Kalamazoo College Defined Contribution Retirement 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. Kalamazoo College Defined Contribution Retirement Plan sits mid-pack in the medium band (364 participants).

Plan-year Form 5500 strip

Filing strip 381358014 · Kalamazoo College PY 2022 · Other

Kalamazoo College Defined Contribution Retirement Plan · $115M · 364 · 93rd

  • SCH $115M
  • SCH 364
  • SCH 93rd
  • SCH Other
  • SCH near Sun River Health, Inc. 403(b) Retirement Plan
  • SCH ind #3559

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 →

Kalamazoo College Defined Contribution Retirement Plan in the asset neighbourhood

Gemba Group Annuity Plan$115MSchulte Roth & Zabel LLP Supplemental Retirement PlanSchulte Roth & Zabel LLP Sup…$115MSun River Health, Inc. 403(b) Retirement PlanSun River Health, Inc. 403(b…$115MKalamazoo College Defined Contribution Retirement PlanKalamazoo College Defined Co…$115MNoble and Greenough School Defined Contribution Ret PlanNoble and Greenough School D…$114M
End-of-year total assets ($M) among Kalamazoo College Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$115M
Net Income-$18M
Employer EIN381358014
Plan Effective Date1944-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kalamazoo College)

Sponsor-wide plan assets over time

All Kalamazoo College plans reported in each filing year

Latest sponsor-wide plan assets
$133M 15.809005080749833% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $115M $133M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 364 $115M
2023 1 364 $126M
2024 1 369 $133M

Nearby Other Plans in Michigan

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

Kalamazoo College Defined Contribution Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Kalamazoo College Defined Contribution Retirement Plan, Total assets ($B): 0.114511444 · Participants: 364Kalamazoo College Defined Contribution Retirement 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
Kalamazoo College Defined Contribution Retirement Plan vs. nearby Other plans in Michigan, assets vs. participants

Kalamazoo College Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Michigan, the nearest Other by assets is Sun River Health, Inc. 403(b) Retirement Plan in NY ($115M); by covered participants it is Codman Square Health Center 403(b) Pension Plan in MA (364 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Kalamazoo College Defined Contribution Retirement Plan assets move in 2022? ▼
Kalamazoo College Defined Contribution Retirement Plan pulled back noticeably - down 13.3% during 2022, from $132M to $115M. Reported net income was -$18M.
How have Kalamazoo College plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kalamazoo College's sponsor-wide assets grew 15.8%, from $115M to $133M.
Where does Kalamazoo College Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Kalamazoo College Defined Contribution Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Kalamazoo College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Sun River Health, Inc. 403(b) Retirement Plan in NY ($115M, 1,656 participants).
Which Other plans cover a similar participant headcount to Kalamazoo College Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Codman Square Health Center 403(b) Pension Plan in MA (364 participants, $12M in assets).