Profit Sharing · DOL Form 5500 · 2022

Belhaven University Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
355
Participants Below avg headcount
80th
Percentile by assets National rank
$66,183
Avg per participant Below avg balance/head
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Official DOL plan name: Belhaven University 403(b) Plan · Sponsored by Belhaven University · Mississippi · Educational Services

$23M in assets, 355 participants

Belhaven University's Belhaven University 403(b) Plan reported $23M in total assets and 355 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,580 in Educational Services (4,024 peers)

Where Belhaven University 403(b) Plan sits by assets

Belhaven University 403(b) Plan sits in the top quartile of all filed plans by assets, $23M for 355 participants (~$66,183/participant), down 9.0% in 2022.

#2,580
in Educational Services (4,024 peers)
-9.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Belhaven University 403(b) Plan's outsized position by total assets

Belhaven University 403(b) Plan vs every filed plan by assets

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

$23,494,803 Top 20% higher than 80% 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

Belhaven University 403(b) 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. Belhaven University 403(b) Plan sits mid-pack in the medium band (355 participants).

Plan-year Form 5500 strip

Filing strip 640303069 · Belhaven University PY 2022 · Profit Sharing

Belhaven University 403(b) Plan · $23M · 355 · 80th

  • BOY $23M
  • BOY 355
  • BOY 80th
  • BOY Profit Sharing
  • BOY near Hirevue Retirement Trust
  • BOY ind #2580

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 Mississippi →

Belhaven University 403(b) Plan in the asset neighbourhood

Tac Partners Inc Profit Sharing Plan and TrustTac Partners Inc Profit Shar…$24MPapercone Corporation Profit Sharing PlanPapercone Corporation Profit…$24MBelhaven University 403(b) PlanBelhaven University 403(b) P…$23MHirevue Retirement Trust$23MHennepin Healthcare Research Institute Retirement PlanHennepin Healthcare Research…$23M
End-of-year total assets ($M) among Belhaven University 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN640303069
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belhaven University)

Sponsor-wide plan assets over time

All Belhaven University plans reported in each filing year

Latest sponsor-wide plan assets
$30M 28.209268236894776% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $23.5M $30.1M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 355 $23M
2023 1 332 $28M
2024 1 351 $30M

Nearby Profit Sharing Plans in Mississippi

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

Belhaven University 403(b) Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1000100200300400 Total assets ($M) Participants Belhaven University 403(b) Plan, Total assets ($M): 23.494803 · Participants: 355Belhaven University 403(b) PlanNorth Mississippi Health Services Employer Savings Plan, Total assets ($M): 288.117615 · Participants: 7173North Mississippi Health Services Employer Savings PlanAnderson Regional Medical Center Retirement Savings Plan, Total assets ($M): 29.100194 · Participants: 1475Anderson Regional Medical Center Retirement Savings PlanInstitute of Community Services, Inc. Retirement Plan, Total assets ($M): 19.754856 · Participants: 879Institute of Community Services, Inc. Retirement PlanRadiology Associates of Oxford, P.a. Retirement Plan, Total assets ($M): 13.573326 · Participants: 6Radiology Associates of Oxford, P.a. Retirement PlanGolden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan, Total assets ($M): 12.463869 · Participants: 117Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan
Belhaven University 403(b) Plan vs. nearby Profit Sharing plans in Mississippi, assets vs. participants
Compare Belhaven University 403(b) Plan side-by-side with 3 peers →

Belhaven University 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Mississippi, the nearest Profit Sharing by assets is Hirevue Retirement Trust in UT ($23M); by covered participants it is 401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. in OK (355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Belhaven University 403(b) Plan assets move in 2022? ▼
Belhaven University 403(b) Plan pulled back noticeably - down 9.0% during 2022, from $26M to $23M. Reported net income was -$2M.
How have Belhaven University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belhaven University's sponsor-wide assets grew 28.2%, from $23M to $30M.
Where does Belhaven University 403(b) Plan rank by assets among Form 5500 filers? ▼
Belhaven University 403(b) Plan ranks in the 80th 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 Profit Sharing plans are similar in size to Belhaven University 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hirevue Retirement Trust in UT ($23M, 303 participants).
Which Profit Sharing plans cover a similar participant headcount to Belhaven University 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 401(a) Profit-Sharing Plan for Employees of Goodwill Industries of Tulsa, Inc. in OK (355 participants, $6M 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 640303069.

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.