Profit Sharing · DOL Form 5500 · 2022
Belhaven University Profit Sharing Plan
Data updated 2026-08-11
- $23M
- Total assets
- 355
- Participants
- 80th
- Percentile by assets
- $66,183
- Avg per participant
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.
- 80th percentile by assets (of 139,126 plans)
- #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.
- $23M
- total plan assets (2022 EOY)
- 355
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $66,183
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Belhaven University 403(b) Plan outranks 80% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$2M |
| Employer EIN | 640303069 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belhaven University)
| 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
- North Mississippi Health Services Employer Savings Plan $288M · 7,173
- Anderson Regional Medical Center Retirement Savings Plan $29M · 1,475
- Institute of Community Services, Inc. Retirement Plan $20M · 879
- Radiology Associates of Oxford, P.a. Retirement Plan $14M · 6
- Golden Triangle Planning and Development District, Inc. Tax-Sheltered Annuity Plan $12M · 117
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Belhaven University 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Belhaven University 403(b) Plan assets move in 2022? ▼
How have Belhaven University plan assets changed over time? ▼
Where does Belhaven University 403(b) Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Belhaven University 403(b) Plan? ▼
Next read for Belhaven University 403(b) Plan
Scale reading
Ways to act on Belhaven University 403(b) Plan's numbers.
- By total assets, Belhaven University 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Mississippi. Compare plans
- Belhaven University's sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Educational Services plans